NBSM vs. RUNN ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Running Oak Efficient Growth ETF (RUNN)
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
$26.76
Average Daily Volume
11,438
46
RUNN
Running Oak Efficient Growth ETF
RUNN Description
The fund is in an actively managed exchange-traded fund ("ETF"). Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in exchange-traded equity securities of large and mid-sized U.S. companies with market capitalizations of at least $5 billion. The fund is roughly equally-weighted with 50-75 stocks typically held in the portfolio. The fund may invest up to 20% of net assets in non-U.S. companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$34.15
Average Daily Volume
41,263
55
Performance
| Period | NBSM | RUNN |
|---|---|---|
| 30 Days | 0.09% | -0.29% |
| 60 Days | 2.02% | 3.29% |
| 90 Days | 3.36% | 5.75% |
| 12 Months | 29.58% |
NBSM Overweight 39 Positions Relative to RUNN
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 4.27% | |
| EXP | B | 3.88% | |
| KEX | B | 3.67% | |
| VMI | B | 3.11% | |
| RYAN | B | 3.08% | |
| ATR | B | 2.93% | |
| RBC | A | 2.92% | |
| HAE | C | 2.9% | |
| TYL | B | 2.72% | |
| CNX | A | 2.68% | |
| TTEK | F | 2.46% | |
| CHE | F | 2.41% | |
| RLI | A | 2.33% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| CR | A | 2.09% | |
| LFUS | D | 1.99% | |
| LECO | C | 1.99% | |
| ENTG | F | 1.88% | |
| CFR | B | 1.86% | |
| TECH | F | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | A | 1.59% | |
| BSY | D | 1.54% | |
| SPSC | F | 1.51% | |
| CHD | A | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | D | 1.37% | |
| MANH | D | 1.16% | |
| IBP | F | 1.15% | |
| BFAM | F | 1.14% | |
| FND | F | 1.09% | |
| AWI | B | 1.04% | |
| CNM | C | 0.99% | |
| CVLT | B | 0.51% |
NBSM Underweight 48 Positions Relative to RUNN
| Symbol | Grade | Weight | |
|---|---|---|---|
| HON | B | -1.9% | |
| J | D | -1.86% | |
| CW | B | -1.86% | |
| FDS | B | -1.86% | |
| AME | A | -1.86% | |
| ETN | B | -1.86% | |
| PH | B | -1.85% | |
| PRI | A | -1.85% | |
| FI | A | -1.85% | |
| GWW | B | -1.83% | |
| LDOS | C | -1.83% | |
| TDY | B | -1.83% | |
| EME | A | -1.82% | |
| RBA | A | -1.82% | |
| ADP | B | -1.82% | |
| BSX | A | -1.82% | |
| V | A | -1.82% | |
| BR | B | -1.81% | |
| SYK | A | -1.8% | |
| SAIA | C | -1.79% | |
| ACN | C | -1.79% | |
| BRO | B | -1.78% | |
| DRI | C | -1.78% | |
| NSC | B | -1.77% | |
| GD | D | -1.76% | |
| IR | B | -1.75% | |
| DECK | A | -1.75% | |
| RSG | A | -1.74% | |
| FELE | B | -1.74% | |
| CACI | C | -1.74% | |
| GOOG | B | -1.72% | |
| APD | A | -1.72% | |
| CSL | C | -1.72% | |
| SSNC | C | -1.71% | |
| NVT | C | -1.71% | |
| TJX | A | -1.71% | |
| ROP | C | -1.7% | |
| AJG | B | -1.68% | |
| UNH | C | -1.68% | |
| CI | D | -1.67% | |
| DOX | D | -1.65% | |
| STE | D | -1.64% | |
| MMC | D | -1.64% | |
| BDX | F | -1.63% | |
| ICE | C | -1.6% | |
| AVY | D | -1.59% | |
| FCN | F | -1.57% | |
| IQV | F | -1.55% |
NBSM: Top Represented Industries & Keywords
RUNN: Top Represented Industries & Keywords
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