IJH vs NBSM
YTDYear to date
NBSM wins+3.9 pts
Past year
NBSM wins+2.5 pts
Fee
IJH winslower fee
Yield
IJH wins+0.9 pts
AUM
IJH1073.9× more
2–2level
IJH and NBSM · year-to-date · as of Nov 8, 2026 · AUM not scored
NBSM vs S&P 500
MAX$28.62 · +0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+0.1%+3.7%−1.4%+13.4%+15.4%——+12.9%
Peer average+0.2%−1.2%−5.6%+10.0%+12.7%+61.3%+39.3%—
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Neuberger Berman NBSM and Vanguard VOO · total return, dividends in · as of Nov 8, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.7%HAE2.5%RYAN2.5%TYL2.3%JKHY2.1%UGI2.1%ATR2.0%FSV.TO2.0%KEX1.9%GTES1.8%SPSC1.8%RVTY1.8%VLTO1.8%EPAC1.8%LFUS1.8%CNM1.7%CLBK1.7%MKSI1.7%CBU1.7%HLI1.6%TDW1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.7%HAE2.5%RYAN2.5%TYL2.3%JKHY2.1%UGI2.1%ATR2.0%FSV.TO2.0%KEX1.9%GTES1.8%SPSC1.8%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 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% | +10.6% | +10.6% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.2% | +12.9% | +12.9% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.1% | +9.8% | +9.8% | $25.5B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.9% | +18.4% | +18.4% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | −0.1% | −0.1% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +10.2% | +10.2% | $18.3B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −9.2% | −9.2% | $17.3B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +20.6% | +20.6% | $14.8B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +15.4% | +15.4% | $14.6B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +9.7% | +9.7% | $10.2B | |
| 12 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.1% | +12.9% | +12.9% | $8.6B | |
| 13 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +10.1% | +10.1% | $8.6B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.8% | −6.0% | −6.0% | $6.1B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +10.7% | +10.7% | $6.0B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.6% | +15.5% | +15.5% | $5.7B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 8, 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% | +0.6% | +9.5% | +12.9% | $121B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.4% | −0.1% | +10.6% | +11.6% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.2% | +0.1% | +12.9% | +14.7% | $56.9B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.1% | +0.6% | +9.8% | +12.4% | $25.5B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.9% | −0.7% | +18.4% | +22.7% | $22.8B | |
| 6 | NBSM | Neuberger Berman Small-Mid Cap ETFThis fund | 0.75% | 0.4% | +0.1% | +13.4% | +15.4% | $113M |
#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 9, 2026
Cards for This View
NBSM’s Top 10 Holdings
Today23.0%of NBSM sits in these 10
Neuberger Berman NBSM · weight in the fund · as of Nov 6, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.7%HAE2.5%RYAN2.5%TYL2.3%JKHY2.1%UGI2.1%ATR2.0%FSV.TO2.0%KEX1.9%GTES1.8%SPSC1.8%RVTY1.8%VLTO1.8%EPAC1.8%LFUS1.8%CNM1.7%CLBK1.7%MKSI1.7%CBU1.7%HLI1.6%TDW1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.7%HAE2.5%RYAN2.5%TYL2.3%JKHY2.1%UGI2.1%ATR2.0%FSV.TO2.0%KEX1.9%GTES1.8%SPSC1.8%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
NBSM vs Peer Average
YTDNBSMAvsBPeer average
1D+0.1%+0.2%
1M+3.7%−1.2%
3M−1.4%−5.6%
YTD+13.4%+10.0%
1Y+15.4%+12.7%
3Y[…]+61.3%
5Y[…]+39.3%
4–1NBSM wins
107 Mid cap peers · each row scaled to its leader