IJH vs NBSM
YTDYear to date
NBSM wins+3.1 pts
Past year
NBSM wins+1.9 pts
Fee
IJH winslower fee
Yield
IJH wins+0.9 pts
AUM
IJH1082.1× more
2–2level
IJH and NBSM · year-to-date · as of Nov 5, 2026 · AUM not scored
NBSM vs S&P 500
YTD$29.53 · +1.5% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.5%+6.2%+1.5%+17.0%+18.3%——+16.4%
Peer average+0.9%+1.4%−1.3%+14.0%+16.7%+69.5%+46.2%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Neuberger Berman NBSM and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.4%HAE2.4%RYAN2.3%KEX2.2%TYL2.1%UGI2.1%LFUS2.0%MKSI2.0%ATR2.0%RVTY2.0%EPAC1.9%FSV.TO1.9%GTES1.9%SPSC1.9%JKHY1.8%VLTO1.8%TDW1.8%CLBK1.7%CBU1.7%CNM1.6%HLI1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.4%HAE2.4%RYAN2.3%KEX2.2%TYL2.1%UGI2.1%LFUS2.0%MKSI2.0%ATR2.0%RVTY2.0%EPAC1.9%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
All 108 Mid Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | IJH | Core S&P Mid-CapReadDesk | 0.05% | 1.2% | +13.9% | +13.9% | $125B | |
| 2 | VO | Morningstar Mid-CapReadDesk | 0.03% | 1.3% | +14.7% | +14.7% | $103B | |
| 3 | IWR | Russell Mid-CapReadDesk | 0.18% | 1.1% | +16.9% | +16.9% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 TrustReadDesk | 0.23% | 1.0% | +13.6% | +13.6% | $26.1B | |
| 5 | VOE | Morningstar Mid-Cap ValueReadDesk | 0.05% | 1.8% | +22.3% | +22.3% | $22.8B | |
| 6 | VOT | Morningstar Mid-Cap GrowthReadDesk | 0.05% | 0.6% | +4.5% | +4.5% | $19.2B | |
| 7 | SPMD | State Street SPDR Portfolio S&P 400 Mid CapReadDesk | 0.03% | 1.3% | +14.0% | +14.0% | $18.8B | |
| 8 | IWP | Russell Mid-Cap GrowthReadDesk | 0.23% | 0.4% | −4.3% | −4.3% | $18.5B | |
| 9 | IWS | Russell Mid-Cap ValueReadDesk | 0.23% | 1.3% | +24.2% | +24.2% | $14.9B | |
| 10 | SCHM | U.S. Mid-CapReadDesk | 0.03% | 1.3% | +19.3% | +19.3% | $14.9B | |
| 11 | IJK | S&P Mid-Cap 400 GrowthReadDesk | 0.16% | 0.6% | +13.5% | +13.5% | $10.5B | |
| 12 | IJJ | S&P Mid-Cap 400 ValueReadDesk | 0.18% | 1.6% | +14.0% | +14.0% | $8.8B | |
| 13 | FMDE | Fidelity Enhanced Mid CapReadDesk | 0.23% | 1.0% | +16.8% | +16.8% | $8.1B | |
| 14 | XMMO | S&P MidCap MomentumReadDesk | 0.34% | 0.7% | −2.4% | −2.4% | $6.5B | |
| 15 | JHMM | John Hancock Investments - Multifactor Mid CapReadDesk | 0.41% | 0.9% | +14.5% | +14.5% | $6.1B | |
| 16 | XMHQ | S&P MidCap QualityReadDesk | 0.30% | 0.5% | +19.0% | +19.0% | $5.8B |
1–16 of 108Page 1 of 7
Mid Cap · current AUM · as of Nov 5, 2026
NBSM Payouts by Year
2YLatest payout, Dec 2025
$0.10
a share
0.3% yield
0.3% 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% | 1.2% | +0.6% | +13.9% | +16.4% | $125B | |
| 2 | VO | Vanguard Morningstar Mid-Cap ETFReadVersus | 0.03% | 1.3% | +0.9% | +14.7% | +15.3% | $103B | |
| 3 | IWR | iShares Russell Mid-Cap ETFReadVersus | 0.18% | 1.1% | +1.1% | +16.9% | +18.2% | $58.2B | |
| 4 | MDY | State Street SPDR S&P MIDCAP 400 ETF TrustReadVersus | 0.23% | 1.0% | +0.6% | +13.6% | +16.0% | $26.1B | |
| 5 | VOE | Vanguard Morningstar Mid-Cap Value ETFReadVersus | 0.05% | 1.8% | +1.4% | +22.3% | +26.9% | $22.8B | |
| 6 | NBSM | Neuberger Berman Small-Mid Cap ETFThis fund | 0.75% | 0.3% | +1.5% | +17.0% | +18.3% | $115M |
#31 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 5, 2026
Cards for This View
NBSM’s Top 10 Holdings
Today22.4%of NBSM sits in these 10
Neuberger Berman NBSM · weight in the fund · as of Nov 4, 2026
NBSM’s Holdings
TodayWTMWhite Mountains Insurance Gp2.9%HGTY2.4%HAE2.4%RYAN2.3%KEX2.2%TYL2.1%UGI2.1%LFUS2.0%MKSI2.0%ATR2.0%RVTY2.0%EPAC1.9%FSV.TO1.9%GTES1.9%SPSC1.9%JKHY1.8%VLTO1.8%TDW1.8%CLBK1.7%CBU1.7%CNM1.6%HLI1.6%
WTMWhite Mountains Insurance Gp2.9%HGTY2.4%HAE2.4%RYAN2.3%KEX2.2%TYL2.1%UGI2.1%LFUS2.0%MKSI2.0%ATR2.0%RVTY2.0%EPAC1.9%
IndustrialsFinancial ServicesHealthcareTechnologyEnergyOther
Neuberger Berman NBSM · 67 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
NBSM vs Peer Average
YTDNBSMAvsBPeer average
1D+1.5%+0.9%
1M+6.2%+1.4%
3M+1.5%−1.3%
YTD+17.0%+14.0%
1Y+18.3%+16.7%
3Y[…]+69.5%
5Y[…]+46.2%
5–0NBSM wins
107 Mid cap peers · each row scaled to its leader