NBSM vs. HSMV ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to First Trust Horizon Managed Volatility Small/Mid ETF (HSMV)
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
$27.37
Average Daily Volume
11,663
46
HSMV
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV Description
The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in small- and/or mid-capitalization common stocks listed and traded on U.S. national securities exchanges that Sub-Advisor believes exhibit low future expected volatility. It is non-diversified.Grade (RS Rating)
Last Trade
$38.09
Average Daily Volume
1,340
147
Performance
| Period | NBSM | HSMV |
|---|---|---|
| 30 Days | 4.00% | 3.72% |
| 60 Days | 4.33% | 5.02% |
| 90 Days | 4.56% | 5.82% |
| 12 Months | 26.13% |
NBSM Overweight 37 Positions Relative to HSMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 4.27% | |
| EXP | B | 3.88% | |
| WSO | A | 3.19% | |
| VMI | B | 3.11% | |
| RYAN | A | 3.08% | |
| RBC | A | 2.92% | |
| HAE | C | 2.9% | |
| TYL | B | 2.72% | |
| CNX | A | 2.68% | |
| TTEK | F | 2.46% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | C | 2.12% | |
| CR | A | 2.09% | |
| TXRH | B | 1.94% | |
| ENTG | D | 1.88% | |
| CFR | B | 1.86% | |
| TECH | F | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | F | 1.59% | |
| TDW | F | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | F | 1.54% | |
| SPSC | D | 1.51% | |
| CHD | A | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | F | 1.37% | |
| ICLR | D | 1.21% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | D | 1.14% | |
| FND | D | 1.09% | |
| AWI | A | 1.04% | |
| CNM | D | 0.99% | |
| CVLT | B | 0.51% |
NBSM Underweight 138 Positions Relative to HSMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| DTM | A | -1.97% | |
| SEIC | B | -1.86% | |
| INGR | C | -1.74% | |
| ORI | A | -1.69% | |
| CACI | D | -1.62% | |
| IDA | A | -1.59% | |
| OGE | A | -1.57% | |
| CTRE | C | -1.53% | |
| POST | C | -1.53% | |
| MSGS | A | -1.41% | |
| DCI | B | -1.34% | |
| ADC | A | -1.29% | |
| FHI | B | -1.23% | |
| AMH | C | -1.21% | |
| AM | A | -1.19% | |
| NJR | A | -1.19% | |
| NFG | A | -1.14% | |
| FLO | D | -1.12% | |
| OHI | C | -1.11% | |
| NWE | C | -1.09% | |
| AFG | A | -1.08% | |
| POR | C | -1.06% | |
| MMS | F | -1.01% | |
| NNN | C | -0.99% | |
| GNTX | C | -0.98% | |
| NYT | D | -0.97% | |
| GLPI | C | -0.96% | |
| EHC | B | -0.92% | |
| KBR | F | -0.91% | |
| DLB | B | -0.88% | |
| BKH | A | -0.87% | |
| FCPT | C | -0.82% | |
| ELS | C | -0.81% | |
| MSA | D | -0.81% | |
| CBSH | B | -0.81% | |
| EPR | C | -0.79% | |
| LSTR | D | -0.78% | |
| IDCC | B | -0.77% | |
| PRI | B | -0.76% | |
| LOPE | C | -0.76% | |
| ENSG | C | -0.75% | |
| EFC | C | -0.75% | |
| PBH | A | -0.74% | |
| PECO | A | -0.73% | |
| SF | B | -0.73% | |
| AWR | B | -0.72% | |
| CW | C | -0.72% | |
| AVA | B | -0.72% | |
| OGS | A | -0.69% | |
| CDP | C | -0.67% | |
| RNR | C | -0.66% | |
| ESNT | F | -0.66% | |
| SLGN | A | -0.66% | |
| RPM | A | -0.66% | |
| RGA | A | -0.65% | |
| JHG | B | -0.65% | |
| CPK | A | -0.64% | |
| AGO | B | -0.64% | |
| EGP | D | -0.63% | |
| EPRT | B | -0.63% | |
| AMG | B | -0.62% | |
| SCI | B | -0.61% | |
| MDU | D | -0.61% | |
| PRGS | A | -0.59% | |
| SBRA | C | -0.58% | |
| FELE | B | -0.57% | |
| ACM | B | -0.57% | |
| GATX | A | -0.56% | |
| COLM | C | -0.55% | |
| RS | B | -0.55% | |
| CHH | A | -0.55% | |
| MTG | C | -0.54% | |
| NMIH | C | -0.54% | |
| BCPC | B | -0.53% | |
| FLS | B | -0.52% | |
| CWT | C | -0.51% | |
| FCN | F | -0.5% | |
| AVT | C | -0.5% | |
| LANC | C | -0.49% | |
| FNF | B | -0.49% | |
| EPC | F | -0.49% | |
| BRX | A | -0.47% | |
| MSM | C | -0.47% | |
| BWXT | B | -0.47% | |
| MUSA | B | -0.46% | |
| ARW | D | -0.46% | |
| CHDN | B | -0.45% | |
| JEF | A | -0.45% | |
| PFGC | B | -0.45% | |
| CNO | B | -0.44% | |
| SAIC | F | -0.44% | |
| FR | D | -0.44% | |
| LAMR | C | -0.43% | |
| BLKB | B | -0.42% | |
| ENR | B | -0.42% | |
| RYN | D | -0.41% | |
| CLH | C | -0.4% | |
| RDN | D | -0.39% | |
| EXEL | B | -0.39% | |
| FNB | A | -0.38% | |
| FAF | A | -0.38% | |
| BJ | A | -0.37% | |
| ABM | B | -0.37% | |
| EVR | B | -0.36% | |
| G | B | -0.36% | |
| ASH | F | -0.36% | |
| GPK | C | -0.36% | |
| IOSP | C | -0.36% | |
| JAZZ | C | -0.35% | |
| LXP | D | -0.35% | |
| COOP | B | -0.35% | |
| JJSF | C | -0.33% | |
| RGLD | C | -0.33% | |
| CSL | C | -0.33% | |
| MAN | F | -0.32% | |
| ONB | C | -0.32% | |
| R | B | -0.3% | |
| OSK | C | -0.29% | |
| MTN | C | -0.29% | |
| ALV | C | -0.29% | |
| KFY | B | -0.29% | |
| AGCO | D | -0.29% | |
| MIDD | C | -0.28% | |
| EVTC | B | -0.28% | |
| PLXS | B | -0.27% | |
| ORA | B | -0.27% | |
| HRB | D | -0.26% | |
| CASY | A | -0.25% | |
| LII | A | -0.25% | |
| CUBE | C | -0.24% | |
| AIN | C | -0.24% | |
| HXL | F | -0.23% | |
| FSS | B | -0.23% | |
| IRT | A | -0.22% | |
| CRI | F | -0.21% | |
| PCH | D | -0.19% | |
| REXR | F | -0.19% | |
| NSA | C | -0.13% |
NBSM: Top Represented Industries & Keywords
HSMV: Top Represented Industries & Keywords
Compare ETFs
