ETFs most similar to NBSM
The funds whose holdings overlap Neuberger Small-Mid Cap ETF the most, by weight. as of May 31, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with NBSM | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| NBSMNeuberger Small-Mid Cap ETF | Mid Cap Blend | — | 0.65% | $109M | +8.7% | 0.37% | |
| OUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF | Dividend | 14% | 0.48% | $786M | +5.5% | 2.08% | side by side |
| SMCOHilton Small-MidCap Opportunity ETF | Mid Cap Blend | 13% | 0.55% | $136M | +3.6% | 0.96% | side by side |
| FSCSFirst Trust Exchange-Traded Fund VI First Trust SMID Capital Strength ETF | Mid Cap Blend | 12% | — | $57M | −1.9% | 1.28% | side by side |
| SQLTiShares MSCI USA Small-Cap Quality Factor ETF | Quality | 11% | 0.20% | $7.7M | — | 0.49% | side by side |
| QMIDWisdomTree U.S. MidCap Quality Growth Fund | Quality | 10% | 0.38% | $2.2M | +4.1% | 0.49% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.