NBSM vs. PFI ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to PowerShares Dynamic Financial (PFI)
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
17,326
10
PFI
PowerShares Dynamic Financial
PFI Description
The PowerShares Dynamic Financial Sector Portfolio (Fund) is based on the Dynamic Financial Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US financial services companies. These are companies that are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$54.99
Average Daily Volume
4,093
39
Performance
Period | NBSM | PFI |
---|---|---|
30 Days | 0.83% | 0.44% |
60 Days | 4.13% | 9.46% |
90 Days | 6.23% | 11.81% |
12 Months | 37.36% |
1 Overlapping Holdings
Symbol | Grade | Weight in NBSM | Weight in PFI | Overlap | |
---|---|---|---|---|---|
RYAN | A | 2.9% | 1.68% | 1.68% |
NBSM Underweight 38 Positions Relative to PFI
Symbol | Grade | Weight | |
---|---|---|---|
MA | A | -5.16% | |
ARES | B | -4.46% | |
KKR | C | -3.97% | |
JPM | D | -3.72% | |
APO | A | -3.65% | |
V | C | -3.37% | |
BRO | A | -2.98% | |
FCNCA | D | -2.97% | |
AXP | A | -2.9% | |
COOP | C | -2.78% | |
MMC | D | -2.71% | |
PGR | C | -2.56% | |
ACGL | A | -2.49% | |
PIPR | C | -2.31% | |
SPG | A | -2.27% | |
VCTR | C | -2.26% | |
HOOD | C | -2.25% | |
PRI | A | -2.19% | |
RGA | C | -2.13% | |
HLI | B | -2.13% | |
JXN | B | -2.12% | |
IBKR | A | -2.12% | |
EVR | C | -2.07% | |
CB | A | -2.04% | |
JEF | B | -2.01% | |
SYF | C | -2.01% | |
AIG | F | -1.89% | |
SLG | C | -1.85% | |
BGC | B | -1.78% | |
MTG | B | -1.74% | |
ENVA | C | -1.67% | |
BPOP | D | -1.62% | |
SKT | A | -1.6% | |
OFG | D | -1.54% | |
HASI | C | -1.51% | |
OMF | D | -1.42% | |
UWMC | D | -1.32% | |
CIFR | F | -0.97% |
NBSM: Top Represented Industries & Keywords
PFI: Top Represented Industries & Keywords