SLNZ vs NBSM
Comparison between TCW Senior Loan ETF (SLNZ, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
SLNZ vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SLNZ vs NBSM - Holdings Comparison
SLNZ and NBSM have 0 common holdings. Overlap is 0.00%
SLNZ's top 25 holdings weight is 6.46%. NBSM's top 25 holdings weight is 49.55%.
| Rank | SLNZ | NBSM |
|---|---|---|
| #1 | TCW FDS (TGCXX) - 6.46% | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 2.89% |
| #2 | N/A | VALMONT INDUSTRIES INC (VMI) - 2.71% |
| #3 | N/A | KIRBY CORP (KEX) - 2.41% |
| #4 | N/A | LITTELFUSE INC (LFUS) - 2.26% |
| #5 | N/A | MKS INC (MKSI) - 2.18% |
| #6 | N/A | GATES INDUSTRIAL CORP PLC (GTES) - 2.17% |
| #7 | N/A | REVVITY INC (RVTY) - 2.14% |
| #8 | N/A | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.08% |
| #9 | N/A | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.06% |
| #10 | N/A | APTARGROUP INC (ATR) - 2.03% |
| #11 | N/A | ARCOSA INC (ACA) - 1.95% |
| #12 | N/A | POWER INTEGRATIONS INC (POWI) - 1.95% |
| #13 | N/A | UMB FINANCIAL CORP (UMBF) - 1.95% |
| #14 | N/A | TIDEWATER INC (TDW) - 1.88% |
| #15 | N/A | HAEMONETICS CORP (HAE) - 1.85% |
| #16 | N/A | UGI CORP (UGI) - 1.84% |
| #17 | N/A | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.84% |
| #18 | N/A | STEWART INFORMATION SERVICES CORP (STC) - 1.83% |
| #19 | N/A | PROSPERITY BANCSHARES INC (PB) - 1.74% |
| #20 | N/A | CNX RESOURCES CORP (CNX) - 1.72% |
| #21 | N/A | CORE & MAIN INC CLASS A (CNM) - 1.66% |
| #22 | N/A | AMERICAN STATES WATER CO (AWR) - 1.63% |
| #23 | N/A | BIO-TECHNE CORP (TECH) - 1.60% |
| #24 | N/A | ALLIANT ENERGY CORP (LNT) - 1.59% |
| #25 | N/A | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.59% |
| Total Holdings | 1 | 75 |
SLNZ vs NBSM - Historical Returns
Returns include dividend reinvestment.
SLNZ vs NBSM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SLNZ | NBSM |
|---|---|---|
| 2026 | +1.09% | +7.60% |
| 2025 | +5.22% | +0.40% |
| 2024 | +0.87% | -0.39% |
SLNZ vs NBSM Drawdown Comparison
The maximum drawdown for SLNZ was -2.57%, occurring on Mar 10, 2026. Recovery took 88 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current SLNZ drawdown is -0.46%. The current NBSM drawdown is -2.75%.
| Rank | SLNZ | NBSM |
|---|---|---|
| #1 | -2.57% Dec 29, 2025 - May 6, 2026 | -25.16% Nov 25, 2024 - Apr 8, 2025 |
| #2 | -2.00% Apr 1, 2025 - May 13, 2025 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -1.09% May 15, 2026 - May 21, 2026 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -1.01% Oct 15, 2025 - Nov 3, 2025 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -0.57% May 21, 2025 - Jul 1, 2025 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -0.56% Mar 21, 2025 - Apr 1, 2025 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -0.55% Jul 3, 2025 - Jul 22, 2025 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #8 | -0.55% Mar 12, 2025 - Mar 21, 2025 | -0.45% May 7, 2024 - May 9, 2024 |
| #9 | -0.52% Sep 26, 2025 - Oct 15, 2025 | -0.44% May 10, 2024 - May 14, 2024 |
| #10 | -0.46% Nov 25, 2024 - Dec 2, 2024 | N/A |
| #11 | -0.46% Jun 11, 2026 - Jun 12, 2026 | N/A |
| #12 | -0.42% May 15, 2025 - May 21, 2025 | N/A |
| #13 | -0.40% Nov 7, 2025 - Nov 11, 2025 | N/A |
| #14 | -0.40% Nov 20, 2024 - Nov 25, 2024 | N/A |
| #15 | -0.40% Dec 9, 2025 - Dec 19, 2025 | N/A |
Correlation
Correlation between SLNZ and NBSM is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2024 - 2026)
SLNZ vs NBSM dividend yield comparison.
| Year | SLNZ | NBSM |
|---|---|---|
| 2026 | 3.15% | 0.00% |
| 2025 | 7.39% | 0.40% |
| 2024 | 1.39% | 0.23% |
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