NBSM vs. PSCM ETF Comparison

Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to PowerShares S&P SmallCap Materials Portfolio (PSCM)
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

Number of Holdings *

44

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

PowerShares S&P SmallCap Materials Portfolio

PSCM Description The PowerShares S&P SmallCap Materials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Materials 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 basic materials companies. These companies are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. 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

$76.22

Average Daily Volume

869

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period NBSM PSCM
30 Days -1.94% -2.92%
60 Days -0.96% -3.06%
90 Days 2.29% -1.60%
12 Months 26.06%
0 Overlapping Holdings
Symbol Grade Weight in NBSM Weight in PSCM Overlap
NBSM Overweight 44 Positions Relative to PSCM
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%
HAE F 2.39%
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%
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 30 Positions Relative to PSCM
Symbol Grade Weight
CRS B -10.78%
ATI F -10.7%
BCPC C -7.53%
SEE A -7.39%
FUL F -5.71%
SXT C -4.51%
HCC A -4.39%
SLVM B -4.19%
IOSP F -3.82%
ARCH B -3.57%
MTX C -3.51%
MP B -3.18%
HWKN D -3.16%
AMR F -3.11%
MTRN D -3.03%
KWR D -2.99%
OI F -2.68%
SCL F -2.16%
WS A -1.73%
NGVT C -1.64%
KALU B -1.5%
CENX B -1.29%
MATV F -1.2%
ASIX C -1.09%
HAYN A -1.07%
KOP F -1.0%
SXC A -0.99%
MTUS F -0.76%
MYE F -0.65%
CLW F -0.64%
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