NBSM vs. MEDI ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to Harbor Health Care ETF (MEDI)
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
$25.95
Average Daily Volume
10,788
44
MEDI
Harbor Health Care ETF
MEDI Description
Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$26.63
Average Daily Volume
1,079
33
Performance
| Period | NBSM | MEDI |
|---|---|---|
| 30 Days | -1.94% | -4.17% |
| 60 Days | -0.96% | -3.36% |
| 90 Days | 2.29% | -0.65% |
| 12 Months | 23.97% |
NBSM Overweight 42 Positions Relative to MEDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 3.85% | |
| EXP | B | 3.8% | |
| KEX | D | 3.4% | |
| TTEK | B | 3.08% | |
| ITT | C | 3.02% | |
| WSO | D | 3.01% | |
| VMI | A | 3.0% | |
| RYAN | C | 3.0% | |
| ATR | A | 2.97% | |
| TYL | A | 2.82% | |
| RBC | D | 2.74% | |
| CNX | B | 2.49% | |
| CHE | F | 2.43% | |
| TTC | F | 2.19% | |
| RLI | B | 2.18% | |
| CBU | A | 2.07% | |
| LFUS | D | 2.05% | |
| ENTG | D | 2.04% | |
| MKSI | F | 2.0% | |
| CR | B | 1.99% | |
| NXST | A | 1.97% | |
| TXRH | A | 1.96% | |
| GGG | D | 1.96% | |
| LECO | B | 1.94% | |
| TECH | B | 1.93% | |
| TDW | F | 1.88% | |
| LSCC | C | 1.86% | |
| CFR | B | 1.78% | |
| POWI | C | 1.62% | |
| BSY | F | 1.62% | |
| TSCO | D | 1.6% | |
| BFAM | C | 1.5% | |
| PB | B | 1.49% | |
| CHD | B | 1.47% | |
| SPSC | F | 1.46% | |
| ROL | D | 1.44% | |
| SSD | F | 1.42% | |
| IBP | F | 1.26% | |
| MANH | D | 1.15% | |
| FND | D | 1.15% | |
| CNM | D | 1.1% | |
| LNT | C | 1.0% |
NBSM Underweight 31 Positions Relative to MEDI
| Symbol | Grade | Weight | |
|---|---|---|---|
| ASND | F | -15.43% | |
| ABBV | A | -7.25% | |
| LEGN | F | -7.21% | |
| MASI | A | -5.77% | |
| UNH | C | -4.64% | |
| PFE | D | -4.49% | |
| LNTH | C | -4.36% | |
| OPCH | F | -4.33% | |
| PCVX | C | -3.47% | |
| DXCM | C | -3.45% | |
| PODD | A | -2.95% | |
| BCYC | D | -2.83% | |
| CVS | F | -2.62% | |
| INVA | C | -2.08% | |
| LLY | F | -1.87% | |
| RCKT | F | -1.82% | |
| VRTX | D | -1.74% | |
| BIO | A | -1.68% | |
| ARGX | A | -1.55% | |
| GEHC | D | -1.54% | |
| MRK | F | -1.5% | |
| ITCI | A | -1.29% | |
| ILMN | A | -1.25% | |
| BSX | C | -1.13% | |
| GKOS | B | -1.03% | |
| PRCT | A | -0.79% | |
| IRTC | C | -0.77% | |
| CYTK | F | -0.76% | |
| OSCR | C | -0.74% | |
| MRUS | C | -0.7% | |
| VKTX | A | -0.67% |
NBSM: Top Represented Industries & Keywords
MEDI: Top Represented Industries & Keywords
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