IJH vs NBSM
YTDYear to date
NBSM wins+3.8 pts
Past year
NBSM wins+2.6 pts
Fee
IJH winslower fee
Yield
IJH wins+0.9 pts
AUM
IJH1035.0× more
2–2level
IJH and NBSM · year-to-date · as of Nov 6, 2026 · AUM not scored
NBSM vs S&P 500
MAX$28.59 · −3.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−3.2%+4.2%−2.2%+13.3%+15.5%——+12.7%
Peer average−3.6%−0.9%−5.9%+9.9%+13.5%+62.1%+39.2%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
Neuberger Berman NBSM and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.6%HAE2.5%RYAN2.4%TYL2.2%UGI2.1%JKHY2.0%ATR2.0%FSV.TO2.0%KEX2.0%EPAC1.9%LFUS1.9%RVTY1.9%GTES1.8%MKSI1.8%SPSC1.8%VLTO1.8%CNM1.7%CLBK1.7%CBU1.7%TDW1.7%HLI1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.6%HAE2.5%RYAN2.4%TYL2.2%UGI2.1%JKHY2.0%ATR2.0%FSV.TO2.0%KEX2.0%EPAC1.9%LFUS1.9%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 5, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.3% | +9.5% | +9.5% | $121B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.4% | +10.7% | +10.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.8% | +12.8% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.2% | +9.2% | $26.6B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.7% | −0.7% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +9.5% | +9.5% | $19.0B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −10.0% | −10.0% | $18.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.8% | +20.8% | $15.2B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +14.9% | +14.9% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +8.3% | +8.3% | $10.0B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.7% | +12.7% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.2% | +10.2% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −8.4% | −8.4% | $6.4B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.3% | +10.3% | $6.2B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.2% | +15.2% | $5.9B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 6, 2026
NBSM Payouts by Year
2YLatest payout, Dec 2025
$0.10
a share
0.4% yield
0.4% yield
2 years added up
$0.16 a share
$0.16 a share
Neuberger Berman NBSM · per-share distributions by ex-date · 2024–2025
NBSM’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IJH | iShares Core S&P Mid-Cap ETFReadVersus | 0.05% | 1.3% | −3.9% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −3.5% | +10.7% | +12.4% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | −3.5% | +12.8% | +15.3% | $56.8B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | −3.9% | +9.2% | +12.5% | $26.6B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −2.6% | +19.2% | +24.3% | $22.8B | |
| 6 | NBSM | Neuberger Berman Small-Mid Cap ETFThis fund | 0.75% | 0.4% | −3.2% | +13.3% | +15.5% | $117M |
#30 of 94 this year · #90 cheapest of 108 · sorted by assetsOpen the US Stock Styles table →
NBSM and its peer group · total return · as of Nov 6, 2026
Cards for This View
NBSM’s Top 10 Holdings
Today22.6%of NBSM sits in these 10
Neuberger Berman NBSM · weight in the fund · as of Nov 5, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.6%HAE2.5%RYAN2.4%TYL2.2%UGI2.1%JKHY2.0%ATR2.0%FSV.TO2.0%KEX2.0%EPAC1.9%LFUS1.9%RVTY1.9%GTES1.8%MKSI1.8%SPSC1.8%VLTO1.8%CNM1.7%CLBK1.7%CBU1.7%TDW1.7%HLI1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.6%HAE2.5%RYAN2.4%TYL2.2%UGI2.1%JKHY2.0%ATR2.0%FSV.TO2.0%KEX2.0%EPAC1.9%LFUS1.9%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 5, 2026
NBSM vs Peer Average
YTDNBSMAvsBPeer average
1D−3.2%−3.6%
1M+4.2%−0.9%
3M−2.2%−5.9%
YTD+13.3%+9.9%
1Y+15.5%+13.5%
3Y[…]+62.1%
5Y[…]+39.2%
5–0NBSM wins
107 Mid cap peers · each row scaled to its leader