Compare · 2 funds side by side · dividends reinvested

NBSM and VOE

NBSMNeuberger Berman×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,506VOE · best of the two

02 / 04

NBSM and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.82%+22.3%+26.9%+22.2%+10.5%−6.9%11.1%$22.8B1.0

Neuberger Berman Small-Mid Cap ETFUS Stock Styles · Mid cap0.75%0.34%+17.0%+18.3%[…][…]−10.1%14.4%$115M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: NBSM 2024 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

NBSM

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,506

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NBSMMeasureVOE

+17.0%Year to dateJan 1 → Nov 4+22.3%

+18.3%1 yearTotal return+26.9%

[…]3 years · per year$10,000 became […] · $18,246+22.2%

[…]5 years · per year$10,000 became […] · $16,506+10.5%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.34%Trailing 12-mo yield$34 · $182 a year on $10k1.82%

−10.1%Worst dropSmaller is better−6.9%

14.4%VolatilityLower is calmer11.1%

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

0–6VOE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBSM vs VOE: Top 5 Holdings

Today

NBSM

12.2%in top 5

VOE

in top 58.1%

NBSMStockVOE

2.9%WTMnot top 5

2.4%HGTYnot top 5

2.4%HAEnot top 5

2.3%RYANnot top 5

2.2%KEXnot top 5

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

NBSM vs VOE Returns, Every Period

Neuberger BermanNBSM

+18.3%

past year

VOEVanguard

+26.9%

past year

NBSMVOEFaded: behind in that period

0–2VOE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

NBSM vs VOE

YTD

Neuberger BermanNBSM

+17.0%

VOEVanguard

+22.3%

+17.0%Year to date+22.3%

−10.1%Worst drop · 1Y−6.9%

14.4%Volatility · 1Y11.1%

0.3%Yield1.8%

$115MAssets$22.8B

4–0VOE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBSM, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

NBSM0.75%$75

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NBSM, VOE

1.82%highest, VOE

FundTrailing yieldYield$10k

VOE1.82%$182

NBSM0.34%$34

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VOE

VOE$182 − $5 = $177

NBSM$34 − $75 = −$41

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NBSM, VOE

Today

0.0%most shared, NBSM and VOE

NBSMVOE

NBSM—0.0%

VOE0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.9%VOE, at 11.1% volatility

VOEWorst drop−6.9%11.1% vol

NBSMWorst drop−10.1%14.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VOENBSM

+22.3%Year to date+17.0%

1.8%Yield0.3%

+26.9%Past year+18.3%

0.05%Fee0.75%

4–0VOE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026