NBSM vs. FTDS ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to First Trust Dividend Strength ETF (FTDS)
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
$27.75
Average Daily Volume
11,547
46
FTDS
First Trust Dividend Strength ETF
FTDS Description
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the common stocks and real estate investment companies (?REITs?) that comprise the index. The index is designed to provide exposure to well-capitalized companies with a history of increasing their dividends. The term ?well-capitalized? reflects companies that have strong balance sheets with durable cash flow and a record of profitability.Grade (RS Rating)
Last Trade
$54.81
Average Daily Volume
1,416
48
Performance
| Period | NBSM | FTDS |
|---|---|---|
| 30 Days | 5.91% | 4.60% |
| 60 Days | 5.08% | 5.67% |
| 90 Days | 6.00% | 6.43% |
| 12 Months | 29.14% |
NBSM Overweight 44 Positions Relative to FTDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 4.27% | |
| EXP | A | 3.88% | |
| KEX | C | 3.67% | |
| WSO | A | 3.19% | |
| ITT | A | 3.11% | |
| VMI | B | 3.11% | |
| RYAN | B | 3.08% | |
| ATR | B | 2.93% | |
| RBC | A | 2.92% | |
| HAE | C | 2.9% | |
| TYL | B | 2.72% | |
| CNX | A | 2.68% | |
| TTEK | F | 2.46% | |
| CHE | D | 2.41% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | D | 2.12% | |
| CR | A | 2.09% | |
| GGG | B | 2.04% | |
| LFUS | F | 1.99% | |
| LECO | B | 1.99% | |
| TXRH | C | 1.94% | |
| ENTG | D | 1.88% | |
| TECH | D | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | A | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | D | 1.54% | |
| SPSC | C | 1.51% | |
| CHD | B | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | D | 1.37% | |
| ICLR | D | 1.21% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | D | 1.14% | |
| FND | C | 1.09% | |
| AWI | A | 1.04% | |
| CNM | D | 0.99% | |
| CVLT | B | 0.51% |
NBSM Underweight 46 Positions Relative to FTDS
| Symbol | Grade | Weight | |
|---|---|---|---|
| GRMN | B | -2.48% | |
| CBSH | A | -2.34% | |
| WH | B | -2.29% | |
| HOMB | A | -2.27% | |
| UNM | A | -2.25% | |
| EWBC | A | -2.24% | |
| CTRA | B | -2.2% | |
| SNA | A | -2.17% | |
| EOG | A | -2.15% | |
| DGX | A | -2.15% | |
| CINF | A | -2.14% | |
| COP | C | -2.14% | |
| CMI | A | -2.14% | |
| THG | A | -2.1% | |
| NOV | C | -2.06% | |
| CF | B | -2.06% | |
| HON | B | -2.05% | |
| ORI | A | -2.05% | |
| EQH | B | -2.04% | |
| ALL | A | -2.03% | |
| OSK | B | -2.02% | |
| BG | F | -2.01% | |
| PCAR | B | -2.01% | |
| TGT | F | -1.99% | |
| LW | C | -1.97% | |
| PSX | C | -1.97% | |
| APD | A | -1.96% | |
| QCOM | F | -1.92% | |
| DINO | D | -1.92% | |
| EG | C | -1.92% | |
| DVN | F | -1.91% | |
| RDN | C | -1.91% | |
| UNP | C | -1.9% | |
| EMN | D | -1.89% | |
| MTG | C | -1.89% | |
| NXPI | D | -1.87% | |
| BPOP | B | -1.87% | |
| ADM | D | -1.85% | |
| PPG | F | -1.85% | |
| DKS | C | -1.82% | |
| GD | F | -1.82% | |
| FMC | D | -1.75% | |
| GPC | D | -1.72% | |
| LMT | D | -1.72% | |
| IPG | D | -1.7% | |
| HII | D | -1.48% |
NBSM: Top Represented Industries & Keywords
FTDS: Top Represented Industries & Keywords
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