NBSM vs. OUSM ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to O'Shares FTSE Russell Small Cap Quality Dividend ETF (OUSM)
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
$25.99
Average Daily Volume
10,747
44
OUSM
O'Shares FTSE Russell Small Cap Quality Dividend ETF
OUSM Description
O'Shares FTSE US Small Cap Quality Dividend ETF is an exchange traded fund (ETF) that seeks investment performance that correlates generally to price and yield before fees and expenses of the FTSE USA Small Cap Qual/Vol/Yield Factor 3% Capped Index.Grade (RS Rating)
Last Trade
$44.10
Average Daily Volume
77,673
109
Performance
| Period | NBSM | OUSM |
|---|---|---|
| 30 Days | -1.64% | -1.19% |
| 60 Days | 3.57% | 2.98% |
| 90 Days | 3.75% | 5.78% |
| 12 Months | 26.97% |
NBSM Overweight 36 Positions Relative to OUSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 3.85% | |
| EXP | A | 3.8% | |
| KEX | D | 3.4% | |
| TTEK | A | 3.08% | |
| WSO | C | 3.01% | |
| VMI | A | 3.0% | |
| RYAN | B | 3.0% | |
| ATR | A | 2.97% | |
| TYL | B | 2.82% | |
| RBC | D | 2.74% | |
| CNX | B | 2.49% | |
| HAE | F | 2.39% | |
| TTC | F | 2.19% | |
| CBU | A | 2.07% | |
| ENTG | F | 2.04% | |
| MKSI | F | 2.0% | |
| NXST | A | 1.97% | |
| GGG | D | 1.96% | |
| TECH | B | 1.93% | |
| TDW | F | 1.88% | |
| LSCC | C | 1.86% | |
| CFR | B | 1.78% | |
| POWI | C | 1.62% | |
| BSY | D | 1.62% | |
| TSCO | D | 1.6% | |
| BFAM | C | 1.5% | |
| PB | B | 1.49% | |
| CHD | B | 1.47% | |
| SPSC | F | 1.46% | |
| ROL | C | 1.44% | |
| ICLR | F | 1.41% | |
| IBP | F | 1.26% | |
| MANH | D | 1.15% | |
| FND | D | 1.15% | |
| CNM | D | 1.1% | |
| LNT | C | 1.0% |
NBSM Underweight 101 Positions Relative to OUSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVT | B | -2.23% | |
| SEIC | A | -2.21% | |
| RHI | C | -2.15% | |
| EHC | A | -2.11% | |
| HLI | A | -2.1% | |
| GNTX | C | -2.08% | |
| DCI | A | -2.03% | |
| DLB | B | -2.03% | |
| MSM | D | -2.01% | |
| DOX | B | -2.0% | |
| PINC | B | -1.98% | |
| JNPR | A | -1.95% | |
| NHC | D | -1.86% | |
| HRB | C | -1.86% | |
| AOS | F | -1.85% | |
| MTN | F | -1.83% | |
| WU | F | -1.76% | |
| RNR | B | -1.75% | |
| G | C | -1.72% | |
| OGN | F | -1.7% | |
| SNX | C | -1.68% | |
| SCI | A | -1.64% | |
| NYT | C | -1.5% | |
| MKTX | B | -1.46% | |
| INGR | C | -1.46% | |
| RDN | D | -1.36% | |
| MLI | A | -1.27% | |
| MTG | D | -1.18% | |
| LEA | F | -1.09% | |
| LSTR | F | -1.05% | |
| EVR | B | -0.99% | |
| VCTR | B | -0.99% | |
| CRI | F | -0.96% | |
| ESNT | F | -0.94% | |
| BMI | C | -0.89% | |
| APAM | A | -0.88% | |
| CALM | B | -0.88% | |
| IDCC | A | -0.86% | |
| TGNA | B | -0.84% | |
| HLNE | B | -0.84% | |
| FELE | D | -0.83% | |
| WEN | A | -0.8% | |
| VSH | F | -0.8% | |
| BRC | D | -0.76% | |
| BWA | D | -0.76% | |
| CNS | B | -0.75% | |
| WTS | F | -0.75% | |
| RL | A | -0.74% | |
| EXPO | D | -0.74% | |
| UFPI | D | -0.73% | |
| TW | B | -0.72% | |
| PRGS | B | -0.71% | |
| SHOO | D | -0.65% | |
| WH | A | -0.65% | |
| COLM | B | -0.65% | |
| AMSF | B | -0.62% | |
| OLED | F | -0.61% | |
| AIT | A | -0.58% | |
| FHI | A | -0.58% | |
| TPR | A | -0.58% | |
| PII | F | -0.56% | |
| GL | C | -0.55% | |
| WMG | A | -0.55% | |
| LANC | A | -0.53% | |
| DHIL | D | -0.52% | |
| FLO | F | -0.49% | |
| NI | A | -0.48% | |
| PHIN | C | -0.48% | |
| WHR | A | -0.44% | |
| CHH | A | -0.42% | |
| MUSA | C | -0.4% | |
| FSS | F | -0.4% | |
| DKS | F | -0.38% | |
| CASY | B | -0.36% | |
| EBF | F | -0.34% | |
| NFG | C | -0.32% | |
| WTRG | C | -0.31% | |
| PNW | D | -0.29% | |
| OGE | C | -0.26% | |
| KFRC | D | -0.26% | |
| REYN | F | -0.26% | |
| UGI | D | -0.24% | |
| WDFC | A | -0.2% | |
| IDA | A | -0.2% | |
| JJSF | C | -0.2% | |
| PSMT | D | -0.17% | |
| NJR | D | -0.15% | |
| OTTR | D | -0.15% | |
| UVV | B | -0.15% | |
| ALE | A | -0.14% | |
| OGS | C | -0.14% | |
| POR | C | -0.14% | |
| NWE | D | -0.12% | |
| BKH | D | -0.12% | |
| MGEE | C | -0.12% | |
| SR | D | -0.12% | |
| WMK | C | -0.11% | |
| CWT | D | -0.11% | |
| AWR | D | -0.11% | |
| AVA | D | -0.09% | |
| CPK | D | -0.07% |
NBSM: Top Represented Industries & Keywords
OUSM: Top Represented Industries & Keywords
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