NBSM vs. IDAT ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Cloud Data Tech and Consumer ETF (IDAT)
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
$25.24
Average Daily Volume
27,088
10
IDAT
Cloud Data Tech and Consumer ETF
IDAT Description
The fund will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The fund is non-diversified.Grade (RS Rating)
Last Trade
$28.44
Average Daily Volume
1,465
35
Performance
| Period | NBSM | IDAT |
|---|---|---|
| 30 Days | -1.44% | -3.92% |
| 60 Days | -5.46% | |
| 90 Days | 1.64% | |
| 12 Months | 36.27% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in IDAT | Overlap |
|---|
NBSM Underweight 35 Positions Relative to IDAT
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | -4.41% | |
| PSTG | C | -3.79% | |
| MU | B | -3.59% | |
| WDC | B | -3.47% | |
| AVGO | D | -3.41% | |
| MRVL | D | -3.15% | |
| NTNX | C | -3.14% | |
| QCOM | A | -2.91% | |
| ANET | D | -2.82% | |
| JNPR | D | -2.75% | |
| QRVO | F | -2.73% | |
| NXPI | A | -2.7% | |
| NET | F | -2.62% | |
| DDOG | C | -2.62% | |
| STX | D | -2.52% | |
| DD | A | -2.38% | |
| SWKS | F | -2.37% | |
| CIEN | D | -2.32% | |
| TWLO | C | -2.03% | |
| AKAM | F | -2.02% | |
| DT | F | -1.98% | |
| MTSI | A | -1.92% | |
| AMT | D | -1.86% | |
| CCI | D | -1.82% | |
| SBAC | F | -1.78% | |
| INTC | F | -1.76% | |
| ESTC | C | -1.64% | |
| CFLT | D | -1.47% | |
| BDC | C | -1.15% | |
| KD | D | -1.13% | |
| LITE | D | -1.04% | |
| TDC | F | -0.98% | |
| DIOD | C | -0.86% | |
| SITM | D | -0.58% | |
| GDS | C | -0.26% |
NBSM: Top Represented Industries & Keywords
IDAT: Top Represented Industries & Keywords
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