Compare · 2 funds side by side · dividends reinvested

NBSM and MDY

NBSMNeuberger Berman×MDYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,126MDY · best of the two

02 / 04

NBSM and MDY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P MIDCAP 400 ETF TrustUS Stock Styles · Mid cap0.23%1.04%+12.9%+15.3%+18.1%+7.2%−8.8%14.9%$26.1B1.4

Neuberger Berman Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.35%+15.3%+16.3%[…][…]−10.1%14.3%$115M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: NBSM 2024 · MDY 1995

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Small-Mid Cap ETF · $115M[…]

NBSM

MDY

State Street SPDR S&P MIDCAP 400 ETF Trust · $26.1B$14,126

$10,000 five years ago, dividends reinvested · they hold 9.3% in common

NBSMMeasureMDY

+15.3%Year to dateJan 1 → Nov 3+12.9%

+16.3%1 yearTotal return+15.3%

[…]3 years · per year$10,000 became […] · $16,479+18.1%

[…]5 years · per year$10,000 became […] · $14,126+7.2%

0.75%Expense ratio$75 · $23 a year on $10k · lower is better0.23%

0.35%Trailing 12-mo yield$35 · $104 a year on $10k1.04%

−10.1%Worst dropSmaller is better−8.8%

14.3%VolatilityLower is calmer14.9%

NBSMMDY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBSM vs MDY: Top 5 Holdings

Today

NBSM

12.0%in top 5

MDY

in top 54.2%

NBSMStockMDY

2.9%WTMnot top 5

2.4%HAEnot top 5

2.3%RYANnot top 5

2.3%HGTYnot top 5

2.2%KEXnot top 5

not top 5OKTA1.1%

not top 5CASH_USD1.0%

not top 5FTI0.8%

not top 5UTHR0.7%

not top 5ENTG0.7%

Held in common9.3%

End-of-day Nov 3, 2026 · share of each fund

NBSM vs MDY Returns, Every Period

Neuberger BermanNBSM

+16.3%

past year

MDYSPDR

+15.3%

past year

NBSMMDYFaded: behind in that period

2–0NBSM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

NBSM vs MDY

YTD

Neuberger BermanNBSM

+15.3%

MDYSPDR

+12.9%

+15.3%Year to date+12.9%

−10.1%Worst drop · 1Y−8.8%

14.3%Volatility · 1Y14.9%

0.3%Yield1.0%

$115MAssets$26.1B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBSM, MDY

Today

0.23%lowest, MDY

FundExpense ratioFee$10k

MDY0.23%$23

NBSM0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: NBSM, MDY

1.04%highest, MDY

FundTrailing yieldYield$10k

MDY1.04%$104

NBSM0.35%$35

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, MDY

MDY$104 − $23 = $81

NBSM$35 − $75 = −$40

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: NBSM, MDY

Today

9.3%most shared, NBSM and MDY

NBSMMDY

NBSM—9.3%

MDY9.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.3%NBSM, at 14.3% volatility

NBSMWorst drop−10.1%14.3% vol

MDYWorst drop−8.8%14.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MDYNBSM

+12.9%Year to date+15.3%

1.0%Yield0.3%

+15.3%Past year+16.3%

0.23%Fee0.75%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026