NBSM vs. OSCV ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Opus Small Cap Value Plus ETF (OSCV)
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
$25.29
Average Daily Volume
5,859
10
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$36.94
Average Daily Volume
37,415
70
Performance
| Period | NBSM | OSCV |
|---|---|---|
| 30 Days | 5.04% | 9.14% |
| 60 Days | 3.19% | 8.48% |
| 90 Days | 2.41% | 11.52% |
| 12 Months | 15.24% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in OSCV | Overlap | |
|---|---|---|---|---|---|
| TTEK | A | 2.93% | 2.21% | 2.21% |
NBSM Underweight 69 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | B | -3.04% | |
| CASY | B | -2.61% | |
| VVV | B | -2.28% | |
| TXRH | A | -2.26% | |
| KBH | B | -2.22% | |
| CHE | B | -2.07% | |
| KAI | C | -2.03% | |
| CHRD | D | -1.95% | |
| OC | B | -1.88% | |
| NOG | B | -1.86% | |
| UFPI | B | -1.82% | |
| PRI | A | -1.82% | |
| ACA | B | -1.67% | |
| THG | A | -1.64% | |
| EHC | A | -1.62% | |
| ICFI | B | -1.62% | |
| SPNS | C | -1.58% | |
| CODI | C | -1.58% | |
| OTTR | B | -1.57% | |
| HWKN | A | -1.56% | |
| EFSC | B | -1.55% | |
| FIX | C | -1.53% | |
| MUSA | A | -1.49% | |
| SBCF | C | -1.48% | |
| CW | A | -1.46% | |
| KFRC | C | -1.45% | |
| EGP | A | -1.44% | |
| SYBT | C | -1.42% | |
| HP | C | -1.37% | |
| CWT | A | -1.34% | |
| LKFN | C | -1.33% | |
| EPRT | B | -1.31% | |
| GNTX | F | -1.28% | |
| GABC | C | -1.28% | |
| ATR | A | -1.27% | |
| OSBC | C | -1.22% | |
| HOMB | B | -1.22% | |
| WTBA | C | -1.2% | |
| LSTR | B | -1.13% | |
| HCKT | A | -1.11% | |
| GGG | C | -1.09% | |
| NJR | A | -1.06% | |
| NVT | D | -1.03% | |
| ASH | D | -1.03% | |
| LADR | B | -1.03% | |
| TRNO | A | -1.02% | |
| CIVI | D | -1.01% | |
| GPK | B | -1.01% | |
| LECO | C | -1.01% | |
| BYD | C | -1.0% | |
| KRP | C | -0.95% | |
| SCI | B | -0.94% | |
| KMPR | B | -0.9% | |
| RRC | F | -0.88% | |
| ADC | A | -0.88% | |
| CPA | F | -0.86% | |
| EVTC | C | -0.86% | |
| AMH | C | -0.85% | |
| WASH | C | -0.84% | |
| HIFS | B | -0.83% | |
| NSA | C | -0.76% | |
| DOX | B | -0.75% | |
| RICK | D | -0.72% | |
| FELE | B | -0.71% | |
| FCPT | A | -0.67% | |
| APLE | C | -0.64% | |
| BRKR | D | -0.64% | |
| VAC | F | -0.57% | |
| USLM | A | -0.54% |
NBSM: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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