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NBSMvsSDVDETF Comparison

ETF 1

NBSM

Neuberger Berman Small-Mid Cap ETF

This fund is part of

US Multi-Factor

+0.79%

Full NBSM fund page

VS

ETF 2

SDVD

FT Vest SMID Rising Dividend Achievers Target Income ETF

This fund is part of

Options Strategies

+0.22%

Full SDVD fund page

Neuberger Berman Small-Mid Cap ETF (NBSM) belongs to the US Multi-Factor segment. FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is part of the Options Strategies segment. NBSM's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SDVD's top sector exposures are Financials, Industrials and Consumer Discretionary. NBSM is less expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.85% for SDVD. NBSM is up 6.05% year-to-date (YTD) with +$14M in YTD flows. SDVD performs better with 9.97% YTD performance, and +$67M in YTD flows. Run a side-by-side ETF comparison of NBSM and SDVD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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NBSM vs SDVD performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 05/01/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	NBSM SDVD	+5.29%+4.18%	+1.07%+2.29%	+6.05%+9.97%	+15.01%+25.98%	n/an/a	n/an/a
Flows	NBSM SDVD	+$1M-$18M	+$13M+$15M	+$14M+$67M	+$55M+$317M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	NBSM SDVD	+16.36%+16.45%	+15.27%+14.94%	n/an/a	n/an/a
Max drawdown	NBSM SDVD	-10.22%-8.60%	-10.22%-8.60%	n/an/a	n/an/a
Max drawdown duration	NBSM SDVD	79d49d	79d49d	n/an/a	n/an/a

Trading data

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	NBSM	SDVD
Last sale 5/5/2026 at 1:30 PM	$26.86	$22.97
Previous close 05/05/2026	$26.54	$22.68
Consolidated volume 05/05/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 5/5/2026 at 1:30 PM

Live

Closed

	NBSM	SDVD
Last price	$26.86	$22.97
1D performance	+1.20%	+1.28%
AuM	$225.73 M	$822.58 M
E/R	0.75%	0.85%

Characteristics

	NBSM	SDVD
Management strategy	Active	Active
Provider	Neuberger Berman	First Trust
Benchmark	-	-
N° of holdings	65	160
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 21, 2024	August 9, 2023
ESG	Yes	No

More NBSM data on Trackinsight

More SDVD data on Trackinsight

Exposure

Countries

NBSM

USA

87.28%

Other

12.72%

SDVD

USA

94.06%

Other

5.94%

Sectors

NBSM

Industrials

30.64%

Information Techn.

17.52%

Financials

16.06%

Other

35.78%

SDVD

Financials

30.89%

Industrials

27.46%

Consumer Discreti.

9.94%

Information Techn.

9.05%

Other

22.66%

Diversification

NBSM

Total weight of top 15 holdings out of 15

32.44%

SDVD

Total weight of top 15 holdings out of 15

16.95%

Top 15 holdings

Data as of March 31, 2026

NBSM

TIDEWATER

2.49%

KIRBY

2.47%

VALMONT INDUSTRS

2.39%

WHITE MTN INS

2.34%

LITTELFUSE

2.26%

ARCOSA INC

2.20%

BRADY NON VOTING

2.19%

UGI

2.11%

APTARGROUP

2.10%

CNX RESOURCES CORP

2.10%

COMMUNITY BANK SYSTEM

2.03%

GATES INDUSTRIAL CORPORATION PLC

2.00%

TORO

1.97%

MKS INSTRUMENTS

1.92%

STEWART INFO SVC

1.86%

SDVD

COMFORT SYSTEMS USA

1.55%

ENERSYS

1.29%

WEATHERFORD INTL PLC

1.21%

CLEAR SECURE

1.20%

PRIMORIS SERVICES

1.16%

WOODWARD

1.15%

NEW YORK TIMES

1.12%

POWELL INDUSTRIES

1.08%

EMCOR GROUP

1.08%

PRICESMART

1.06%

US04956D1072

1.04%

ALLISON TRANSMISSION HOLDINGS

1.02%

LEMAITRE VASCULAR

1.01%

PERDOCEO EDUCATION CORPORATION

1.01%

MUELLER INDUSTRIES

0.97%

Frequently asked questions about NBSM and SDVD

How have the NBSM and SDVD ETFs performed in 2026?

As of May 1, 2026, NBSM is up 6.05% year-to-date (YTD), while SDVD has returned 9.97%. That puts SDVD better performer ahead so far this year.

Which ETF is attracting more investor money: NBSM or SDVD?

Year-to-date, the NBSM ETF saw +$14M in flows, compared to +$67M for SDVD.

Which ETF is more volatile: NBSM or SDVD?

Over the past year, NBSM had a volatility of 15.27%, while SDVD experienced 14.94%.

Which ETF is bigger: NBSM or SDVD?

As of May 1, 2026, NBSM holds $225.73 M in assets under management (AUM), while SDVD manages $822.58 M.

What sectors do the NBSM and SDVD ETFs invest in?

NBSM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SDVD focuses on Financials, Industrials and Consumer Discretionary.

NBSMvsSDVDETF Comparison

Neuberger Berman Small-Mid Cap ETF

FT Vest SMID Rising Dividend Achievers Target Income ETF

NBSM vs SDVD performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the NBSM and SDVD ETFs performed in 2026?

As of May 1, 2026, NBSM is up 6.05% year-to-date (YTD), while SDVD has returned 9.97%. That puts SDVD better performer ahead so far this year.

Which ETF is attracting more investor money: NBSM or SDVD?

Year-to-date, the NBSM ETF saw +$14M in flows, compared to +$67M for SDVD.

Which ETF is more volatile: NBSM or SDVD?

Over the past year, NBSM had a volatility of 15.27%, while SDVD experienced 14.94%.

Which ETF is bigger: NBSM or SDVD?

As of May 1, 2026, NBSM holds $225.73 M in assets under management (AUM), while SDVD manages $822.58 M.

What sectors do the NBSM and SDVD ETFs invest in?

NBSM leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, SDVD focuses on Financials, Industrials and Consumer Discretionary.

What are the top holdings of the NBSM ETF and SDVD ETF?

NBSM top holdings include TIDEWATER, KIRBY and VALMONT INDUSTRS. SDVD holds in its top three: COMFORT SYSTEMS USA, ENERSYS and WEATHERFORD INTL PLC.

Which ETF is more diversified: NBSM or SDVD?

NBSM holds 65 securities with 32.44% of its assets in the top 15. SDVD has 166 securities and a top 15 weight of 16.95%.

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