NBSM vs. SBIO ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to ALPS Medical Breakthroughs ETF (SBIO)
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
$27.38
Average Daily Volume
11,464
46
SBIO
ALPS Medical Breakthroughs ETF
SBIO Description
The investment seeks investment results that correspond (before fees and expenses) generally to the performance of its underlying index, the Poliwogg Medical Breakthroughs IndexSM. The fund employs a "passive management" - or indexing - investment approach designed to track the performance of the underlying index. It will normally invest at least 80% of its net assets in securities that comprise the underlying index. The underlying index is comprised of small- and mid-cap stocks of biotechnology and pharmaceutical companies that have one or more drugs in either Phase II or Phase III U.S. Food and Drug Administration clinical trials. It is non-diversified.Grade (RS Rating)
Last Trade
$37.19
Average Daily Volume
8,401
83
Performance
| Period | NBSM | SBIO |
|---|---|---|
| 30 Days | 1.40% | -5.42% |
| 60 Days | 2.50% | -4.19% |
| 90 Days | 4.51% | 2.30% |
| 12 Months | 47.72% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in SBIO | Overlap |
|---|
NBSM Overweight 46 Positions Relative to SBIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | A | 4.27% | |
| EXP | B | 3.88% | |
| KEX | A | 3.67% | |
| WSO | A | 3.19% | |
| ITT | B | 3.11% | |
| VMI | B | 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 | D | 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% | |
| LFUS | D | 1.99% | |
| LECO | C | 1.99% | |
| TXRH | B | 1.94% | |
| ENTG | F | 1.88% | |
| CFR | B | 1.86% | |
| TECH | F | 1.81% | |
| NXST | D | 1.77% | |
| LSCC | F | 1.77% | |
| POWI | D | 1.59% | |
| TDW | F | 1.59% | |
| PB | B | 1.59% | |
| TSCO | D | 1.59% | |
| BSY | D | 1.54% | |
| SPSC | D | 1.51% | |
| CHD | A | 1.51% | |
| LNT | A | 1.49% | |
| ROL | B | 1.46% | |
| SSD | D | 1.37% | |
| ICLR | D | 1.21% | |
| MANH | D | 1.16% | |
| IBP | D | 1.15% | |
| BFAM | F | 1.14% | |
| FND | D | 1.09% | |
| AWI | A | 1.04% | |
| CNM | C | 0.99% | |
| CVLT | A | 0.51% |
NBSM Underweight 83 Positions Relative to SBIO
| Symbol | Grade | Weight | |
|---|---|---|---|
| CORT | B | -3.66% | |
| KRYS | C | -3.39% | |
| RNA | C | -3.29% | |
| ACLX | C | -3.19% | |
| ALKS | C | -3.15% | |
| CRNX | B | -2.95% | |
| IMVT | F | -2.66% | |
| DNLI | D | -2.36% | |
| MRUS | F | -2.21% | |
| AGIO | C | -2.05% | |
| PTCT | B | -2.02% | |
| XENE | D | -2.01% | |
| VRNA | A | -1.98% | |
| FOLD | F | -1.95% | |
| EWTX | C | -1.92% | |
| ACAD | C | -1.89% | |
| VERA | C | -1.82% | |
| ZLAB | C | -1.79% | |
| VCEL | A | -1.73% | |
| PTGX | D | -1.61% | |
| CGON | F | -1.57% | |
| IDYA | F | -1.53% | |
| GERN | C | -1.48% | |
| MIRM | B | -1.47% | |
| KROS | D | -1.4% | |
| LBPH | A | -1.4% | |
| AKRO | C | -1.32% | |
| MNKD | B | -1.26% | |
| IRON | B | -1.21% | |
| GLPG | F | -1.19% | |
| TARS | C | -1.16% | |
| IMCR | C | -1.07% | |
| CLDX | D | -1.06% | |
| ARVN | F | -1.06% | |
| BCRX | D | -0.99% | |
| XNCR | B | -0.98% | |
| RCUS | F | -0.95% | |
| NTLA | F | -0.94% | |
| SNDX | F | -0.93% | |
| SPRY | C | -0.88% | |
| VRDN | D | -0.84% | |
| KURA | F | -0.83% | |
| DAWN | D | -0.82% | |
| AUPH | C | -0.78% | |
| PHVS | D | -0.76% | |
| APLT | B | -0.72% | |
| COGT | D | -0.69% | |
| ETNB | D | -0.57% | |
| LQDA | F | -0.54% | |
| PLRX | D | -0.53% | |
| PRTA | F | -0.52% | |
| ERAS | C | -0.51% | |
| REPL | C | -0.5% | |
| IRWD | F | -0.44% | |
| AVXL | B | -0.42% | |
| ANNX | F | -0.4% | |
| MLYS | F | -0.39% | |
| ALT | C | -0.37% | |
| OLMA | F | -0.37% | |
| ANAB | F | -0.36% | |
| FLGT | F | -0.35% | |
| ALLO | F | -0.35% | |
| CELC | F | -0.34% | |
| YMAB | F | -0.34% | |
| URGN | F | -0.34% | |
| SVRA | F | -0.34% | |
| FULC | F | -0.33% | |
| TBPH | B | -0.32% | |
| FDMT | F | -0.31% | |
| GHRS | B | -0.31% | |
| ARCT | F | -0.31% | |
| AURA | C | -0.3% | |
| ALEC | F | -0.28% | |
| CMPS | F | -0.23% | |
| ACIU | D | -0.22% | |
| VNDA | C | -0.2% | |
| ITOS | F | -0.19% | |
| STRO | F | -0.17% | |
| ALDX | D | -0.17% | |
| ZNTL | D | -0.17% | |
| ENTA | F | -0.14% | |
| INZY | F | -0.12% | |
| HLVX | F | -0.06% |
NBSM: Top Represented Industries & Keywords
SBIO: Top Represented Industries & Keywords
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