NBSM vs. WBIY ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to WBI Power Factor High Dividend ETF (WBIY)
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
$24.81
Average Daily Volume
28,457
10
WBIY
WBI Power Factor High Dividend ETF
WBIY Description
The investment seeks long term-capital appreciation while also seeking to protect principal during unfavorable market conditions. The fund will seek to achieve its investment objective by using a broad and flexible investment strategy and may invest directly in different types of instruments, such as: stocks and bonds issued by public and private companies and bonds issued by governments and governmental agencies ("Direct Investments"); and shares of funds that invest directly in such instruments. It is non-diversified.Grade (RS Rating)
Last Trade
$29.02
Average Daily Volume
11,384
50
Performance
| Period | NBSM | WBIY |
|---|---|---|
| 30 Days | -3.14% | -4.12% |
| 60 Days | 1.32% | |
| 90 Days | 2.36% | |
| 12 Months | 19.52% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in WBIY | Overlap |
|---|
NBSM Underweight 50 Positions Relative to WBIY
| Symbol | Grade | Weight | |
|---|---|---|---|
| KSS | C | -5.06% | |
| F | B | -5.01% | |
| MO | A | -4.95% | |
| D | A | -4.92% | |
| T | B | -4.9% | |
| OKE | B | -4.85% | |
| WHR | F | -4.83% | |
| KMI | A | -4.82% | |
| LYB | D | -4.73% | |
| BMY | F | -4.72% | |
| DOW | D | -4.7% | |
| CAG | A | -4.68% | |
| VZ | D | -4.68% | |
| BBY | F | -4.57% | |
| CFG | A | -2.61% | |
| KEY | B | -2.51% | |
| KHC | B | -2.27% | |
| RF | A | -2.05% | |
| CBRL | F | -1.66% | |
| OGN | A | -1.44% | |
| HESM | D | -1.07% | |
| COLB | B | -1.05% | |
| BKH | A | -1.03% | |
| CVI | F | -1.03% | |
| WU | D | -0.98% | |
| VLY | F | -0.96% | |
| JXN | A | -0.86% | |
| PRU | D | -0.83% | |
| OMF | A | -0.83% | |
| USB | D | -0.83% | |
| HBAN | A | -0.82% | |
| TNL | D | -0.82% | |
| FITB | A | -0.78% | |
| PNC | A | -0.76% | |
| SNV | C | -0.74% | |
| ZION | A | -0.73% | |
| CWEN | B | -0.71% | |
| FNF | B | -0.7% | |
| ASB | A | -0.51% | |
| NWN | A | -0.47% | |
| FIBK | A | -0.46% | |
| VIRT | A | -0.35% | |
| CVBF | C | -0.29% | |
| FULT | A | -0.29% | |
| BRY | B | -0.25% | |
| PFS | B | -0.2% | |
| SFNC | D | -0.17% | |
| EGBN | F | -0.14% | |
| HOPE | D | -0.13% | |
| SASR | C | -0.13% |
NBSM: Top Represented Industries & Keywords
WBIY: Top Represented Industries & Keywords
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