NBSM vs. PKB ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to PowerShares Dynamic Build & Construction (PKB)
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
$27.08
Average Daily Volume
10,617
45
PKB
PowerShares Dynamic Build & Construction
PKB Description
The PowerShares Dynamic Building & Construction Portfolio (Fund) is based on the Dynamic Building & Construction 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 30 US building and construction companies. These are companies that are primarily engaged in providing construction and related engineering services for building and remodeling residential properties, commercial or industrial buildings, or working on large-scale infrastructure projects, such as highways, tunnels, bridges, dams, power lines, and airports. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$83.63
Average Daily Volume
19,358
28
Performance
| Period | NBSM | PKB |
|---|---|---|
| 30 Days | 1.39% | 2.83% |
| 60 Days | 5.99% | 10.31% |
| 90 Days | 5.70% | 18.14% |
| 12 Months | 51.98% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in PKB | Overlap | |
|---|---|---|---|---|---|
| EXP | B | 3.89% | 2.92% | 2.92% |
NBSM Overweight 44 Positions Relative to PKB
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 3.94% | |
| KEX | A | 3.49% | |
| WSO | B | 3.13% | |
| VMI | B | 3.08% | |
| ITT | A | 3.07% | |
| RYAN | B | 3.04% | |
| RBC | B | 2.91% | |
| ATR | A | 2.9% | |
| TTEK | F | 2.8% | |
| HAE | B | 2.72% | |
| TYL | B | 2.69% | |
| CNX | B | 2.59% | |
| CHE | D | 2.34% | |
| TTC | F | 2.2% | |
| RLI | A | 2.18% | |
| MKSI | C | 2.18% | |
| CBU | B | 2.15% | |
| CR | B | 2.06% | |
| LECO | C | 2.05% | |
| LFUS | D | 2.04% | |
| ENTG | F | 1.97% | |
| GGG | B | 1.97% | |
| NXST | C | 1.97% | |
| LSCC | D | 1.9% | |
| TDW | F | 1.89% | |
| TXRH | A | 1.89% | |
| TECH | D | 1.87% | |
| CFR | B | 1.81% | |
| TSCO | D | 1.64% | |
| POWI | D | 1.64% | |
| BSY | F | 1.61% | |
| SPSC | F | 1.54% | |
| PB | B | 1.5% | |
| CHD | A | 1.44% | |
| ROL | C | 1.41% | |
| LNT | C | 1.39% | |
| SSD | F | 1.38% | |
| ICLR | F | 1.28% | |
| BFAM | F | 1.23% | |
| IBP | F | 1.18% | |
| MANH | C | 1.16% | |
| CNM | D | 1.07% | |
| FND | F | 1.06% | |
| AWI | B | 1.02% |
NBSM Underweight 27 Positions Relative to PKB
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLM | B | -5.21% | |
| AGX | C | -4.9% | |
| TT | B | -4.86% | |
| CSL | B | -4.73% | |
| NVR | D | -4.43% | |
| PHM | D | -4.29% | |
| USLM | B | -4.14% | |
| LEN | D | -4.05% | |
| DHI | D | -3.89% | |
| STRL | B | -3.56% | |
| PRIM | B | -3.33% | |
| TILE | B | -3.2% | |
| TPC | C | -3.13% | |
| KNF | C | -3.11% | |
| APOG | B | -3.04% | |
| MTZ | B | -3.04% | |
| MDU | D | -3.01% | |
| LPX | A | -2.66% | |
| TOL | B | -2.51% | |
| SWX | B | -2.43% | |
| SKY | B | -2.43% | |
| MHO | D | -2.37% | |
| MHK | D | -2.29% | |
| KBH | D | -2.27% | |
| MTH | D | -2.24% | |
| TPH | C | -2.22% | |
| GRBK | D | -2.18% |
NBSM: Top Represented Industries & Keywords
PKB: Top Represented Industries & Keywords
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