NBSM vs SPUU
Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).
NBSM vs SPUU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBSM
$228M
SPUU
$228M
Expense Ratio
NBSM
0.65%
SPUU
N/A
Max Drawdown
Winner
NBSM
25.33%
SPUU
59.35%
Sharpe Ratio
NBSM
0.38
Winner
SPUU
1.53
5Y Beta
Winner
NBSM
0.89
SPUU
1.93
P/E Ratio
Winner
NBSM
23.59
SPUU
28.95
Forward P/E
Winner
NBSM
18.07
SPUU
22.16
PEG Ratio
NBSM
0.05
SPUU
N/A
5Y Dividends CAGR
NBSM
N/A
SPUU
-11.13%
5Y EPS CAGR
NBSM
9.77%
Winner
SPUU
29.37%
Debt to Equity
NBSM
54.84%
Winner
SPUU
44.30%
P/S Ratio
Winner
NBSM
2.46
SPUU
3.73
P/B Ratio
Winner
NBSM
2.74
SPUU
5.49
NBSM vs SPUU - Holdings Comparison
NBSM and SPUU have 8 common holdings. Overlap is 0.20%
NBSM's top 25 holdings weight is 51.53%. SPUU's top 25 holdings weight is 61.91%.
| Rank | NBSM | SPUU |
|---|---|---|
| #1 | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46% | S&P 500 INDEX SWAP (n/a) - 9.82% |
| #2 | VALMONT INDUSTRIES INC (VMI) - 2.68% | DREYFUS GOVT CASH MAN INS (n/a) - 8.75% |
| #3 | ARCOSA INC (ACA) - 2.43% | NVIDIA CORP (NVDA) - 7.23% |
| #4 | KIRBY CORP (KEX) - 2.41% | APPLE INC (AAPL) - 6.27% |
| #5 | LITTELFUSE INC (LFUS) - 2.29% | MICROSOFT CORP (MSFT) - 4.28% |
| #6 | MKS INC (MKSI) - 2.26% | AMAZON.COM INC (AMZN) - 3.59% |
| #7 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #8 | GATES INDUSTRIAL CORP PLC (GTES) - 2.10% | BROADCOM INC (AVGO) - 2.77% |
| #9 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09% | ALPHABET INC CLASS C (GOOG) - 2.49% |
| #10 | UMB FINANCIAL CORP (UMBF) - 2.01% | META PLATFORMS INC CLASS A (META) - 1.85% |
| #11 | POWER INTEGRATIONS INC (POWI) - 1.98% | TESLA INC (TSLA) - 1.69% |
| #12 | TIDEWATER INC (TDW) - 1.96% | MICRON TECHNOLOGY INC (MU) - 1.40% |
| #13 | UGI CORP (UGI) - 1.94% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.23% |
| #14 | STEWART INFORMATION SERVICES CORP (STC) - 1.92% | ELI LILLY AND CO (LLY) - 1.17% |
| #15 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89% | JPMORGAN CHASE & CO (JPM) - 1.15% |
| #16 | APTARGROUP INC (ATR) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.14% |
| #17 | HAEMONETICS CORP (HAE) - 1.81% | EXXON MOBIL CORP (XOM) - 0.87% |
| #18 | PROSPERITY BANCSHARES INC (PB) - 1.77% | INTEL CORP (INTC) - 0.80% |
| #19 | KNOWLES CORP (KN) - 1.77% | JOHNSON & JOHNSON (JNJ) - 0.77% |
| #20 | CNX RESOURCES CORP (CNX) - 1.76% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.26% |
| #21 | ALLIANT ENERGY CORP (LNT) - 1.66% | THE WALT DISNEY CO (DIS) - 0.25% |
| #22 | CORE & MAIN INC CLASS A (CNM) - 1.63% | WESTERN DIGITAL CORP (WDC) - 0.25% |
| #23 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61% | NEXTERA ENERGY INC (NEE) - 0.25% |
| #24 | AMERICAN STATES WATER CO (AWR) - 1.60% | AMGEN INC (AMGN) - 0.25% |
| #25 | CRANE CO (CR) - 1.56% | TJX COMPANIES INC (TJX) - 0.24% |
| Total Holdings | 73 | 470 |
NBSM vs SPUU - Historical Returns
Returns include dividend reinvestment.
1M
NBSM
-1.32%
Winner
SPUU
+3.22%
3M
NBSM
+0.03%
Winner
SPUU
+15.53%
6M
NBSM
+3.35%
Winner
SPUU
+12.99%
1Y
NBSM
+8.71%
Winner
SPUU
+47.86%
5Y(CAGR)
NBSM
N/A
SPUU
+19.03%
10Y(CAGR)
NBSM
N/A
SPUU
+24.07%
Max(CAGR)
NBSM
+2.05%
Winner
SPUU
+21.41%
NBSM vs SPUU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | NBSM | SPUU |
|---|---|---|
| 2026 | +4.43% | +13.69% |
| 2025 | +0.40% | +27.32% |
| 2024 | -0.39% | +46.08% |
| 2023 | N/A | +48.60% |
| 2022 | N/A | -39.31% |
| 2021 | N/A | +65.73% |
| 2020 | N/A | +19.70% |
| 2019 | N/A | +64.87% |
| 2018 | N/A | -15.82% |
| 2017 | N/A | +43.41% |
| 2016 | N/A | +25.28% |
| 2015 | N/A | -1.08% |
| 2014 | N/A | +12.35% |
NBSM vs SPUU 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 SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current NBSM drawdown is -5.61%. The current SPUU drawdown is -5.88%.
| Rank | NBSM | SPUU |
|---|---|---|
| #1 | -25.16% Nov 25, 2024 - Apr 8, 2025 | -59.35% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -7.23% Jul 16, 2024 - Oct 11, 2024 | -46.59% Dec 29, 2021 - Feb 22, 2024 |
| #3 | -6.88% Mar 28, 2024 - May 7, 2024 | -36.11% Sep 21, 2018 - Jun 20, 2019 |
| #4 | -6.12% May 15, 2024 - Jul 16, 2024 | -35.18% Feb 19, 2025 - Jul 3, 2025 |
| #5 | -4.11% Oct 14, 2024 - Nov 6, 2024 | -26.42% May 21, 2015 - Jul 11, 2016 |
| #6 | -3.68% Nov 11, 2024 - Nov 22, 2024 | -20.78% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -0.82% Mar 21, 2024 - Mar 27, 2024 | -18.66% Sep 2, 2020 - Nov 16, 2020 |
| #8 | -0.45% May 7, 2024 - May 9, 2024 | -18.19% Jan 12, 2026 - Apr 15, 2026 |
| #9 | -0.44% May 10, 2024 - May 14, 2024 | -16.82% Jul 16, 2024 - Sep 19, 2024 |
| #10 | N/A | -14.36% Sep 18, 2014 - Oct 31, 2014 |
| #11 | N/A | -11.81% Jul 26, 2019 - Oct 28, 2019 |
| #12 | N/A | -10.80% Mar 28, 2024 - May 15, 2024 |
| #13 | N/A | -10.22% Oct 29, 2025 - Dec 24, 2025 |
| #14 | N/A | -10.20% Sep 2, 2021 - Oct 21, 2021 |
| #15 | N/A | -9.48% Dec 3, 2014 - Dec 23, 2014 |
Correlation
Correlation between NBSM and SPUU is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.51
-101
Dividend Comparison (2015 - 2026)
NBSM vs SPUU dividend yield comparison.
| Year | NBSM | SPUU |
|---|---|---|
| 2026 | 0.00% | 0.15% |
| 2025 | 0.40% | 1.63% |
| 2024 | 0.23% | 0.55% |
| 2023 | 0.00% | 0.83% |
| 2022 | 0.00% | 0.88% |
| 2021 | 0.00% | 3.04% |
| 2020 | 0.00% | 8.03% |
| 2019 | 0.00% | 1.80% |
| 2018 | 0.00% | 5.50% |
| 2017 | 0.00% | 6.96% |
| 2016 | 0.00% | 8.08% |
| 2015 | 0.00% | 4.42% |
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