NBSM vs. CWS ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to AdvisorShares Focused Equity ETF (CWS)
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
$24.86
Average Daily Volume
14,096
10
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$62.38
Average Daily Volume
10,759
23
Performance
| Period | NBSM | CWS |
|---|---|---|
| 30 Days | -0.11% | -0.13% |
| 60 Days | -2.77% | 0.60% |
| 90 Days | -2.92% | -0.46% |
| 12 Months | 18.02% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in CWS | Overlap | |
|---|---|---|---|---|---|
| FICO | A | 2.93% | 4.78% | 2.93% |
NBSM Underweight 22 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APH | B | -5.12% | |
| MLR | D | -4.9% | |
| HEI | B | -4.79% | |
| SYK | B | -4.3% | |
| ROL | A | -4.27% | |
| AFL | B | -4.17% | |
| ICE | A | -4.07% | |
| MCO | A | -4.06% | |
| OTIS | B | -4.04% | |
| INTU | A | -3.95% | |
| TMO | D | -3.91% | |
| HSY | F | -3.78% | |
| AWK | B | -3.73% | |
| BR | B | -3.71% | |
| ABT | D | -3.62% | |
| SLGN | D | -3.53% | |
| SAIC | D | -3.53% | |
| AGM | B | -3.5% | |
| FDS | C | -3.33% | |
| CE | F | -3.31% | |
| MGRC | D | -3.3% | |
| PII | F | -3.09% |
NBSM: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords
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