XHE vs. NBSM ETF Comparison
Comparison of SPDR S&P Health Care Equipment (XHE) to Neuberger Berman Small-Mid Cap ETF (NBSM)
XHE
SPDR S&P Health Care Equipment
XHE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$89.20
Average Daily Volume
9,812
62
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
$27.08
Average Daily Volume
10,617
45
Performance
| Period | XHE | NBSM |
|---|---|---|
| 30 Days | 1.49% | 1.39% |
| 60 Days | -0.64% | 5.99% |
| 90 Days | 2.88% | 5.70% |
| 12 Months | 21.92% |
1 Overlapping Holdings
| Symbol | Grade | Weight in XHE | Weight in NBSM | Overlap | |
|---|---|---|---|---|---|
| HAE | B | 2.12% | 2.72% | 2.12% |
XHE Overweight 61 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| ATEC | C | 2.53% | |
| MASI | B | 2.47% | |
| IART | C | 2.46% | |
| ATRC | C | 2.24% | |
| PEN | C | 2.19% | |
| GMED | B | 2.07% | |
| PODD | B | 2.03% | |
| PRCT | C | 2.03% | |
| GKOS | B | 1.96% | |
| IRTC | C | 1.96% | |
| OMCL | C | 1.95% | |
| NARI | C | 1.9% | |
| ISRG | A | 1.89% | |
| LIVN | C | 1.89% | |
| MMSI | B | 1.88% | |
| ENOV | C | 1.87% | |
| UFPT | C | 1.87% | |
| ITGR | B | 1.86% | |
| BSX | A | 1.84% | |
| DXCM | C | 1.84% | |
| NVST | C | 1.83% | |
| SYK | A | 1.8% | |
| ZBH | C | 1.79% | |
| AXNX | A | 1.77% | |
| SOLV | C | 1.74% | |
| ABT | C | 1.72% | |
| LMAT | B | 1.71% | |
| CNMD | C | 1.71% | |
| BDX | F | 1.71% | |
| RMD | C | 1.71% | |
| ICUI | D | 1.71% | |
| MDT | D | 1.69% | |
| GEHC | D | 1.69% | |
| HOLX | D | 1.69% | |
| EW | F | 1.66% | |
| NEOG | D | 1.65% | |
| NVCR | D | 1.65% | |
| INSP | F | 1.61% | |
| STE | D | 1.57% | |
| ALGN | D | 1.56% | |
| STAA | F | 1.55% | |
| BAX | F | 1.47% | |
| IDXX | F | 1.47% | |
| RXST | F | 1.43% | |
| LNTH | F | 1.4% | |
| TFX | F | 1.37% | |
| TNDM | F | 1.22% | |
| SRDX | D | 1.21% | |
| XRAY | F | 1.17% | |
| TMDX | F | 1.05% | |
| VREX | C | 1.01% | |
| AORT | C | 0.89% | |
| OFIX | C | 0.67% | |
| SIBN | D | 0.66% | |
| EMBC | C | 0.61% | |
| ZIMV | F | 0.57% | |
| AVNS | F | 0.48% | |
| KIDS | F | 0.46% | |
| OSUR | F | 0.43% | |
| TCMD | B | 0.4% | |
| AXGN | D | 0.39% |
XHE Underweight 44 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | -3.94% | |
| EXP | B | -3.89% | |
| KEX | A | -3.49% | |
| WSO | B | -3.13% | |
| VMI | B | -3.08% | |
| ITT | A | -3.07% | |
| RYAN | B | -3.04% | |
| RBC | B | -2.91% | |
| ATR | A | -2.9% | |
| TTEK | F | -2.8% | |
| TYL | B | -2.69% | |
| CNX | B | -2.59% | |
| CHE | D | -2.34% | |
| TTC | F | -2.2% | |
| RLI | A | -2.18% | |
| MKSI | C | -2.18% | |
| CBU | B | -2.15% | |
| CR | B | -2.06% | |
| LECO | C | -2.05% | |
| LFUS | D | -2.04% | |
| ENTG | F | -1.97% | |
| GGG | B | -1.97% | |
| NXST | C | -1.97% | |
| LSCC | D | -1.9% | |
| TDW | F | -1.89% | |
| TXRH | A | -1.89% | |
| TECH | D | -1.87% | |
| CFR | B | -1.81% | |
| TSCO | D | -1.64% | |
| POWI | D | -1.64% | |
| BSY | F | -1.61% | |
| SPSC | F | -1.54% | |
| PB | B | -1.5% | |
| CHD | A | -1.44% | |
| ROL | C | -1.41% | |
| LNT | C | -1.39% | |
| SSD | F | -1.38% | |
| ICLR | F | -1.28% | |
| BFAM | F | -1.23% | |
| IBP | F | -1.18% | |
| MANH | C | -1.16% | |
| CNM | D | -1.07% | |
| FND | F | -1.06% | |
| AWI | B | -1.02% |
XHE: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
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