NBSM vs. ZIG ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to The Acquirers Fund (ZIG)
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
$24.58
Average Daily Volume
29,810
10
ZIG
The Acquirers Fund
ZIG Description
The investment seeks capital appreciation. The fund is actively managed and seeks to achieve its investment objective by investing primarily in equity securities (or depositary receipts) of companies in developed markets outside the United States based on the results of a proprietary, quantitative model (the "EquBot Model") developed by the adviser that runs on the Watson™ platform. Its investment adviser is a technology based company focused on applying artificial intelligence ("AI") based solutions to investment analyses. The fund is non-diversified.Grade (RS Rating)
Last Trade
$36.06
Average Daily Volume
5,096
29
Performance
| Period | NBSM | ZIG |
|---|---|---|
| 30 Days | -4.04% | -4.96% |
| 60 Days | 0.86% | |
| 90 Days | 4.21% | |
| 12 Months | 32.33% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in ZIG | Overlap |
|---|
NBSM Underweight 29 Positions Relative to ZIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| WIRE | A | -4.12% | |
| HCC | A | -4.01% | |
| VIRT | A | -3.72% | |
| CNX | B | -3.71% | |
| MLI | A | -3.61% | |
| SM | B | -3.53% | |
| AX | A | -3.47% | |
| PM | A | -3.43% | |
| DDS | B | -3.34% | |
| BSM | B | -3.33% | |
| ATKR | B | -3.3% | |
| PHM | B | -3.3% | |
| MHO | D | -3.25% | |
| PLTK | B | -3.24% | |
| CMC | D | -3.24% | |
| CALM | D | -3.22% | |
| ARCH | D | -3.21% | |
| CROX | D | -3.2% | |
| UFPI | D | -3.2% | |
| FHI | D | -3.19% | |
| DINO | D | -3.17% | |
| MO | A | -3.17% | |
| BTU | F | -3.16% | |
| MTG | B | -3.16% | |
| BKE | D | -3.14% | |
| DHI | D | -3.13% | |
| CF | D | -3.05% | |
| STLD | D | -3.05% | |
| NUE | D | -2.98% |
NBSM: Top Represented Industries & Keywords
ZIG: Top Represented Industries & Keywords
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