NBSM vs VOO

ANBSM

BVOO

Measures won0–4VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO

Lowest cost0.03%VOO · $3 on $10k

Most income1.10%VOO · $110 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.1%NBSM and VOO

NBSM

VOO

Neuberger Berman Small-Mid Cap ETF · $117MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,079+21.8%

[…]5 years · per year[…] · $17,177+11.4%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.35%12-mo yield$35 · $110 on $10k1.10%

−10.1%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.5%

0–4VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNBSM · VOO

1.8%VLTO0.0%

1.8%RVTY0.0%

1.4%LNT0.0%

2.3%TYL0.0%

Held in common0.1%

End-of-day Nov 6, 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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+0.1%	+13.4%	+15.4%	new	new	−10.1%	$117M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	ANBSM	Neuberger Berman Small-Mid Cap ETFRead Desk		0.75%	0.35%	+0.1%	+13.4%	+15.4%	new	new	−10.1%	$117M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NBSM vs VOO

NBSM

Neuberger Berman Small-Mid Cap

[…]

VOO

Vanguard S&P 500

$17,177

MeasureNBSMVOO

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.35%1.10%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y14.7%13.5%

4–0measures won
VOO first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: NBSM, VOO

Today

0.1%most shared, NBSM and VOO

NBSMVOO

NBSM—0.1%

VOO0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

NBSM$35 − $75 = −$40

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee