NBSM vs. FPX ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to First Trust IPOX-100 Index Fund (FPX)
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
$25.95
Average Daily Volume
10,788
44
FPX
First Trust IPOX-100 Index Fund
FPX Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the IPOX(R)-100 U.S. Index. The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified, value-weighted price index measuring the performance of the top U.S. companies ranked quarterly by market capitalization in the IPOX(R) Global Composite Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$111.44
Average Daily Volume
15,587
84
Performance
| Period | NBSM | FPX |
|---|---|---|
| 30 Days | -1.94% | 1.87% |
| 60 Days | -0.96% | 7.63% |
| 90 Days | 2.29% | 18.48% |
| 12 Months | 40.15% |
NBSM Overweight 40 Positions Relative to FPX
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 3.85% | |
| EXP | B | 3.8% | |
| KEX | D | 3.4% | |
| TTEK | B | 3.08% | |
| ITT | C | 3.02% | |
| WSO | D | 3.01% | |
| VMI | A | 3.0% | |
| ATR | A | 2.97% | |
| TYL | A | 2.82% | |
| RBC | D | 2.74% | |
| CHE | F | 2.43% | |
| HAE | F | 2.39% | |
| TTC | F | 2.19% | |
| RLI | B | 2.18% | |
| CBU | A | 2.07% | |
| LFUS | D | 2.05% | |
| ENTG | D | 2.04% | |
| MKSI | F | 2.0% | |
| NXST | A | 1.97% | |
| TXRH | A | 1.96% | |
| GGG | D | 1.96% | |
| LECO | B | 1.94% | |
| TECH | B | 1.93% | |
| TDW | F | 1.88% | |
| LSCC | C | 1.86% | |
| CFR | B | 1.78% | |
| POWI | C | 1.62% | |
| TSCO | D | 1.6% | |
| BFAM | C | 1.5% | |
| PB | B | 1.49% | |
| CHD | B | 1.47% | |
| SPSC | F | 1.46% | |
| ROL | D | 1.44% | |
| SSD | F | 1.42% | |
| ICLR | F | 1.41% | |
| IBP | F | 1.26% | |
| MANH | D | 1.15% | |
| FND | D | 1.15% | |
| CNM | D | 1.1% | |
| LNT | C | 1.0% |
NBSM Underweight 80 Positions Relative to FPX
| Symbol | Grade | Weight | |
|---|---|---|---|
| CARR | D | -7.05% | |
| IOT | C | -6.91% | |
| REGN | F | -5.71% | |
| PLTR | B | -5.22% | |
| CEG | B | -4.43% | |
| DASH | A | -4.05% | |
| GEV | A | -3.5% | |
| APP | B | -3.42% | |
| KVUE | B | -3.3% | |
| CRWD | C | -2.4% | |
| DUOL | A | -2.36% | |
| TPG | B | -1.85% | |
| ABNB | B | -1.8% | |
| RBLX | A | -1.74% | |
| PCVX | C | -1.6% | |
| VRT | B | -1.5% | |
| DTM | A | -1.46% | |
| HOOD | B | -1.29% | |
| RKT | D | -1.21% | |
| DKNG | F | -1.15% | |
| VLTO | D | -1.12% | |
| COIN | C | -1.11% | |
| OWL | B | -1.1% | |
| CRBG | B | -1.01% | |
| JXN | B | -0.96% | |
| KNF | A | -0.9% | |
| HQY | B | -0.9% | |
| FNF | C | -0.89% | |
| NSIT | F | -0.88% | |
| GEHC | D | -0.87% | |
| VERX | B | -0.84% | |
| SNOW | C | -0.83% | |
| NRG | B | -0.79% | |
| ESAB | A | -0.72% | |
| TOST | A | -0.72% | |
| UTHR | A | -0.67% | |
| AZEK | C | -0.66% | |
| COHR | B | -0.64% | |
| THC | C | -0.62% | |
| RDDT | A | -0.56% | |
| COOP | D | -0.55% | |
| GKOS | B | -0.54% | |
| SOLV | B | -0.54% | |
| OSCR | C | -0.53% | |
| NUVL | D | -0.52% | |
| KNTK | B | -0.52% | |
| DOCS | A | -0.49% | |
| PSN | A | -0.48% | |
| ACT | D | -0.47% | |
| ACLX | B | -0.4% | |
| SLVM | B | -0.38% | |
| NPAB | D | -0.37% | |
| LNW | D | -0.36% | |
| FOUR | B | -0.36% | |
| TMDX | F | -0.35% | |
| STEP | B | -0.31% | |
| SGBX | F | -0.31% | |
| ROIV | D | -0.3% | |
| RBRK | A | -0.3% | |
| RVMD | A | -0.3% | |
| PECO | B | -0.29% | |
| PRCT | A | -0.29% | |
| CRDO | A | -0.28% | |
| KYMR | C | -0.27% | |
| ZETA | C | -0.26% | |
| RNA | C | -0.23% | |
| BROS | B | -0.23% | |
| KRYS | C | -0.22% | |
| ITRI | A | -0.2% | |
| LTH | D | -0.2% | |
| VRRM | F | -0.19% | |
| OGN | D | -0.19% | |
| KROS | A | -0.19% | |
| PHIN | C | -0.17% | |
| RXST | D | -0.17% | |
| INTA | B | -0.16% | |
| GRND | A | -0.15% | |
| ACVA | F | -0.13% | |
| DYN | F | -0.13% | |
| FA | D | -0.11% |
NBSM: Top Represented Industries & Keywords
FPX: Top Represented Industries & Keywords
Compare ETFs
