NBSM vs. LOPP ETF Comparison

Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Gabelli Love Our Planet & People ETF (LOPP)
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

$26.66

Average Daily Volume

11,438

Number of Holdings *

46

* may have additional holdings in another (foreign) market
LOPP

Gabelli Love Our Planet & People ETF

LOPP Description LOPP will emphasize the environmental aspect, or ā€œEā€ in ESG, placing an emphasis on investing in publicly traded companies with a focus on sustainability. The Fund combines a research intensive process with social screens and a holistic ESG overlay to deliver returns in a socially responsive manner.

Grade (RS Rating)

Last Trade

$28.89

Average Daily Volume

294

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period NBSM LOPP
30 Days 0.09% 0.63%
60 Days 2.02% 4.29%
90 Days 3.36% 7.43%
12 Months 25.84%
3 Overlapping Holdings
Symbol Grade Weight in NBSM Weight in LOPP Overlap
LFUS D 1.99% 1.3% 1.3%
LNT A 1.49% 1.49% 1.49%
VMI B 3.11% 2.74% 2.74%
NBSM Overweight 43 Positions Relative to LOPP
Symbol Grade Weight
FICO B 4.27%
EXP B 3.88%
KEX B 3.67%
WSO A 3.19%
ITT A 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 F 2.41%
RLI A 2.33%
CBU B 2.21%
MKSI C 2.17%
TTC F 2.12%
CR A 2.09%
GGG B 2.04%
LECO C 1.99%
TXRH B 1.94%
ENTG F 1.88%
CFR B 1.86%
TECH F 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 F 1.51%
CHD A 1.51%
ROL B 1.46%
SSD D 1.37%
ICLR F 1.21%
MANH D 1.16%
IBP F 1.15%
BFAM F 1.14%
FND F 1.09%
AWI B 1.04%
CNM C 0.99%
CVLT B 0.51%
NBSM Underweight 41 Positions Relative to LOPP
Symbol Grade Weight
HUBB B -5.01%
XYL D -4.81%
WCN A -4.74%
RSG A -4.01%
SPGI D -3.99%
BLBD F -3.47%
WY D -3.35%
MIR A -3.21%
CMI A -3.11%
FLEX B -2.82%
APD A -2.74%
ROCK D -2.72%
AZZ A -2.51%
AWK C -2.36%
CCK D -2.35%
JCI B -2.21%
FCX F -2.1%
DE C -2.05%
TKR F -2.04%
REZI A -1.95%
AGR A -1.92%
DAR B -1.62%
NEP F -1.6%
CNH C -1.59%
IDA A -1.41%
GOOG B -1.37%
BBVA D -1.35%
MATW C -1.2%
FLS A -1.2%
ACA A -1.18%
BEN C -0.92%
UL D -0.86%
ING D -0.83%
CARR D -0.7%
VRTX D -0.58%
DAN F -0.48%
RPRX F -0.46%
MWA B -0.45%
PLPC B -0.43%
ROG D -0.43%
BMRN F -0.39%
Compare ETFs