PBE vs. NBSM ETF Comparison
Comparison of PowerShares Dynamic Biotech & Genome (PBE) to Neuberger Berman Small-Mid Cap ETF (NBSM)
PBE
PowerShares Dynamic Biotech & Genome
PBE Description
The PowerShares Dynamic Biotechnology & Genome Portfolio (Fund) is based on the Dynamic Biotech & Genome 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 is designed to provide capital appreciation by thoroughly evaluating 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 biotechnology and genome companies. These are companies that are principally engaged in the research, development, manufacture and marketing and distribution of various biotechnological products, services and processes and companies that benefit significantly from scientific and technological advances biotechnology and genetic engineering and reseach. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$69.56
Average Daily Volume
6,596
30
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
Performance
| Period | PBE | NBSM |
|---|---|---|
| 30 Days | 2.96% | 5.91% |
| 60 Days | -0.81% | 5.08% |
| 90 Days | -2.51% | 6.00% |
| 12 Months | 22.72% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PBE | Weight in NBSM | Overlap | |
|---|---|---|---|---|---|
| TECH | D | 2.89% | 1.81% | 1.81% |
PBE Overweight 29 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| UTHR | C | 5.74% | |
| ILMN | D | 5.64% | |
| ALNY | D | 4.78% | |
| AMGN | D | 4.7% | |
| BIIB | F | 4.21% | |
| NBIX | C | 4.18% | |
| XNCR | B | 3.88% | |
| EXEL | B | 3.86% | |
| TGTX | B | 3.78% | |
| BMRN | D | 3.76% | |
| MNKD | C | 3.7% | |
| NTRA | B | 3.56% | |
| REGN | F | 3.38% | |
| INCY | C | 3.35% | |
| VCYT | B | 3.28% | |
| ACAD | D | 3.06% | |
| CPRX | C | 3.0% | |
| BPMC | C | 2.91% | |
| VCEL | B | 2.79% | |
| OPK | C | 2.78% | |
| RGEN | D | 2.76% | |
| PTGX | C | 2.75% | |
| QGEN | D | 2.59% | |
| BCRX | D | 2.56% | |
| HALO | F | 2.42% | |
| COLL | F | 2.27% | |
| CDNA | D | 1.92% | |
| NVAX | F | 1.83% | |
| MYGN | F | 1.61% |
PBE Underweight 45 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | -4.27% | |
| EXP | A | -3.88% | |
| KEX | C | -3.67% | |
| WSO | A | -3.19% | |
| ITT | A | -3.11% | |
| 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 | D | -2.41% | |
| RLI | B | -2.33% | |
| CBU | B | -2.21% | |
| MKSI | C | -2.17% | |
| TTC | D | -2.12% | |
| CR | A | -2.09% | |
| GGG | B | -2.04% | |
| LFUS | F | -1.99% | |
| LECO | B | -1.99% | |
| TXRH | C | -1.94% | |
| ENTG | D | -1.88% | |
| CFR | B | -1.86% | |
| 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% | |
| CNM | D | -0.99% | |
| CVLT | B | -0.51% |
PBE: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
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