NBSM vs. SMMV ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV)
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
$25.49
Average Daily Volume
13,427
10
SMMV
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV Description
iShares Edge MSCI Min Vol USA Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities that, in the aggregate, have lower volatility characteristics relative to the small-capitalization U.S. equity market.Grade (RS Rating)
Last Trade
$37.90
Average Daily Volume
44,996
291
Performance
| Period | NBSM | SMMV |
|---|---|---|
| 30 Days | 2.92% | 2.99% |
| 60 Days | -1.64% | 1.25% |
| 90 Days | 3.59% | 5.93% |
| 12 Months | 11.45% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in SMMV | Overlap | |
|---|---|---|---|---|---|
| ATR | D | 2.65% | 1.44% | 1.44% |
NBSM Underweight 290 Positions Relative to SMMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| MUSA | B | -1.56% | |
| ORI | C | -1.49% | |
| CHE | F | -1.46% | |
| RGLD | A | -1.46% | |
| ADC | B | -1.35% | |
| AXS | B | -1.33% | |
| EXEL | B | -1.26% | |
| SIGI | D | -1.23% | |
| HQY | D | -1.19% | |
| RGA | A | -1.17% | |
| GNTX | C | -1.15% | |
| RLI | D | -1.14% | |
| OGE | B | -1.12% | |
| ENSG | B | -1.07% | |
| EHC | B | -1.07% | |
| DLB | D | -1.03% | |
| IDA | C | -1.01% | |
| THG | D | -1.0% | |
| WTM | D | -0.97% | |
| FLO | F | -0.96% | |
| CVLT | B | -0.94% | |
| MDU | C | -0.93% | |
| LSTR | F | -0.93% | |
| DTM | B | -0.91% | |
| PAGP | B | -0.87% | |
| RNR | D | -0.87% | |
| PNW | B | -0.86% | |
| POST | B | -0.86% | |
| CACI | B | -0.84% | |
| CASY | B | -0.83% | |
| PSN | C | -0.83% | |
| NEU | D | -0.82% | |
| BJ | B | -0.82% | |
| FCN | C | -0.78% | |
| SFM | B | -0.72% | |
| PBH | B | -0.72% | |
| LOPE | C | -0.71% | |
| TKO | C | -0.71% | |
| IONS | C | -0.69% | |
| ALKS | F | -0.69% | |
| BWXT | C | -0.68% | |
| AMED | A | -0.68% | |
| PNM | D | -0.67% | |
| INGR | D | -0.67% | |
| CW | B | -0.67% | |
| HESM | A | -0.66% | |
| RYAN | C | -0.65% | |
| CCCS | D | -0.64% | |
| NWE | C | -0.64% | |
| MSGS | C | -0.64% | |
| BRC | C | -0.63% | |
| MSM | F | -0.62% | |
| INSM | A | -0.62% | |
| WEN | D | -0.62% | |
| CTRE | B | -0.62% | |
| TXRH | D | -0.6% | |
| OHI | A | -0.58% | |
| CALM | A | -0.56% | |
| LRN | D | -0.55% | |
| JJSF | C | -0.55% | |
| FCFS | D | -0.55% | |
| ESGR | B | -0.55% | |
| KBR | D | -0.54% | |
| MSA | B | -0.54% | |
| VNOM | B | -0.53% | |
| CCOI | D | -0.53% | |
| POR | C | -0.52% | |
| INSW | D | -0.51% | |
| GHC | C | -0.51% | |
| SON | F | -0.5% | |
| HRB | C | -0.5% | |
| PRGS | C | -0.48% | |
| PCVX | B | -0.48% | |
| PINC | F | -0.48% | |
| WERN | D | -0.47% | |
| NYT | B | -0.46% | |
| TGNA | C | -0.46% | |
| NSIT | C | -0.45% | |
| EQC | D | -0.44% | |
| IBKR | D | -0.44% | |
| VRRM | B | -0.43% | |
| PDCO | F | -0.42% | |
| LAUR | D | -0.42% | |
| ADUS | B | -0.41% | |
| JAZZ | F | -0.41% | |
| GO | F | -0.41% | |
| AVT | C | -0.4% | |
| AM | B | -0.4% | |
| LANC | D | -0.39% | |
| HURN | C | -0.39% | |
| BATRK | C | -0.39% | |
| MGEE | C | -0.38% | |
| REYN | F | -0.38% | |
| SNX | D | -0.37% | |
| VIRT | D | -0.37% | |
| KNTK | B | -0.36% | |
| CWST | B | -0.36% | |
| CSWI | B | -0.35% | |
| XENE | C | -0.35% | |
| IDYA | C | -0.34% | |
| MGRC | D | -0.34% | |
| GPOR | D | -0.34% | |
| SMPL | D | -0.34% | |
| HLI | A | -0.33% | |
| NHC | B | -0.33% | |
| DCI | D | -0.33% | |
| CWAN | D | -0.33% | |
| VVV | B | -0.32% | |
| UNF | C | -0.32% | |
| ASH | D | -0.32% | |
| MCY | D | -0.32% | |
| BHE | C | -0.31% | |
| DRS | B | -0.31% | |
| HMN | D | -0.3% | |
| SNDR | C | -0.3% | |
| DVAX | F | -0.3% | |
| PRDO | D | -0.3% | |
| ALE | C | -0.29% | |
| MMS | B | -0.29% | |
| YELP | F | -0.29% | |
| OLLI | A | -0.29% | |
| SAIC | D | -0.28% | |
| DBX | F | -0.27% | |
| SKWD | C | -0.27% | |
| CRAI | B | -0.26% | |
| OPCH | D | -0.26% | |
| WT | A | -0.26% | |
| CRNX | B | -0.25% | |
| AVPT | C | -0.25% | |
| EIG | B | -0.25% | |
| NWLI | A | -0.25% | |
| UNM | D | -0.25% | |
| OSW | B | -0.24% | |
| WABC | C | -0.24% | |
| MIRM | A | -0.24% | |
| NJR | C | -0.24% | |
| SCI | C | -0.24% | |
| SAFT | C | -0.24% | |
| IDCC | B | -0.23% | |
| COLL | D | -0.23% | |
| NTST | D | -0.23% | |
| HWKN | B | -0.23% | |
| LBTYK | C | -0.22% | |
| KRP | A | -0.22% | |
| IMKTA | D | -0.21% | |
| PPC | C | -0.21% | |
| AGX | C | -0.2% | |
| CORT | C | -0.2% | |
| AVA | D | -0.2% | |
| HCC | C | -0.2% | |
| EDR | A | -0.2% | |
| INVA | B | -0.2% | |
| SWX | D | -0.19% | |
| JBSS | D | -0.18% | |
| NTCT | F | -0.18% | |
| AMSF | D | -0.18% | |
| CHH | C | -0.18% | |
| AWR | C | -0.18% | |
| ARCH | F | -0.18% | |
| BFC | B | -0.18% | |
| RARE | C | -0.18% | |
| KNSA | B | -0.17% | |
| SPNT | C | -0.17% | |
| SHEN | D | -0.17% | |
| PJT | B | -0.17% | |
| ICFI | F | -0.17% | |
| ATEN | D | -0.17% | |
| USLM | B | -0.17% | |
| CWT | C | -0.17% | |
| RGR | F | -0.16% | |
| HALO | B | -0.16% | |
| KRYS | B | -0.16% | |
| CNXN | D | -0.16% | |
| WMK | C | -0.16% | |
| GTX | D | -0.16% | |
| PRGO | F | -0.16% | |
| NABL | B | -0.16% | |
| VITL | C | -0.15% | |
| IRWD | D | -0.15% | |
| BLKB | D | -0.15% | |
| OGS | C | -0.14% | |
| VVX | C | -0.14% | |
| CHCO | B | -0.14% | |
| HSTM | B | -0.14% | |
| SPTN | D | -0.14% | |
| KELYA | F | -0.14% | |
| LSXMA | D | -0.14% | |
| ADMA | B | -0.14% | |
| REX | D | -0.14% | |
| VREX | F | -0.13% | |
| IDT | D | -0.13% | |
| ATGE | A | -0.13% | |
| CNX | B | -0.13% | |
| ACHC | D | -0.13% | |
| IRON | D | -0.13% | |
| SMP | F | -0.12% | |
| EBF | A | -0.12% | |
| CXW | D | -0.12% | |
| CIEN | F | -0.12% | |
| GPK | D | -0.12% | |
| ALRM | C | -0.12% | |
| CLW | D | -0.12% | |
| SLGN | D | -0.12% | |
| STRA | D | -0.11% | |
| LTC | B | -0.11% | |
| HCKT | D | -0.11% | |
| DJCO | A | -0.11% | |
| USM | B | -0.11% | |
| UVE | D | -0.11% | |
| NTNX | D | -0.11% | |
| DHIL | D | -0.1% | |
| ANIP | C | -0.1% | |
| LQDT | B | -0.1% | |
| CCRN | F | -0.1% | |
| ACEL | D | -0.1% | |
| UFCS | D | -0.1% | |
| LMAT | A | -0.1% | |
| YORW | C | -0.1% | |
| ACT | B | -0.09% | |
| NPK | D | -0.09% | |
| AGIO | C | -0.09% | |
| ATEX | B | -0.09% | |
| THS | D | -0.09% | |
| FC | C | -0.09% | |
| PBF | F | -0.09% | |
| LQDA | D | -0.09% | |
| ITCI | B | -0.08% | |
| GWRE | C | -0.08% | |
| MATX | C | -0.08% | |
| SCHL | D | -0.08% | |
| ACLX | C | -0.08% | |
| CEIX | C | -0.08% | |
| RAMP | F | -0.08% | |
| PLXS | C | -0.08% | |
| EPAC | B | -0.08% | |
| HCI | F | -0.08% | |
| ZYME | C | -0.08% | |
| FRPH | D | -0.08% | |
| DK | F | -0.07% | |
| SENEA | B | -0.07% | |
| METC | D | -0.07% | |
| SPRY | B | -0.07% | |
| IMNM | F | -0.07% | |
| SR | B | -0.07% | |
| TBPH | D | -0.07% | |
| CPK | C | -0.07% | |
| WINA | C | -0.07% | |
| CRVL | B | -0.07% | |
| SEB | F | -0.07% | |
| CNSL | B | -0.07% | |
| OSIS | B | -0.07% | |
| TIPT | D | -0.07% | |
| BBSI | B | -0.07% | |
| NRC | F | -0.07% | |
| CART | C | -0.06% | |
| AESI | D | -0.06% | |
| NTGR | B | -0.06% | |
| GEO | B | -0.06% | |
| DORM | D | -0.06% | |
| UTI | B | -0.06% | |
| BOX | F | -0.06% | |
| BATRA | C | -0.06% | |
| TARS | D | -0.06% | |
| USPH | F | -0.06% | |
| COKE | C | -0.06% | |
| RMR | C | -0.06% | |
| HG | D | -0.06% | |
| MCS | D | -0.06% | |
| IMXI | F | -0.06% | |
| DAWN | C | -0.05% | |
| SWBI | D | -0.05% | |
| TH | F | -0.05% | |
| MITK | F | -0.05% | |
| ANAB | B | -0.05% | |
| EWTX | B | -0.05% | |
| GNK | D | -0.05% | |
| IMAX | C | -0.05% | |
| ACAD | D | -0.05% | |
| ADEA | C | -0.05% | |
| SQSP | B | -0.05% | |
| BTU | D | -0.05% | |
| UTZ | F | -0.05% | |
| CGON | D | -0.05% | |
| CGEM | D | -0.04% | |
| CRGX | F | -0.04% | |
| ITOS | C | -0.04% | |
| IRMD | C | -0.04% | |
| KROS | F | -0.04% | |
| ROG | C | -0.04% | |
| BMEA | F | -0.02% |
NBSM: Top Represented Industries & Keywords
SMMV: Top Represented Industries & Keywords
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