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NBSMvsSMDXETF Comparison

ETF 1

NBSM

Neuberger Berman Small-Mid Cap ETF

This fund is part of

US Multi-Factor

-0.05%

Full NBSM fund page

VS

ETF 2

SMDX

Intech S&P Small-Mid Cap Diversified Alpha ETF

This fund is part of

US Multi-Factor

-0.05%

Full SMDX fund page

Neuberger Berman Small-Mid Cap ETF (NBSM) and Intech S&P Small-Mid Cap Diversified Alpha ETF (SMDX) belong to the same industry segment: US Multi-Factor. NBSM's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, SMDX's top sector exposures are Industrials, Financials and Consumer Discretionary. NBSM is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.35% for SMDX. NBSM is up 6.2% year-to-date (YTD) with +$13M in YTD flows. SMDX performs better with 10.48% YTD performance, and +$40K in YTD flows. Run a side-by-side ETF comparison of NBSM and SMDX 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 SMDX 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 04/28/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	NBSM SMDX	+8.80%+10.20%	+1.34%+5.11%	+6.20%+10.48%	+16.37%+34.54%	n/an/a	n/an/a
Flows	NBSM SMDX	+$1M-$205K	+$12M-$223K	+$13M+$40K	+$54M+$41M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	NBSM SMDX	+15.88%+18.59%	+15.15%+16.46%	n/an/a	n/an/a
Max drawdown	NBSM SMDX	-10.22%-8.63%	-10.22%-8.63%	n/an/a	n/an/a
Max drawdown duration	NBSM SMDX	76d60d	76d60d	n/an/a	n/an/a

Trading data

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	NBSM	SMDX
Last sale 4/29/2026 at 7:59 PM	$26.56	$25.23
Previous close 04/29/2026	$26.79	$25.23
Consolidated volume 04/29/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 4/29/2026 at 7:59 PM

Live

Closed

	NBSM	SMDX
Last price	$26.56	$25.23
1D performance	-0.88%	+0.00%
AuM	$225.39 M	$123.53 M
E/R	0.75%	0.35%

Characteristics

	NBSM	SMDX
Management strategy	Active	Active
Provider	Neuberger Berman	Intech Investment Management
Benchmark	-	-
N° of holdings	65	504
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	March 21, 2024	February 27, 2025
ESG	Yes	No

More NBSM data on Trackinsight

More SMDX data on Trackinsight

Exposure

Countries

NBSM

USA

87.28%

Other

12.72%

SMDX

USA

94.65%

Other

5.35%

Sectors

NBSM

Industrials

30.64%

Information Techn.

17.52%

Financials

16.06%

Other

35.78%

SMDX

Industrials

21.51%

Financials

14.95%

Consumer Discreti.

13.69%

Information Techn.

12.33%

Health Care

10.48%

Other

27.04%

Diversification

NBSM

Total weight of top 15 holdings out of 15

32.44%

SMDX

Total weight of top 15 holdings out of 15

13.79%

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%

SMDX

JONES LANG LASALLE

1.42%

EAST WEST BANCORP

1.15%

UTD THERAPEUT

1.07%

US FOODS HOLDING CORP

1.00%

LAMAR ADVERTISING

0.95%

ORMAT TECHNOLOGIES

0.92%

NVENT ELECTRIC PLC

0.84%

TENET HEALTHCARE

0.84%

UNIVERSAL DISPLAY

0.83%

ANTERO MIDSTREAM CORPORATION

0.83%

GRANITE CONSTRUCTION

0.82%

AECOM

0.81%

XPO LOGISTICS

0.77%

ACUITY BRANDS

0.77%

UGI

0.77%

Frequently asked questions about NBSM and SMDX

How have the NBSM and SMDX ETFs performed in 2026?

As of April 28, 2026, NBSM is up 6.2% year-to-date (YTD), while SMDX has returned 10.48%. That puts SMDX better performer ahead so far this year.

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

Year-to-date, the NBSM ETF saw +$13M in flows, compared to +$40K for SMDX.

Which ETF is more volatile: NBSM or SMDX?

Over the past year, NBSM had a volatility of 15.15%, while SMDX experienced 16.46%.

Which ETF is bigger: NBSM or SMDX?

As of April 28, 2026, NBSM holds $225.39 M in assets under management (AUM), while SMDX manages $123.53 M.

What sectors do the NBSM and SMDX ETFs invest in?

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

NBSMvsSMDXETF Comparison

Neuberger Berman Small-Mid Cap ETF

Intech S&P Small-Mid Cap Diversified Alpha ETF

NBSM vs SMDX 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 SMDX ETFs performed in 2026?

As of April 28, 2026, NBSM is up 6.2% year-to-date (YTD), while SMDX has returned 10.48%. That puts SMDX better performer ahead so far this year.

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

Year-to-date, the NBSM ETF saw +$13M in flows, compared to +$40K for SMDX.

Which ETF is more volatile: NBSM or SMDX?

Over the past year, NBSM had a volatility of 15.15%, while SMDX experienced 16.46%.

Which ETF is bigger: NBSM or SMDX?

As of April 28, 2026, NBSM holds $225.39 M in assets under management (AUM), while SMDX manages $123.53 M.

What sectors do the NBSM and SMDX ETFs invest in?

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

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

NBSM top holdings include TIDEWATER, KIRBY and VALMONT INDUSTRS. SMDX holds in its top three: JONES LANG LASALLE, EAST WEST BANCORP and UTD THERAPEUT.

Which ETF is more diversified: NBSM or SMDX?

NBSM holds 65 securities with 32.44% of its assets in the top 15. SMDX has 525 securities and a top 15 weight of 13.79%.

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