NBSM vs MDY

ANBSM

BMDY

Measures won1–3MDY wins · of 6 · 5Y

$10,000 · 5Y$13,504MDY

Lowest cost0.23%MDY · $23 on $10k

Most income1.04%MDY · $104 on $10k

Smallest drop−8.8%MDY · worst fall in 1Y

Held in common9.2%NBSM and MDY

NBSM

MDY

Neuberger Berman Small-Mid Cap ETF · $117MState Street SPDR S&P MIDCAP 400 ETF Trust · $25.7B

[…]3 years · per year[…] · $15,650+16.1%

[…]5 years · per year[…] · $13,504+6.2%

0.75%Expense ratio$75 · $23 on $10k · lower wins0.23%

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

−10.1%Worst dropSmaller wins

End-of-day Nov 13, 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	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	−0.1%	+12.3%	+13.6%	+16.1%	+6.2%	−8.8%	$25.7B
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+0.1%	+15.0%	+14.8%	new	new	−10.1%	$117M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BMDY	State Street SPDR S&P MIDCAP 400 ETF TrustRead Desk		0.23%	1.04%	−0.1%	+12.3%	+13.6%	+16.1%	+6.2%	−8.8%	$25.7B
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+0.1%	+15.0%	+14.8%	new	new	−10.1%	$117M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NBSM vs MDY

NBSM

Neuberger Berman Small-Mid Cap

[…]

MDY

SPDR S&P MIDCAP 400 ETF Trust

$13,504

MeasureNBSMMDY

Fee0.75%0.23%

Cost on $10k a year$75$23

Yield0.35%1.04%

5 years, per year[…]+6.2%

3 years, per year[…]+16.1%

Worst drop · 1Y−10.1%−8.8%

Volatility · 1Y14.9%

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NBSM vs MDY

Both

Both

$10,000 in NBSM, MDY

Overlap: NBSM, MDY

NBSM vs MDY

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Overlap: NBSM, MDY

Income After Fees on $10,000