LBAY vs. NBSM ETF Comparison
Comparison of Leatherback Long/Short Alternative Yield ETF (LBAY) to Neuberger Berman Small-Mid Cap ETF (NBSM)
LBAY
Leatherback Long/Short Alternative Yield ETF
LBAY Description
The investment seeks capital appreciation and income. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing long positions in securities believed to provide sustainable shareholder yield (defined as dividends plus buybacks plus debt paydowns) and taking short positions in securities expected to decline in price. It will generally have net exposure of 75% - 110% long. The fund's long positions are generally expected to be comprised of equity securities or depositary receipts, although long positions may also include investment-grade corporate bonds and convertible bonds. It is non-diversified.
Grade (RS Rating)
Last Trade
$25.92
Average Daily Volume
3,030
53
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
$24.69
Average Daily Volume
16,678
10
Performance
| Period | LBAY | NBSM |
|---|---|---|
| 30 Days | -4.36% | -4.34% |
| 60 Days | -1.31% | 1.60% |
| 90 Days | -1.49% | |
| 12 Months | 0.58% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBAY | Weight in NBSM | Overlap |
|---|
LBAY Overweight 53 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| BG | C | 5.26% | |
| XOM | D | 5.09% | |
| FIS | B | 5.05% | |
| V | D | 4.87% | |
| ORI | C | 4.74% | |
| ZBH | F | 4.41% | |
| ABBV | B | 4.32% | |
| PKG | B | 4.25% | |
| ICE | B | 4.24% | |
| AGNC | A | 4.2% | |
| AWK | B | 4.18% | |
| APD | B | 4.14% | |
| LHX | B | 3.97% | |
| MDT | C | 3.84% | |
| CMCSA | F | 3.82% | |
| NEM | B | 3.75% | |
| MMM | B | 3.47% | |
| UNP | D | 3.25% | |
| DPZ | B | 3.19% | |
| LW | C | 3.1% | |
| MTN | F | 3.05% | |
| JNJ | F | 2.95% | |
| PCH | F | 2.83% | |
| KDP | B | 2.82% | |
| CARR | B | 2.81% | |
| KO | B | 2.77% | |
| RIO | D | 2.56% | |
| BKNG | A | 2.51% | |
| MSCI | D | 2.5% | |
| WM | C | 2.44% | |
| SPGI | B | 2.43% | |
| SOLV | F | 1.72% | |
| DAL | C | -0.97% | |
| NFLX | A | -0.98% | |
| FIX | C | -1.0% | |
| IRM | A | -1.0% | |
| BURL | B | -1.06% | |
| DKS | B | -1.09% | |
| SITE | F | -1.19% | |
| VRT | D | -1.36% | |
| SQ | F | -1.36% | |
| OLLI | B | -1.48% | |
| PLNT | B | -1.5% | |
| EQIX | C | -1.56% | |
| AAPL | B | -1.61% | |
| DLR | A | -1.66% | |
| BLK | D | -1.67% | |
| DASH | D | -1.69% | |
| AVGO | A | -1.73% | |
| RCL | B | -1.79% | |
| CMG | A | -1.85% | |
| TSLA | C | -1.86% | |
| SF | D | -1.93% |
LBAY: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
Compare ETFs
