NBCC vs. KIE ETF Comparison

Comparison of Neuberger Berman Next Generation Connected Consumer ETF (NBCC) to SPDR S&P Insurance ETF (KIE)
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

$24.88

Average Daily Volume

278

Number of Holdings *

24

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

SPDR S&P Insurance ETF

KIE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance 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 insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.36

Average Daily Volume

1,053,719

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period NBCC KIE
30 Days 2.10% 5.16%
60 Days 5.97% 7.23%
90 Days 6.39% 9.79%
12 Months 18.78% 36.80%
1 Overlapping Holdings
Symbol Grade Weight in NBCC Weight in KIE Overlap
ALL A 3.83% 1.94% 1.94%
NBCC Overweight 23 Positions Relative to KIE
Symbol Grade Weight
SPOT B 5.19%
DKNG B 4.95%
CCL A 4.8%
PM B 4.54%
TMUS B 4.43%
ULTA F 4.3%
MCD D 4.05%
WIX A 3.96%
HD B 3.89%
LVS B 3.6%
TJX A 3.13%
GOOG C 3.12%
MTCH D 2.76%
UL D 2.74%
WRBY A 2.73%
NKE F 2.66%
KDP F 2.66%
NFLX A 2.41%
GE D 2.12%
DLTR F 1.72%
WMT A 1.39%
CMG B 0.99%
PSMT D 0.97%
NBCC Underweight 49 Positions Relative to KIE
Symbol Grade Weight
GSHD A -2.49%
UNM A -2.45%
BHF C -2.23%
LNC C -2.21%
KMPR A -2.2%
CNO B -2.2%
PRI B -2.17%
RLI A -2.15%
AGO B -2.13%
AIZ A -2.09%
WTM A -2.08%
THG A -2.07%
RYAN A -2.06%
CINF A -2.05%
AXS A -2.04%
MKL A -2.04%
SIGI C -2.03%
PRU A -2.02%
AON A -2.02%
WTW B -2.02%
MET A -2.02%
GNW A -2.02%
TRV B -2.01%
RGA A -2.0%
ORI A -1.99%
PFG D -1.98%
BRO B -1.98%
L A -1.97%
AFG A -1.97%
GL C -1.96%
AIG B -1.93%
WRB A -1.91%
KNSL B -1.9%
PGR A -1.88%
FNF B -1.88%
ESGR B -1.88%
HIG B -1.88%
AFL B -1.88%
AJG A -1.85%
CB C -1.85%
RNR C -1.85%
FAF A -1.82%
MMC B -1.8%
EG C -1.78%
PLMR A -1.75%
ACGL C -1.66%
ERIE D -1.45%
STC B -1.38%
OSCR D -1.33%
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