CWS vs. NBSM ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to Neuberger Berman Small-Mid Cap ETF (NBSM)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$60.67
Average Daily Volume
13,554
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
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
$24.81
Average Daily Volume
28,457
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | CWS | NBSM |
---|---|---|
30 Days | -2.97% | -3.14% |
60 Days | -1.93% | |
90 Days | -0.18% | |
12 Months | 19.61% |
1 Overlapping Holdings
Symbol | Grade | Weight in CWS | Weight in NBSM | Overlap | |
---|---|---|---|---|---|
FICO | C | 3.92% | 3.17% | 3.17% |
CWS Overweight 22 Positions Relative to NBSM
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Utilities - Regulated Water
NBSM: Top Represented Industries & Keywords
Industries:
Building Materials
Diagnostics & Research
Diversified Industrials
Electronics Distribution
Medical Care
Oil & Gas Equipment & Services
Semiconductors
Shipping & Ports
Software - Infrastructure
Tools & Accessories
Keywords:
Barge
Boat
Bulk Cargo
Construction
Account Management
Adhesives
Aerospace
Aerospace Components
Aerospace Market
Agricultural Chemicals
Air Conditioning
Analytical Solutions
Applied Sciences
Bearings
Biology
Biomarkers
Biotechnology
Building Materials
Business Process Management
Card Processing