NBSM vs. IPDP ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Dividend Performers ETF (IPDP)
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
$24.58
Average Daily Volume
29,810
10
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$17.58
Average Daily Volume
1,377
49
Performance
| Period | NBSM | IPDP |
|---|---|---|
| 30 Days | -4.04% | -5.16% |
| 60 Days | -1.96% | |
| 90 Days | 3.07% | |
| 12 Months | 22.38% |
NBSM Underweight 47 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETN | A | -2.5% | |
| AVGO | C | -2.41% | |
| APOG | A | -2.38% | |
| APH | A | -2.37% | |
| TT | A | -2.36% | |
| DOV | A | -2.33% | |
| HIG | C | -2.32% | |
| QCOM | B | -2.26% | |
| TRV | C | -2.23% | |
| KLAC | B | -2.22% | |
| DCI | C | -2.16% | |
| CTAS | A | -2.15% | |
| RGA | A | -2.15% | |
| HI | B | -2.15% | |
| MCK | A | -2.14% | |
| GWW | C | -2.13% | |
| A | C | -2.13% | |
| GPC | A | -2.09% | |
| ELV | A | -2.08% | |
| SYK | B | -2.07% | |
| SEIC | C | -2.04% | |
| SHW | D | -2.02% | |
| BRC | A | -2.01% | |
| FAST | C | -2.01% | |
| AIT | C | -1.98% | |
| MSI | B | -1.97% | |
| AOS | C | -1.96% | |
| HD | D | -1.94% | |
| CSX | D | -1.94% | |
| ABM | B | -1.92% | |
| ADP | C | -1.91% | |
| ABT | D | -1.89% | |
| PAYX | D | -1.87% | |
| WTS | C | -1.85% | |
| ROK | D | -1.81% | |
| MMC | C | -1.81% | |
| CAH | C | -1.8% | |
| CSCO | D | -1.79% | |
| UPS | D | -1.79% | |
| JNJ | F | -1.77% | |
| NSP | D | -1.76% | |
| SNA | D | -1.76% | |
| ACN | D | -1.69% | |
| UNH | D | -1.64% | |
| AAPL | F | -1.6% | |
| GL | D | -1.15% | |
| HUM | F | -1.08% |
NBSM: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
Compare ETFs
