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NBSMvsSDVYETF Comparison

ETF 1

NBSM

Neuberger Berman Small-Mid Cap ETF

This fund is part of

US Multi-Factor

+1.03%

Full NBSM fund page

VS

ETF 2

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

This fund is part of

US High Dividend

+0.09%

Full SDVY fund page

Neuberger Berman Small-Mid Cap ETF (NBSM) belongs to the US Multi-Factor segment. First Trust SMID Cap Rising Dividend Achievers ETF (SDVY) is part of the US High Dividend segment. NBSM's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SDVY's top sector exposures are Financials, Industrials and Consumer Discretionary. NBSM is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.58% for SDVY. NBSM is up 9.42% year-to-date (YTD) with -$70M in YTD flows. SDVY performs better with 9.77% YTD performance, and +$1.73B in YTD flows. Run a side-by-side ETF comparison of NBSM and SDVY 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 SDVY 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 06/18/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	NBSM SDVY	+5.17%+2.19%	+9.46%+5.85%	+9.42%+9.77%	+12.72%+23.79%	n/a+58.54%	n/a+59.79%
Flows	NBSM SDVY	-$84M+$1.14B	-$82M+$1.42B	-$70M+$1.73B	-$47M+$2.34B	-+$8.88B	-+$9.95B

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	NBSM SDVY	+15.96%+16.16%	+14.88%+15.39%	n/a+19.08%	n/a+20.97%
Max drawdown	NBSM SDVY	-4.04%-4.39%	-10.22%-9.22%	n/a-26.11%	n/a-26.11%
Max drawdown duration	NBSM SDVY	45d42d	126d61d	n/a406d	n/a406d

Trading data

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	NBSM	SDVY
Last sale 6/18/2026 at 1:30 PM	$27.60	$42.22
Previous close 06/18/2026	$26.99	$41.97
Consolidated volume 06/18/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of May 29, 2026

1-year trailing difference

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NBSM

is actively managed and doesn’t replicate an index

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	NBSM	SDVY
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 6/18/2026 at 1:30 PM

Live

Closed

	NBSM	SDVY
Last price	$27.60	$42.22
1D performance	+2.26%	+0.60%
AuM	$148.15 M	$12.09 B
E/R	0.75%	0.58%

Characteristics

	NBSM	SDVY
Management strategy	Active	Passive
Provider	Neuberger Berman	First Trust
Benchmark	-	Nasdaq US SMID Cap Rising Dividend Achievers Index
N° of holdings	65	160
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	March 21, 2024	November 1, 2017
ESG	Yes	No

More NBSM data on Trackinsight

More SDVY data on Trackinsight

Exposure

Countries

NBSM

USA

85.58%

Other

14.42%

SDVY

USA

94.2%

Other

5.8%

Sectors

NBSM

Industrials

30.36%

Information Techn.

17.67%

Financials

15.77%

Other

36.2%

SDVY

Financials

31.28%

Industrials

28.17%

Consumer Discreti.

9.59%

Information Techn.

8.86%

Other

22.1%

Diversification

NBSM

Total weight of top 15 holdings out of 15

32.93%

SDVY

Total weight of top 15 holdings out of 15

18.28%

Top 15 holdings

Data as of April 30, 2026

NBSM

KIRBY

2.64%

TIDEWATER

2.53%

VALMONT INDUSTRS

2.51%

ARCOSA INC

2.33%

LITTELFUSE

2.27%

WHITE MTN INS

2.25%

MKS INSTRUMENTS

2.16%

GATES INDUSTRIAL CORPORATION PLC

2.11%

POWER INTEGRATIONS

2.07%

BRADY NON VOTING

2.07%

COMMUNITY BANK SYSTEM

2.04%

STEWART INFO SVC

2.03%

UGI

2.01%

ENTEGRIS

1.95%

CNX RESOURCES CORP

1.95%

SDVY

COMFORT SYSTEMS USA

1.91%

POWELL INDUSTRIES

1.51%

ENERSYS

1.45%

WEATHERFORD INTL PLC

1.32%

PRIMORIS SERVICES

1.31%

CLEAR SECURE

1.27%

EMCOR GROUP

1.21%

MUELLER INDUSTRIES

1.08%

ALLISON TRANSMISSION HOLDINGS

1.06%

WOODWARD

1.05%

PRICESMART

1.04%

CBOE GLOBAL MARKETS INC

1.03%

INTERACTIVE BROKERS GROUP

1.03%

NORTHERN TRUST

1.03%

EAST WEST BANCORP

0.98%

Frequently asked questions about NBSM and SDVY

How have the NBSM and SDVY ETFs performed in 2026?

As of June 18, 2026, NBSM is up 9.42% year-to-date (YTD), while SDVY has returned 9.77%. That puts SDVY better performer ahead so far this year.

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

Year-to-date, the NBSM ETF saw -$70M in flows, compared to +$1.73B for SDVY.

Which ETF is more volatile: NBSM or SDVY?

Over the past year, NBSM had a volatility of 14.88%, while SDVY experienced 15.39%.

Which ETF is bigger: NBSM or SDVY?

As of June 18, 2026, NBSM holds $148.15 M in assets under management (AUM), while SDVY manages $12.09 B.

What sectors do the NBSM and SDVY ETFs invest in?

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

NBSMvsSDVYETF Comparison

Neuberger Berman Small-Mid Cap ETF

First Trust SMID Cap Rising Dividend Achievers ETF

NBSM vs SDVY 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 SDVY ETFs performed in 2026?

As of June 18, 2026, NBSM is up 9.42% year-to-date (YTD), while SDVY has returned 9.77%. That puts SDVY better performer ahead so far this year.

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

Year-to-date, the NBSM ETF saw -$70M in flows, compared to +$1.73B for SDVY.

Which ETF is more volatile: NBSM or SDVY?

Over the past year, NBSM had a volatility of 14.88%, while SDVY experienced 15.39%.

Which ETF is bigger: NBSM or SDVY?

As of June 18, 2026, NBSM holds $148.15 M in assets under management (AUM), while SDVY manages $12.09 B.

What sectors do the NBSM and SDVY ETFs invest in?

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

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

NBSM top holdings include KIRBY, TIDEWATER and VALMONT INDUSTRS. SDVY holds in its top three: COMFORT SYSTEMS USA, POWELL INDUSTRIES and ENERSYS.

Which ETF is more diversified: NBSM or SDVY?

NBSM holds 65 securities with 32.93% of its assets in the top 15. SDVY has 167 securities and a top 15 weight of 18.28%.

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