NBSM vs PALC
Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and PACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF (PALC, ETF).
NBSM vs PALC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBSM
$226M
PALC
$225M
Expense Ratio
NBSM
0.65%
Winner
PALC
0.60%
Max Drawdown
Winner
NBSM
25.33%
PALC
25.52%
Sharpe Ratio
NBSM
0.48
Winner
PALC
1.30
5Y Beta
NBSM
0.89
Winner
PALC
0.76
P/E Ratio
NBSM
23.19
Winner
PALC
21.40
Forward P/E
NBSM
17.90
Winner
PALC
13.74
PEG Ratio
NBSM
0.06
PALC
N/A
5Y Dividends CAGR
NBSM
N/A
PALC
20.47%
5Y EPS CAGR
NBSM
10.11%
Winner
PALC
12.43%
Debt to Equity
Winner
NBSM
56.66%
PALC
56.88%
P/S Ratio
NBSM
2.44
Winner
PALC
1.21
P/B Ratio
NBSM
2.73
Winner
PALC
2.48
NBSM vs PALC - Holdings Comparison
NBSM and PALC have 3 common holdings. Overlap is 1.24%
NBSM's top 25 holdings weight is 49.55%. PALC's top 25 holdings weight is 33.90%.
| Rank | NBSM | PALC |
|---|---|---|
| #1 | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 2.89% | UNITEDHEALTH GROUP INC (UNH) - 2.74% |
| #2 | VALMONT INDUSTRIES INC (VMI) - 2.71% | EXXON MOBIL CORP (XOM) - 2.64% |
| #3 | KIRBY CORP (KEX) - 2.41% | CHEVRON CORP (CVX) - 2.11% |
| #4 | LITTELFUSE INC (LFUS) - 2.26% | BANK OF AMERICA CORP (BAC) - 2.04% |
| #5 | MKS INC (MKSI) - 2.18% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.03% |
| #6 | GATES INDUSTRIAL CORP PLC (GTES) - 2.17% | VERIZON COMMUNICATIONS INC (VZ) - 1.81% |
| #7 | REVVITY INC (RVTY) - 2.14% | CITIGROUP INC (C) - 1.79% |
| #8 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.08% | AT&T INC (T) - 1.58% |
| #9 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.06% | WELLS FARGO & CO (WFC) - 1.42% |
| #10 | APTARGROUP INC (ATR) - 2.03% | ELEVANCE HEALTH INC (ELV) - 1.35% |
| #11 | ARCOSA INC (ACA) - 1.95% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.13% |
| #12 | POWER INTEGRATIONS INC (POWI) - 1.95% | SUPER MICRO COMPUTER INC (SMCI) - 1.08% |
| #13 | UMB FINANCIAL CORP (UMBF) - 1.95% | ECHOSTAR CORP CLASS A (SATS) - 1.05% |
| #14 | TIDEWATER INC (TDW) - 1.88% | COMCAST CORP CLASS A (CMCSA) - 1.02% |
| #15 | HAEMONETICS CORP (HAE) - 1.85% | CVS HEALTH CORP (CVS) - 1.00% |
| #16 | UGI CORP (UGI) - 1.84% | DATADOG INC CLASS A (DDOG) - 0.99% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.84% | HUMANA INC (HUM) - 0.98% |
| #18 | STEWART INFORMATION SERVICES CORP (STC) - 1.83% | MICRON TECHNOLOGY INC (MU) - 0.92% |
| #19 | PROSPERITY BANCSHARES INC (PB) - 1.74% | CONOCOPHILLIPS (COP) - 0.91% |
| #20 | CNX RESOURCES CORP (CNX) - 1.72% | CENTENE CORP (CNC) - 0.90% |
| #21 | CORE & MAIN INC CLASS A (CNM) - 1.66% | DELTA AIR LINES INC (DAL) - 0.90% |
| #22 | AMERICAN STATES WATER CO (AWR) - 1.63% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.89% |
| #23 | BIO-TECHNE CORP (TECH) - 1.60% | n/a (DELL) - 0.88% |
| #24 | ALLIANT ENERGY CORP (LNT) - 1.59% | GENERAL MOTORS CO (GM) - 0.88% |
| #25 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.59% | LUMENTUM HOLDINGS INC (LITE) - 0.86% |
| Total Holdings | 75 | 184 |
NBSM vs PALC - Historical Returns
Returns include dividend reinvestment.
1M
NBSM
+3.41%
Winner
PALC
+4.03%
3M
NBSM
+8.37%
Winner
PALC
+10.00%
6M
NBSM
+6.07%
Winner
PALC
+9.88%
1Y
NBSM
+10.32%
Winner
PALC
+20.86%
5Y(CAGR)
NBSM
N/A
PALC
+9.36%
Max(CAGR)
NBSM
+3.41%
Winner
PALC
+16.49%
NBSM vs PALC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | NBSM | PALC |
|---|---|---|
| 2026 | +7.60% | +9.81% |
| 2025 | +0.40% | +7.60% |
| 2024 | -0.39% | +22.95% |
| 2023 | N/A | +17.72% |
| 2022 | N/A | -15.06% |
| 2021 | N/A | +42.74% |
| 2020 | N/A | +22.19% |
NBSM vs PALC Drawdown Comparison
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for PALC was -24.45%, occurring on Sep 30, 2022. Recovery took 558 trading sessions.
The current NBSM drawdown is -2.75%. The current PALC drawdown is -1.18%.
| Rank | NBSM | PALC |
|---|---|---|
| #1 | -25.16% Nov 25, 2024 - Apr 8, 2025 | -24.45% Nov 5, 2021 - Jan 29, 2024 |
| #2 | -7.23% Jul 16, 2024 - Oct 11, 2024 | -17.38% Nov 29, 2024 - Oct 27, 2025 |
| #3 | -6.88% Mar 28, 2024 - May 7, 2024 | -10.14% Sep 2, 2020 - Dec 4, 2020 |
| #4 | -6.12% May 15, 2024 - Jul 16, 2024 | -9.08% Jul 10, 2024 - Oct 9, 2024 |
| #5 | -4.11% Oct 14, 2024 - Nov 6, 2024 | -8.94% Feb 27, 2026 - May 22, 2026 |
| #6 | -3.68% Nov 11, 2024 - Nov 22, 2024 | -8.59% Jan 14, 2021 - Feb 10, 2021 |
| #7 | -0.82% Mar 21, 2024 - Mar 27, 2024 | -5.89% Mar 22, 2024 - Jun 5, 2024 |
| #8 | -0.45% May 7, 2024 - May 9, 2024 | -5.47% Oct 27, 2025 - Dec 11, 2025 |
| #9 | -0.44% May 10, 2024 - May 14, 2024 | -5.30% Jun 4, 2026 - Jun 10, 2026 |
| #10 | N/A | -5.25% Aug 30, 2021 - Oct 19, 2021 |
| #11 | N/A | -5.08% Mar 15, 2021 - Apr 9, 2021 |
| #12 | N/A | -4.44% Dec 10, 2020 - Jan 6, 2021 |
| #13 | N/A | -3.83% Jun 4, 2021 - Jul 1, 2021 |
| #14 | N/A | -3.52% Feb 24, 2021 - Mar 10, 2021 |
| #15 | N/A | -3.44% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between NBSM and PALC is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2020 - 2026)
NBSM vs PALC dividend yield comparison.
| Year | NBSM | PALC |
|---|---|---|
| 2026 | 0.00% | 0.32% |
| 2025 | 0.40% | 1.08% |
| 2024 | 0.23% | 0.93% |
| 2023 | 0.00% | 0.74% |
| 2022 | 0.00% | 1.69% |
| 2021 | 0.00% | 0.64% |
| 2020 | 0.00% | 0.72% |
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