NBSM vs. PHO ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Invesco Water Resources ETF (PHO)
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
$26.46
Average Daily Volume
17,289
10
PHO
Invesco Water Resources ETF
PHO Description
The PowerShares Water Resources Portfolio (Fund) is based on the NASDAQ OMX US Water Index. The Fund generally will invest at least 90% of its total assets in common stocks and American depositary receipts (ADRs) of companies in the water industry that comprise the Underlying Index. The Underlying Index seeks to track the performance of US exchange-listed companies that create products designed to conserve and purify water for homes, businesses and industries. The Fund and the Index are rebalanced quarterly and reconstituted annually in April.Grade (RS Rating)
Last Trade
$70.00
Average Daily Volume
66,984
36
Performance
| Period | NBSM | PHO |
|---|---|---|
| 30 Days | 0.99% | 0.30% |
| 60 Days | 4.31% | 2.97% |
| 90 Days | 6.40% | 9.35% |
| 12 Months | 35.30% |
NBSM Underweight 34 Positions Relative to PHO
| Symbol | Grade | Weight | |
|---|---|---|---|
| ECL | B | -8.04% | |
| ROP | C | -7.93% | |
| XYL | C | -6.69% | |
| VLTO | A | -6.42% | |
| PNR | C | -4.38% | |
| AOS | B | -4.25% | |
| IEX | D | -4.11% | |
| ACM | C | -4.1% | |
| WAT | B | -4.09% | |
| WMS | D | -3.98% | |
| AWK | B | -3.98% | |
| CNM | F | -3.75% | |
| TTC | D | -3.72% | |
| ITRI | C | -3.54% | |
| WTRG | D | -2.53% | |
| MLI | C | -2.31% | |
| WTS | C | -1.8% | |
| BMI | A | -1.64% | |
| ZWS | A | -1.52% | |
| MWA | A | -1.22% | |
| SBS | D | -1.13% | |
| FELE | C | -0.84% | |
| AWR | A | -0.83% | |
| CWT | D | -0.75% | |
| LNN | C | -0.66% | |
| SJW | D | -0.55% | |
| MSEX | C | -0.4% | |
| ERII | B | -0.33% | |
| GRC | B | -0.21% | |
| ARTNA | D | -0.16% | |
| CWCO | F | -0.13% | |
| YORW | D | -0.11% | |
| NWPX | C | -0.07% | |
| GWRS | D | -0.01% |
NBSM: Top Represented Industries & Keywords
PHO: Top Represented Industries & Keywords
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