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Compare NBSM vs. IVV
Compare shares and ETFs on the US stock markets that you can trade on Pearler.
Overview
When it comes to investing in the US stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the US stock exchanges are the Neuberger Small-Mid Cap ETF (NBSM) and the iShares Core S&P 500 ETF (IVV). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
NBSM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 751 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $794.60 |
Average age group | N/A | 26 - 35 |
Key Summary
NBSM | IVV | |
|---|---|---|
Strategy | NBSM was created on 2024-03-20 by Neuberger Berman. The fund's investment portfolio concentrates primarily on extended market equity. The ETF currently has 227.47m in AUM and 64 holdings. NBSM is actively managed, focusing on capital appreciation through investments in small- and mid-cap companies aligned with the Russell 2000 and Midcap Index. | IVV was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 751045.12m in AUM and 503 holdings. IVV tracks a market cap-weighted index of US large- and mid-cap stocks selected by the S&P Committee. |
Top 3 holdings | State Street Instl Treasury MMkt Instl (2.71 %) Valmont Industries Inc (2.51 %) White Mountains Insurance Group Ltd (2.32 %) | NVIDIA CORP (7.79 %) APPLE INC (6.61 %) MICROSOFT CORP (5.23 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.65 % | 0.03 % |
Key Summary
NBSM | IVV | |
|---|---|---|
Issuer | Neuberger Berman | iShares |
Tracking index | S&P 500 | |
Asset class | ETF | ETF |
Management fee | 0.65 % | 0.03 % |
Price | $25.52 USD | $671.68 USD |
Size | $215.073 million | $718.709 billion |
10Y return | N/A | 226.93 % |
Annual distribution yield (5Y) | 1.25 % | 1.44 % |
Market | US | US |
First listed date | N/A | N/A |
Purchase fee | $6.50 | $6.50 |
Community Stats
NBSM | IVV | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 751 |
Median incremental investment | $0 | $0 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $794.60 |
Average age group | N/A | 26 - 35 |
Pros and Cons
NBSM | IVV | |
|---|---|---|
Pros |
| |
Cons |
|
NBSM | IVV |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |