NBSM vs. BUSA ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Brandes U.S. Value ETF (BUSA)
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.
Grade (RS Rating)
Last Trade
$27.75
Average Daily Volume
11,547
47
BUSA
Brandes U.S. Value ETF
BUSA Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to attain its investment objective by investing primarily in equity securities of U.S. companies. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes), measured at the time of purchase, in securities of U.S. companies.Grade (RS Rating)
Last Trade
$33.62
Average Daily Volume
25,043
55
Performance
| Period | NBSM | BUSA |
|---|---|---|
| 30 Days | 5.91% | 4.78% |
| 60 Days | 5.08% | 6.46% |
| 90 Days | 6.00% | 6.78% |
| 12 Months | 29.83% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in BUSA | Overlap | |
|---|---|---|---|---|---|
| GTES | A | 1.0% | 1.01% | 1.0% |
NBSM Overweight 46 Positions Relative to BUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| EXP | A | 3.83% | |
| FICO | B | 3.76% | |
| KEX | C | 3.67% | |
| WSO | A | 3.25% | |
| ITT | A | 3.14% | |
| VMI | B | 3.13% | |
| RYAN | B | 3.09% | |
| RBC | A | 3.04% | |
| ATR | B | 2.86% | |
| CNX | A | 2.81% | |
| HAE | C | 2.73% | |
| TYL | B | 2.68% | |
| TTEK | F | 2.42% | |
| CHE | D | 2.38% | |
| RLI | B | 2.35% | |
| CBU | B | 2.2% | |
| CR | A | 2.16% | |
| TTC | D | 2.13% | |
| MKSI | C | 2.09% | |
| LECO | B | 1.96% | |
| LFUS | F | 1.91% | |
| TXRH | C | 1.9% | |
| ENTG | D | 1.86% | |
| CFR | B | 1.84% | |
| LSCC | D | 1.79% | |
| NXST | C | 1.78% | |
| TECH | D | 1.72% | |
| PB | A | 1.59% | |
| LNT | A | 1.57% | |
| POWI | D | 1.57% | |
| CHD | B | 1.57% | |
| TSCO | D | 1.56% | |
| SPSC | C | 1.52% | |
| TDW | F | 1.51% | |
| BSY | D | 1.5% | |
| ROL | B | 1.45% | |
| SSD | D | 1.35% | |
| ICLR | D | 1.23% | |
| IBP | D | 1.16% | |
| BFAM | D | 1.16% | |
| MANH | D | 1.13% | |
| FND | C | 1.11% | |
| AWI | A | 1.06% | |
| CNM | D | 1.06% | |
| CVLT | B | 0.51% | |
| ACA | A | 0.39% |
NBSM Underweight 54 Positions Relative to BUSA
| Symbol | Grade | Weight | |
|---|---|---|---|
| FI | A | -3.53% | |
| CVX | A | -3.36% | |
| MCK | B | -3.11% | |
| WFC | A | -2.9% | |
| BAC | A | -2.86% | |
| FLEX | A | -2.58% | |
| PNC | B | -2.57% | |
| CMCSA | B | -2.48% | |
| GOOG | C | -2.41% | |
| WTW | B | -2.4% | |
| C | A | -2.38% | |
| DOX | D | -2.34% | |
| CI | F | -2.26% | |
| FDX | B | -2.24% | |
| JPM | A | -2.2% | |
| CTVA | C | -2.18% | |
| HAL | C | -2.11% | |
| EMR | A | -2.1% | |
| CTSH | B | -2.06% | |
| TXT | D | -2.05% | |
| OMC | C | -2.04% | |
| SSNC | B | -2.02% | |
| SNY | F | -1.96% | |
| PFE | D | -1.95% | |
| BK | A | -1.95% | |
| MRK | F | -1.92% | |
| WRB | A | -1.91% | |
| JNJ | D | -1.77% | |
| INGR | B | -1.69% | |
| HCA | F | -1.68% | |
| AIG | B | -1.61% | |
| CAH | B | -1.57% | |
| ETR | B | -1.55% | |
| KVUE | A | -1.53% | |
| LH | C | -1.49% | |
| ACGL | D | -1.44% | |
| AZO | C | -1.43% | |
| MU | D | -1.31% | |
| STT | A | -1.28% | |
| CVS | D | -1.19% | |
| LKQ | D | -1.15% | |
| WKC | D | -1.09% | |
| KNX | B | -1.08% | |
| TFC | A | -1.08% | |
| CSCO | B | -1.06% | |
| OMF | A | -1.02% | |
| SLB | C | -0.99% | |
| BRK.A | B | -0.98% | |
| SYY | B | -0.96% | |
| GD | F | -0.91% | |
| JCI | C | -0.87% | |
| MHK | D | -0.83% | |
| OTEX | D | -0.54% | |
| QRVO | F | -0.5% |
NBSM: Top Represented Industries & Keywords
BUSA: Top Represented Industries & Keywords
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