SMCO vs. NBSM ETF Comparison
Comparison of Hilton Small-MidCap Opportunity ETF (SMCO) to Neuberger Berman Small-Mid Cap ETF (NBSM)
SMCO
Hilton Small-MidCap Opportunity ETF
SMCO Description
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund"s portfolio will typically consist of between 50-75 stocks. The fund"s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.
Grade (RS Rating)
Last Trade
$27.03
Average Daily Volume
15,032
61
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 | SMCO | NBSM |
|---|---|---|
| 30 Days | 8.24% | 5.91% |
| 60 Days | 8.92% | 5.08% |
| 90 Days | 10.79% | 6.00% |
| 12 Months |
SMCO Overweight 55 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| KD | B | 2.92% | |
| CLH | B | 2.78% | |
| HLI | B | 2.67% | |
| PRIM | A | 2.6% | |
| DY | D | 2.48% | |
| EME | C | 2.47% | |
| LYV | A | 2.47% | |
| MGNI | A | 2.17% | |
| EQT | B | 2.08% | |
| RL | B | 2.06% | |
| NVT | B | 1.97% | |
| TDY | B | 1.94% | |
| MC | C | 1.91% | |
| SAIA | B | 1.91% | |
| BWXT | B | 1.78% | |
| MTSI | B | 1.75% | |
| CBSH | A | 1.75% | |
| BURL | A | 1.72% | |
| CYBR | B | 1.68% | |
| CIEN | B | 1.66% | |
| PLNT | A | 1.64% | |
| CMC | B | 1.59% | |
| J | F | 1.58% | |
| BJ | A | 1.57% | |
| IDA | A | 1.56% | |
| BAH | F | 1.54% | |
| VVV | F | 1.52% | |
| RNR | C | 1.51% | |
| SFM | A | 1.45% | |
| RS | B | 1.43% | |
| BR | A | 1.43% | |
| COLD | D | 1.42% | |
| IRT | A | 1.3% | |
| DBRG | F | 1.28% | |
| SNX | C | 1.27% | |
| POOL | C | 1.21% | |
| STE | F | 1.17% | |
| CRL | C | 1.17% | |
| SMPL | B | 1.16% | |
| DOX | D | 1.15% | |
| LSTR | D | 1.13% | |
| CWEN | C | 1.12% | |
| TENB | C | 1.11% | |
| CTRA | B | 1.1% | |
| CMS | C | 1.04% | |
| WST | C | 1.02% | |
| ARES | A | 1.0% | |
| TFX | F | 0.92% | |
| HP | B | 0.91% | |
| ASH | D | 0.91% | |
| MGY | A | 0.9% | |
| ICFI | F | 0.77% | |
| REXR | F | 0.76% | |
| ARE | D | 0.75% | |
| ELF | C | 0.74% |
SMCO Underweight 40 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% | |
| 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% | |
| TTC | D | -2.12% | |
| CR | A | -2.09% | |
| GGG | B | -2.04% | |
| LFUS | F | -1.99% | |
| LECO | B | -1.99% | |
| TXRH | C | -1.94% | |
| 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% |
SMCO: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
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