NBSM vs TOV
Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and JLENS 500 JEWISH ADVOCACY U.S. ETF (TOV, ETF).
NBSM vs TOV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBSM
$228M
Winner
TOV
$228M
Expense Ratio
NBSM
0.65%
Winner
TOV
0.18%
Max Drawdown
NBSM
25.33%
Winner
TOV
16.36%
Sharpe Ratio
NBSM
0.38
Winner
TOV
1.59
5Y Beta
Winner
NBSM
0.89
TOV
0.96
P/E Ratio
Winner
NBSM
23.59
TOV
29.58
Forward P/E
Winner
NBSM
18.07
TOV
22.34
PEG Ratio
Winner
NBSM
0.05
TOV
0.41
5Y EPS CAGR
NBSM
9.77%
Winner
TOV
26.14%
Debt to Equity
NBSM
54.84%
Winner
TOV
39.15%
P/S Ratio
Winner
NBSM
2.46
TOV
3.81
P/B Ratio
Winner
NBSM
2.74
TOV
5.70
NBSM vs TOV - Holdings Comparison
NBSM and TOV have 5 common holdings. Overlap is 0.17%
NBSM's top 25 holdings weight is 51.53%. TOV's top 25 holdings weight is 52.36%.
| Rank | NBSM | TOV |
|---|---|---|
| #1 | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46% | NVIDIA CORP (NVDA) - 7.91% |
| #2 | VALMONT INDUSTRIES INC (VMI) - 2.68% | APPLE INC (AAPL) - 6.91% |
| #3 | ARCOSA INC (ACA) - 2.43% | ALPHABET INC CLASS A (GOOGL) - 5.88% |
| #4 | KIRBY CORP (KEX) - 2.41% | MICROSOFT CORP (MSFT) - 4.81% |
| #5 | LITTELFUSE INC (LFUS) - 2.29% | AMAZON.COM INC (AMZN) - 3.95% |
| #6 | MKS INC (MKSI) - 2.26% | BROADCOM INC (AVGO) - 2.98% |
| #7 | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #8 | GATES INDUSTRIAL CORP PLC (GTES) - 2.10% | TESLA INC (TSLA) - 1.88% |
| #9 | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09% | MICRON TECHNOLOGY INC (MU) - 1.53% |
| #10 | UMB FINANCIAL CORP (UMBF) - 2.01% | ELI LILLY AND CO (LLY) - 1.42% |
| #11 | POWER INTEGRATIONS INC (POWI) - 1.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | TIDEWATER INC (TDW) - 1.96% | JPMORGAN CHASE & CO (JPM) - 1.30% |
| #13 | UGI CORP (UGI) - 1.94% | ADVANCED MICRO DEVICES INC (AMD) - 1.25% |
| #14 | STEWART INFORMATION SERVICES CORP (STC) - 1.92% | EXXON MOBIL CORP (XOM) - 1.01% |
| #15 | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89% | WALMART INC (WMT) - 0.91% |
| #16 | APTARGROUP INC (ATR) - 1.82% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | HAEMONETICS CORP (HAE) - 1.81% | VISA INC CLASS A (V) - 0.86% |
| #18 | PROSPERITY BANCSHARES INC (PB) - 1.77% | INTEL CORP (INTC) - 0.83% |
| #19 | KNOWLES CORP (KN) - 1.77% | CISCO SYSTEMS INC (CSCO) - 0.75% |
| #20 | CNX RESOURCES CORP (CNX) - 1.76% | COSTCO WHOLESALE CORP (COST) - 0.74% |
| #21 | ALLIANT ENERGY CORP (LNT) - 1.66% | CATERPILLAR INC (CAT) - 0.64% |
| #22 | CORE & MAIN INC CLASS A (CNM) - 1.63% | MASTERCARD INC CLASS A (MA) - 0.64% |
| #23 | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61% | COCA-COLA CO (KO) - 0.62% |
| #24 | AMERICAN STATES WATER CO (AWR) - 1.60% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | CRANE CO (CR) - 1.56% | CHEVRON CORP (CVX) - 0.61% |
| Total Holdings | 73 | 497 |
NBSM vs TOV - Historical Returns
Returns include dividend reinvestment.
1M
NBSM
-1.32%
Winner
TOV
+2.25%
3M
NBSM
+0.03%
Winner
TOV
+9.15%
6M
NBSM
+3.35%
Winner
TOV
+8.45%
1Y
NBSM
+8.71%
Winner
TOV
+26.10%
Max(CAGR)
NBSM
+2.05%
Winner
TOV
+21.49%
NBSM vs TOV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBSM | TOV |
|---|---|---|
| 2026 | +4.43% | +8.73% |
| 2025 | +0.40% | +17.48% |
| 2024 | -0.39% | N/A |
NBSM vs TOV 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 TOV was -16.28%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The current NBSM drawdown is -5.61%. The current TOV drawdown is -2.72%.
| Rank | NBSM | TOV |
|---|---|---|
| #1 | -25.16% Nov 25, 2024 - Apr 8, 2025 | -16.28% Feb 28, 2025 - May 16, 2025 |
| #2 | -7.23% Jul 16, 2024 - Oct 11, 2024 | -8.89% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -6.88% Mar 28, 2024 - May 7, 2024 | -5.39% Oct 31, 2025 - Dec 24, 2025 |
| #4 | -6.12% May 15, 2024 - Jul 16, 2024 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -4.11% Oct 14, 2024 - Nov 6, 2024 | -2.76% May 14, 2026 - May 28, 2026 |
| #6 | -3.68% Nov 11, 2024 - Nov 22, 2024 | -2.72% Jun 2, 2026 - Jun 5, 2026 |
| #7 | -0.82% Mar 21, 2024 - Mar 27, 2024 | -2.59% Jan 12, 2026 - Jan 28, 2026 |
| #8 | -0.45% May 7, 2024 - May 9, 2024 | -2.51% May 19, 2025 - Jun 3, 2025 |
| #9 | -0.44% May 10, 2024 - May 14, 2024 | -2.25% Jul 28, 2025 - Aug 8, 2025 |
| #10 | N/A | -1.57% Aug 14, 2025 - Aug 27, 2025 |
| #11 | N/A | -1.40% Sep 22, 2025 - Oct 1, 2025 |
| #12 | N/A | -1.35% Aug 28, 2025 - Sep 4, 2025 |
| #13 | N/A | -1.34% Dec 24, 2025 - Jan 6, 2026 |
| #14 | N/A | -1.13% Jun 12, 2025 - Jun 24, 2025 |
| #15 | N/A | -1.10% Oct 28, 2025 - Oct 31, 2025 |
Correlation
Correlation between NBSM and TOV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2024 - 2026)
NBSM vs TOV dividend yield comparison.
| Year | NBSM | TOV |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.40% | 0.76% |
| 2024 | 0.23% | 0.00% |
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