NBSM vs TEND
Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and iShares Large Cap 10 Target Buffer Dec ETF (TEND, ETF).
NBSM vs TEND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NBSM vs TEND - Holdings Comparison
NBSM and TEND have 0 common holdings. Overlap is 0.00%
NBSM's top 25 holdings weight is 51.53%. TEND's top 25 holdings weight is 100.98%.
| Rank | NBSM | TEND |
|---|---|---|
| #1 | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46% | ISHARES CORE S&P 500 ETF (IVV) - 100.98% |
| #2 | VALMONT INDUSTRIES INC (VMI) - 2.68% | N/A |
| #3 | ARCOSA INC (ACA) - 2.43% | N/A |
| #4 | KIRBY CORP (KEX) - 2.41% | N/A |
| #5 | LITTELFUSE INC (LFUS) - 2.29% | N/A |
| #6 | MKS INC (MKSI) - 2.26% | N/A |
| #7 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12% | N/A |
| #8 | GATES INDUSTRIAL CORP PLC (GTES) - 2.10% | N/A |
| #9 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09% | N/A |
| #10 | UMB FINANCIAL CORP (UMBF) - 2.01% | N/A |
| #11 | POWER INTEGRATIONS INC (POWI) - 1.98% | N/A |
| #12 | TIDEWATER INC (TDW) - 1.96% | N/A |
| #13 | UGI CORP (UGI) - 1.94% | N/A |
| #14 | STEWART INFORMATION SERVICES CORP (STC) - 1.92% | N/A |
| #15 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89% | N/A |
| #16 | APTARGROUP INC (ATR) - 1.82% | N/A |
| #17 | HAEMONETICS CORP (HAE) - 1.81% | N/A |
| #18 | PROSPERITY BANCSHARES INC (PB) - 1.77% | N/A |
| #19 | KNOWLES CORP (KN) - 1.77% | N/A |
| #20 | CNX RESOURCES CORP (CNX) - 1.76% | N/A |
| #21 | ALLIANT ENERGY CORP (LNT) - 1.66% | N/A |
| #22 | CORE & MAIN INC CLASS A (CNM) - 1.63% | N/A |
| #23 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61% | N/A |
| #24 | AMERICAN STATES WATER CO (AWR) - 1.60% | N/A |
| #25 | CRANE CO (CR) - 1.56% | N/A |
| Total Holdings | 73 | 1 |
NBSM vs TEND - Historical Returns
Returns include dividend reinvestment.
NBSM vs TEND - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBSM | TEND |
|---|---|---|
| 2026 | +4.43% | +5.84% |
| 2025 | +0.40% | +1.72% |
| 2024 | -0.39% | N/A |
NBSM vs TEND 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 TEND was -5.92%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The current NBSM drawdown is -5.61%. The current TEND drawdown is -1.36%.
| Rank | NBSM | TEND |
|---|---|---|
| #1 | -25.16% Nov 25, 2024 - Apr 8, 2025 | -5.92% Feb 9, 2026 - Apr 14, 2026 |
| #2 | -7.23% Jul 16, 2024 - Oct 11, 2024 | -1.74% Jan 12, 2026 - Feb 9, 2026 |
| #3 | -6.88% Mar 28, 2024 - May 7, 2024 | -1.66% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -6.12% May 15, 2024 - Jul 16, 2024 | -1.36% Jun 4, 2026 - Jun 5, 2026 |
| #5 | -4.11% Oct 14, 2024 - Nov 6, 2024 | -1.12% Oct 9, 2025 - Oct 20, 2025 |
| #6 | -3.68% Nov 11, 2024 - Nov 22, 2024 | -1.04% Dec 11, 2025 - Dec 22, 2025 |
| #7 | -0.82% Mar 21, 2024 - Mar 27, 2024 | -0.89% Dec 26, 2025 - Jan 6, 2026 |
| #8 | -0.45% May 7, 2024 - May 9, 2024 | -0.84% May 14, 2026 - May 26, 2026 |
| #9 | -0.44% May 10, 2024 - May 14, 2024 | -0.64% Oct 28, 2025 - Nov 11, 2025 |
| #10 | N/A | -0.53% Apr 17, 2026 - Apr 24, 2026 |
| #11 | N/A | -0.42% Apr 27, 2026 - Apr 30, 2026 |
| #12 | N/A | -0.33% May 1, 2026 - May 5, 2026 |
| #13 | N/A | -0.28% Jun 2, 2026 - Jun 4, 2026 |
| #14 | N/A | -0.28% Jan 6, 2026 - Jan 9, 2026 |
| #15 | N/A | -0.21% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between NBSM and TEND is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2025)
NBSM vs TEND dividend yield comparison.
| Year | NBSM | TEND |
|---|---|---|
| 2025 | 0.40% | 0.14% |
| 2024 | 0.23% | 0.00% |
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