Compare · 2 funds side by side · dividends reinvested

NBSM and SPY

NBSMNeuberger Berman×SPYSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,481SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

NBSM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.3

Neuberger Berman Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.35%+15.9%+16.5%[…][…]−10.1%14.9%$117M1.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: NBSM 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Neuberger Berman Small-Mid Cap ETF · $117M[…]

NBSM

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

NBSMMeasureSPY

+15.9%

More Ways to See the Pairs

NBSM vs SPY: Top 5 Holdings

Today

NBSM

12.3%in top 5

SPY

in top 526.9%

NBSMStockSPY

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

2.8%WTMnot top 5

Cost, Income and Risk

Fees: NBSM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NBSM0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: NBSM, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.3%

+16.5%1 yearTotal return+12.7%

[…]3 years · per year$10,000 became […] · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

0.75%Expense ratio$75 · $9 a year on $10k · lower is better0.09%

0.35%Trailing 12-mo yield$35 · $100 a year on $10k1.00%

−10.1%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.5%HAEnot top 5

2.4%HGTYnot top 5

2.4%RYANnot top 5

2.2%TYLnot top 5

Held in common0.1%

End-of-day Nov 11, 2026 · share of each fund

NBSM vs SPY Returns, Every Period

1Y

Neuberger BermanNBSM

+16.5%

past year

SPYSPDR

+12.7%

past year

NBSMSPYFaded: behind in that period

2–0NBSM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NBSM vs SPY

YTD

Neuberger BermanNBSM

+15.9%

SPYSPDR

+12.3%

+15.9%Year to date+12.3%

−10.1%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.7%

0.3%Yield1.0%

$117MAssets$793B

3–1SPY wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

SPY1.00%$100

NBSM0.35%$35

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

NBSM$35 − $75 = −$40

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: NBSM, SPY

Today

0.1%most shared, NBSM and SPY

NBSMSPY

NBSM—0.1%

SPY0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.5%NBSM, at 14.9% volatility

SPYWorst drop−8.9%13.7% vol

NBSMWorst drop−10.1%14.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYNBSM

+12.3%Year to date+15.9%

1.0%Yield0.3%

+12.7%Past year+16.5%

0.09%Fee0.75%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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NBSM and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two