NBSM vs IWR

ANBSM

BIWR

Measures won0–4IWR wins · of 6 · 5Y

$10,000 · 5Y$14,217IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.15%IWR · $115 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common2.9%NBSM and IWR

NBSM

IWR

Neuberger Berman Small-Mid Cap ETF · $113MiShares Russell Mid-Cap ETF · $56.9B

[…]3 years · per year[…] · $17,081+19.5%

[…]5 years · per year[…] · $14,217+7.3%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.35%12-mo yield$35 · $115 on $10k1.15%

−10.1%Worst dropSmaller wins−8.2%

14.9%VolatilityLower wins14.1%

0–4IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsNBSM · IWR

1.8%VLTO0.2%

1.4%LNT0.1%

1.3%ITT0.1%

1.9%RVTY0.1%

Held in common2.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$56.9B
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+2.3%	+16.0%	+18.4%	new	new	−10.1%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.15%	+3.0%	+16.3%	+19.2%	+19.5%	+7.3%	−8.2%	$56.9B
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+2.3%	+16.0%	+18.4%	new	new	−10.1%	$113M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NBSM vs IWR

NBSM

Neuberger Berman Small-Mid Cap

[…]

IWR

iShares Russell Mid-Cap

$14,217

MeasureNBSMIWR

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.35%1.15%

5 years, per year[…]+7.3%

3 years, per year[…]+19.5%

Worst drop · 1Y−10.1%−8.2%

Volatility · 1Y14.9%14.1%

4–0measures won
IWR first

2.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: NBSM, IWR

Today

2.9%most shared, NBSM and IWR

NBSMIWR

NBSM—2.9%

IWR2.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, IWR

IWR$115 − $18 = $97

NBSM$35 − $75 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee