NBSM vs. IYT ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to iShares Transportation AverageETF (IYT)
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
$26.42
Average Daily Volume
17,161
10
IYT
iShares Transportation AverageETF
IYT Description
The investment seeks to track the investment results of an index composed of U.S. equities in the transportation sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones Transportation Average Index (the "underlying index"), which measures the performance of the transportation sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$67.40
Average Daily Volume
431,478
44
Performance
| Period | NBSM | IYT |
|---|---|---|
| 30 Days | 4.14% | 0.75% |
| 60 Days | 6.62% | 10.19% |
| 90 Days | 6.27% | 4.66% |
| 12 Months | 18.85% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in IYT | Overlap | |
|---|---|---|---|---|---|
| KEX | C | 3.49% | 1.25% | 1.25% |
NBSM Underweight 43 Positions Relative to IYT
| Symbol | Grade | Weight | |
|---|---|---|---|
| UBER | C | -18.29% | |
| UNP | F | -17.5% | |
| UPS | D | -8.69% | |
| DAL | C | -4.73% | |
| CSX | D | -4.52% | |
| ODFL | F | -4.46% | |
| NSC | C | -4.26% | |
| FDX | F | -4.06% | |
| UAL | A | -3.26% | |
| LUV | B | -3.25% | |
| EXPD | D | -3.08% | |
| JBHT | D | -2.39% | |
| CHRW | C | -2.2% | |
| XPO | F | -2.19% | |
| SAIA | D | -2.02% | |
| KNX | D | -1.48% | |
| AAL | D | -1.26% | |
| LSTR | F | -1.14% | |
| R | C | -1.1% | |
| GXO | D | -1.05% | |
| ALK | C | -0.96% | |
| MATX | C | -0.82% | |
| LYFT | D | -0.8% | |
| RXO | D | -0.66% | |
| SKYW | B | -0.6% | |
| HUBG | D | -0.47% | |
| JOBY | C | -0.44% | |
| ARCB | F | -0.43% | |
| WERN | D | -0.4% | |
| JBLU | B | -0.34% | |
| CAR | D | -0.26% | |
| SNDR | D | -0.23% | |
| FIP | C | -0.17% | |
| MRTN | F | -0.17% | |
| GNK | D | -0.14% | |
| ALGT | D | -0.14% | |
| ATSG | D | -0.13% | |
| UHAL | C | -0.13% | |
| FWRD | D | -0.12% | |
| HTLD | F | -0.09% | |
| SNCY | F | -0.07% | |
| HTZ | F | -0.07% | |
| CVLG | D | -0.07% |
NBSM: Top Represented Industries & Keywords
IYT: Top Represented Industries & Keywords
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