NBCC vs. IAK ETF Comparison

Comparison of Neuberger Berman Next Generation Connected Consumer ETF (NBCC) to iShares U.S. Insurance ETF (IAK)
NBCC

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description

Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.93

Average Daily Volume

278

Number of Holdings *

24

* may have additional holdings in another (foreign) market
IAK

iShares U.S. Insurance ETF

IAK Description The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$136.03

Average Daily Volume

63,083

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period NBCC IAK
30 Days 3.50% 4.13%
60 Days 5.83% 4.68%
90 Days 6.59% 9.37%
12 Months 19.01% 40.05%
1 Overlapping Holdings
Symbol Grade Weight in NBCC Weight in IAK Overlap
ALL A 3.77% 4.52% 3.77%
NBCC Overweight 23 Positions Relative to IAK
Symbol Grade Weight
SPOT B 5.75%
DKNG B 5.14%
CCL B 4.84%
PM B 4.72%
WIX B 4.35%
TMUS B 4.32%
MCD D 3.9%
ULTA F 3.84%
HD A 3.81%
LVS C 3.6%
TJX A 3.09%
GOOG C 2.98%
WRBY B 2.96%
UL D 2.71%
MTCH D 2.68%
NFLX A 2.56%
KDP D 2.53%
NKE D 2.51%
GE D 2.04%
DLTR F 1.73%
WMT A 1.4%
CMG B 0.95%
PSMT C 0.94%
NBCC Underweight 51 Positions Relative to IAK
Symbol Grade Weight
PGR A -16.35%
CB C -11.69%
TRV B -6.34%
AFL B -6.0%
MET A -4.7%
PRU A -4.66%
AIG B -4.47%
HIG B -4.02%
ACGL D -3.88%
CINF A -2.76%
MKL A -2.61%
PFG D -2.17%
WRB A -2.12%
FNF B -1.82%
L A -1.78%
UNM A -1.42%
AIZ A -1.32%
KNSL B -1.24%
AFG A -1.21%
ERIE D -1.2%
PRI A -1.19%
GL B -1.16%
ORI A -1.05%
RLI B -0.87%
FAF A -0.79%
AXS A -0.78%
SIGI C -0.72%
THG A -0.7%
LNC B -0.6%
WTM A -0.58%
AGO B -0.54%
KMPR B -0.51%
CNO A -0.49%
BHF B -0.37%
OSCR D -0.36%
GNW A -0.35%
PLMR B -0.33%
STC B -0.24%
MCY A -0.24%
TRUP B -0.21%
LMND B -0.21%
HMN B -0.2%
SKWD A -0.2%
EIG B -0.16%
SAFT C -0.16%
CNA B -0.14%
AMSF B -0.14%
PRA C -0.1%
AMBC C -0.08%
UFCS B -0.06%
JRVR F -0.03%
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