NBSM vs. PSCE ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to PowerShares S&P SmallCap Energy Portfolio (PSCE)
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
$27.37
Average Daily Volume
11,663
46
PSCE
PowerShares S&P SmallCap Energy Portfolio
PSCE Description
The PowerShares S&P SmallCap Energy Portfolio (Fund) is based on the S&P SmallCap 600® Capped Energy Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US energy companies. These companies are principally engaged in the business of producing, distributing or servicing energy related products, including oil and gas exploration and production, refining, oil services, pipeline, and solar, wind and other non-oil based energy. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$53.69
Average Daily Volume
18,477
29
Performance
| Period | NBSM | PSCE |
|---|---|---|
| 30 Days | 4.00% | 9.50% |
| 60 Days | 4.33% | 5.50% |
| 90 Days | 4.56% | 2.62% |
| 12 Months | 4.19% |
1 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in PSCE | Overlap | |
|---|---|---|---|---|---|
| TDW | F | 1.59% | 3.78% | 1.59% |
NBSM Overweight 45 Positions Relative to PSCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | B | 4.27% | |
| EXP | B | 3.88% | |
| KEX | B | 3.67% | |
| WSO | A | 3.19% | |
| ITT | A | 3.11% | |
| VMI | B | 3.11% | |
| RYAN | A | 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 | D | 2.41% | |
| RLI | A | 2.33% | |
| CBU | B | 2.21% | |
| MKSI | C | 2.17% | |
| TTC | C | 2.12% | |
| CR | A | 2.09% | |
| GGG | B | 2.04% | |
| LFUS | D | 1.99% | |
| LECO | C | 1.99% | |
| TXRH | B | 1.94% | |
| ENTG | D | 1.88% | |
| CFR | B | 1.86% | |
| TECH | F | 1.81% | |
| NXST | C | 1.77% | |
| LSCC | D | 1.77% | |
| POWI | F | 1.59% | |
| PB | B | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | F | 1.54% | |
| SPSC | D | 1.51% | |
| CHD | A | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | F | 1.37% | |
| ICLR | D | 1.21% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | D | 1.14% | |
| FND | D | 1.09% | |
| AWI | A | 1.04% | |
| CNM | D | 0.99% | |
| CVLT | B | 0.51% |
NBSM Underweight 28 Positions Relative to PSCE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MGY | A | -7.94% | |
| SM | B | -7.84% | |
| WHD | B | -6.73% | |
| NOG | B | -6.32% | |
| CRC | A | -6.12% | |
| CEIX | A | -5.21% | |
| AROC | A | -4.91% | |
| BTU | B | -4.76% | |
| OII | B | -4.7% | |
| HP | C | -4.47% | |
| PTEN | C | -4.15% | |
| CRGY | B | -3.76% | |
| LBRT | D | -3.63% | |
| WKC | C | -2.85% | |
| HLX | B | -2.52% | |
| TALO | C | -2.46% | |
| CRK | B | -2.18% | |
| PARR | F | -1.74% | |
| LPG | F | -1.65% | |
| CLB | B | -1.59% | |
| VTOL | B | -1.58% | |
| VTLE | C | -1.49% | |
| REX | D | -1.24% | |
| GPRE | F | -1.19% | |
| NBR | C | -1.13% | |
| CVI | F | -1.13% | |
| PUMP | C | -1.09% | |
| RES | D | -0.84% |
NBSM: Top Represented Industries & Keywords
PSCE: Top Represented Industries & Keywords
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