Neuberger Small-Mid Cap ETF (NBSM) belongs to the Mid Cap Growth Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with NBSM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBSM
NBSM charges 0.65% annually. There are 28 ETFs in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| BNY Mellon US Mid Cap Core Equity ETF | 0.04% | 658.44M | Apr 2020 | NBSM vs BKMC | |
| Vanguard Mid-Cap Growth ETF | 0.05% | 33.80B | Aug 2006 | NBSM vs VOT | |
| iShares Morningstar Mid-Cap Growth ETF | 0.06% | 4.65B | Jun 2004 | NBSM vs IMCG | |
| SPDR S&P 400 Mid Cap Growth ETF | 0.15% | 2.95B | Nov 2005 | NBSM vs MDYG | |
| Invesco NASDAQ Next Gen 100 ETF | 0.15% | 1.12B | Oct 2020 | NBSM vs QQQJ |
Best Risk-Adjusted Alternatives to NBSM
NBSM has a PortfoliosLab risk / return rank of 23. There are 23 ETFs in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 94 | 14.64M | Sep 2024 | NBSM vs TEKX | |
| Pinnacle Focused Opportunities ETF | 77 | 97.96M | Dec 2022 | NBSM vs FCUS | |
| Invesco NASDAQ Next Gen 100 ETF | 75 | 1.12B | Oct 2020 | NBSM vs QQQJ | |
| Invesco S&P MidCap Momentum ETF | 67 | 8.18B | Mar 2005 | NBSM vs XMMO | |
| First Trust Multi Cap Growth AlphaDEX Fund | 64 | 566.40M | May 2007 | NBSM vs FAD |
Top Performing NBSM Alternatives (YTD)
NBSM is at 9.98% YTD. There are 22 ETFs in the Mid Cap Growth Equities category with higher YTD returns, going as high as 75.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Galaxy Transformative Tech Accelerators ETF | 75.43% | 14.64M | Sep 2024 | NBSM vs TEKX | |
| Pinnacle Focused Opportunities ETF | 40.06% | 97.96M | Dec 2022 | NBSM vs FCUS | |
| Innovator IBD Breakout Opportunities ETF | 31.43% | 15.73M | Sep 2018 | NBSM vs BOUT | |
| Invesco Dorsey Wright Momentum ETF | 27.90% | 1.64B | Mar 2007 | NBSM vs PDP | |
| Renaissance IPO ETF | 24.04% | 159.56M | Oct 2013 | NBSM vs IPO |
Lowest Volatility Alternatives to NBSM
NBSM has 15.16% 1-year volatility. There are 4 ETFs in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.74%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | 11.74% | 310.95M | Apr 2019 | NBSM vs TPLC | |
| iShares Russell Midcap ETF | 13.82% | 55.99B | Jul 2001 | NBSM vs IWR | |
| John Hancock Multifactor Mid Cap ETF | 14.44% | 5.70B | Sep 2015 | NBSM vs JHMM | |
| Virtus KAR Mid-Cap ETF | 14.86% | 47.86M | Oct 2024 | NBSM vs KMID | |
| WisdomTree U.S. MidCap Quality Growth Fund | 15.16% | 2.17M | Jan 2024 | NBSM vs QMID |
Lowest Drawdown Alternatives to NBSM
NBSM has a 1-year max drawdown of -10.12%. There are 7 ETFs in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.58%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Timothy Plan Fund Timothy Plan US Large/Mid Cap Co... | -7.58% | 310.95M | Apr 2019 | NBSM vs TPLC | |
| iShares Russell Midcap ETF | -8.17% | 55.99B | Jul 2001 | NBSM vs IWR | |
| Invesco S&P MidCap Momentum ETF | -8.34% | 8.18B | Mar 2005 | NBSM vs XMMO | |
| John Hancock Multifactor Mid Cap ETF | -8.64% | 5.70B | Sep 2015 | NBSM vs JHMM | |
| BNY Mellon US Mid Cap Core Equity ETF | -9.82% | 658.44M | Apr 2020 | NBSM vs BKMC |
Other ETFs from Neuberger Berman
The 8 most viewed Neuberger Berman ETFs shown here include NBOS, NBCM, NBDS and span 8 categories. AUM among these funds goes as high as $1B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Option Strategy ETF | Options Trading | 79 | 5.59% | 445.09M | Sep 2016 | NBSM vs NBOS | |
| Neuberger Berman Commodity Strategy ETF | Commodities | 48 | 15.85% | 413.74M | Aug 2012 | NBSM vs NBCM | |
| Neuberger Berman Disrupters ETF | Technology Equities | 24 | 14.66% | 123.98M | Apr 2022 | NBSM vs NBDS | |
| Neuberger Berman China Equity ETF | China Equities | 94 | 32.28% | 18.92M | Oct 2023 | NBSM vs NBCE | |
| Neuberger Berman Short Duration Income ETF | Short-Term Bond | 89 | 0.89% | 1.12B | Jun 2010 | NBSM vs NBSD | |
| Neuberger Berman Emerging Markets Debt Hard Curren... | Emerging Markets Bonds | — | 4.19% | 136.81M | Sep 2013 | NBSM vs NEMD | |
| Neuberger Berman Energy Transition & Infrastructur... | Energy Equities | 51 | 20.39% | 43.75M | Apr 2022 | NBSM vs NBET | |
| Neuberger Berman Japan Equity ETF | Japan Equities | 60 | 20.06% | 142.20M | Sep 2024 | NBSM vs NBJP |
Often Compared With NBSM
Investors most often compare NBSM with FEMG, GLRY, IBIC. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NBSM with Any Fund or Stock
Compare NBSM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBSM with funds that move differently
Neuberger Small-Mid Cap ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBSM.
Explore NBSM Diversifiers