NBSM vs. XMMO ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Invesco S&P MidCap Momentum ETF (XMMO)
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
$27.75
Average Daily Volume
11,547
46
XMMO
Invesco S&P MidCap Momentum ETF
XMMO Description
The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.Grade (RS Rating)
Last Trade
$134.35
Average Daily Volume
239,497
77
Performance
| Period | NBSM | XMMO |
|---|---|---|
| 30 Days | 5.91% | 10.48% |
| 60 Days | 5.08% | 11.13% |
| 90 Days | 6.00% | 12.15% |
| 12 Months | 61.77% |
NBSM Overweight 38 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 4.27% | |
| WSO | A | 3.19% | |
| VMI | B | 3.11% | |
| 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 | D | 2.41% | |
| RLI | B | 2.33% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | D | 2.12% | |
| GGG | B | 2.04% | |
| LFUS | F | 1.99% | |
| LECO | B | 1.99% | |
| ENTG | D | 1.88% | |
| CFR | B | 1.86% | |
| TECH | D | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | A | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | D | 1.54% | |
| SPSC | C | 1.51% | |
| CHD | B | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | D | 1.37% | |
| ICLR | D | 1.21% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | D | 1.14% | |
| FND | C | 1.09% | |
| AWI | A | 1.04% |
NBSM Underweight 69 Positions Relative to XMMO
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | C | -3.58% | |
| RGA | A | -2.87% | |
| SFM | A | -2.87% | |
| WSM | B | -2.83% | |
| TPL | A | -2.79% | |
| LII | A | -2.58% | |
| THC | D | -2.46% | |
| CW | B | -2.44% | |
| CSL | C | -2.41% | |
| EVR | B | -2.16% | |
| EQH | B | -2.12% | |
| FIX | A | -2.08% | |
| TOL | B | -2.08% | |
| IBKR | A | -1.98% | |
| WING | D | -1.96% | |
| JEF | A | -1.93% | |
| FNF | B | -1.89% | |
| CASY | A | -1.76% | |
| XPO | B | -1.74% | |
| MUSA | A | -1.6% | |
| DTM | B | -1.57% | |
| ANF | C | -1.49% | |
| HLI | B | -1.47% | |
| EWBC | A | -1.45% | |
| SF | B | -1.44% | |
| HRB | D | -1.4% | |
| PSTG | D | -1.37% | |
| CLH | B | -1.37% | |
| AIT | A | -1.35% | |
| EHC | B | -1.31% | |
| BLD | D | -1.28% | |
| JLL | D | -1.21% | |
| BWXT | B | -1.21% | |
| NBIX | C | -1.2% | |
| AYI | B | -1.17% | |
| CACI | D | -1.16% | |
| COKE | C | -1.06% | |
| NVT | B | -1.02% | |
| ALLY | C | -0.97% | |
| ORI | A | -0.92% | |
| LNW | D | -0.91% | |
| MORN | B | -0.91% | |
| BRBR | A | -0.91% | |
| MTG | C | -0.9% | |
| FLR | B | -0.84% | |
| NYT | C | -0.82% | |
| FLS | B | -0.8% | |
| KD | B | -0.79% | |
| KNF | A | -0.78% | |
| ESAB | B | -0.76% | |
| OLED | D | -0.72% | |
| R | B | -0.7% | |
| GAP | C | -0.66% | |
| CBT | C | -0.63% | |
| KBH | D | -0.61% | |
| CRUS | D | -0.6% | |
| AMG | B | -0.56% | |
| ESNT | D | -0.55% | |
| JHG | A | -0.55% | |
| SLM | A | -0.54% | |
| UMBF | B | -0.54% | |
| LOPE | B | -0.53% | |
| BCO | D | -0.52% | |
| AM | A | -0.5% | |
| POST | C | -0.48% | |
| SBRA | C | -0.44% | |
| CNO | A | -0.41% | |
| IBOC | A | -0.4% | |
| PPC | C | -0.35% |
NBSM: Top Represented Industries & Keywords
XMMO: Top Represented Industries & Keywords
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