TOV vs NBSM
Comparison between JLENS 500 JEWISH ADVOCACY U.S. ETF (TOV, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
TOV vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TOV
$228M
NBSM
$228M
Expense Ratio
Winner
TOV
0.18%
NBSM
0.65%
Max Drawdown
Winner
TOV
16.36%
NBSM
25.33%
Sharpe Ratio
Winner
TOV
1.59
NBSM
0.38
5Y Beta
TOV
0.96
Winner
NBSM
0.89
P/E Ratio
TOV
29.58
Winner
NBSM
23.59
Forward P/E
TOV
22.34
Winner
NBSM
18.07
PEG Ratio
TOV
0.41
Winner
NBSM
0.05
5Y EPS CAGR
Winner
TOV
26.14%
NBSM
9.77%
Debt to Equity
Winner
TOV
39.15%
NBSM
54.84%
P/S Ratio
TOV
3.81
Winner
NBSM
2.46
P/B Ratio
TOV
5.70
Winner
NBSM
2.74
TOV vs NBSM - Holdings Comparison
TOV and NBSM have 5 common holdings. Overlap is 0.17%
TOV's top 25 holdings weight is 52.36%. NBSM's top 25 holdings weight is 51.53%.
| Rank | TOV | NBSM |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.91% | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46% |
| #2 | APPLE INC (AAPL) - 6.91% | VALMONT INDUSTRIES INC (VMI) - 2.68% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.88% | ARCOSA INC (ACA) - 2.43% |
| #4 | MICROSOFT CORP (MSFT) - 4.81% | KIRBY CORP (KEX) - 2.41% |
| #5 | AMAZON.COM INC (AMZN) - 3.95% | LITTELFUSE INC (LFUS) - 2.29% |
| #6 | BROADCOM INC (AVGO) - 2.98% | MKS INC (MKSI) - 2.26% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.06% | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12% |
| #8 | TESLA INC (TSLA) - 1.88% | GATES INDUSTRIAL CORP PLC (GTES) - 2.10% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.53% | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09% |
| #10 | ELI LILLY AND CO (LLY) - 1.42% | UMB FINANCIAL CORP (UMBF) - 2.01% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | POWER INTEGRATIONS INC (POWI) - 1.98% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.30% | TIDEWATER INC (TDW) - 1.96% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.25% | UGI CORP (UGI) - 1.94% |
| #14 | EXXON MOBIL CORP (XOM) - 1.01% | STEWART INFORMATION SERVICES CORP (STC) - 1.92% |
| #15 | WALMART INC (WMT) - 0.91% | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.88% | APTARGROUP INC (ATR) - 1.82% |
| #17 | VISA INC CLASS A (V) - 0.86% | HAEMONETICS CORP (HAE) - 1.81% |
| #18 | INTEL CORP (INTC) - 0.83% | PROSPERITY BANCSHARES INC (PB) - 1.77% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | KNOWLES CORP (KN) - 1.77% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.74% | CNX RESOURCES CORP (CNX) - 1.76% |
| #21 | CATERPILLAR INC (CAT) - 0.64% | ALLIANT ENERGY CORP (LNT) - 1.66% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.64% | CORE & MAIN INC CLASS A (CNM) - 1.63% |
| #23 | COCA-COLA CO (KO) - 0.62% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61% |
| #24 | LAM RESEARCH CORP (LRCX) - 0.62% | AMERICAN STATES WATER CO (AWR) - 1.60% |
| #25 | CHEVRON CORP (CVX) - 0.61% | CRANE CO (CR) - 1.56% |
| Total Holdings | 497 | 73 |
TOV vs NBSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TOV
+2.25%
NBSM
-1.32%
3M
Winner
TOV
+9.15%
NBSM
+0.03%
6M
Winner
TOV
+8.45%
NBSM
+3.35%
1Y
Winner
TOV
+26.10%
NBSM
+8.71%
Max(CAGR)
Winner
TOV
+21.49%
NBSM
+2.05%
TOV vs NBSM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TOV | NBSM |
|---|---|---|
| 2026 | +8.73% | +4.43% |
| 2025 | +17.48% | +0.40% |
| 2024 | N/A | -0.39% |
TOV vs NBSM Drawdown Comparison
The maximum drawdown for TOV was -16.28%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current TOV drawdown is -2.72%. The current NBSM drawdown is -5.61%.
| Rank | TOV | NBSM |
|---|---|---|
| #1 | -16.28% Feb 28, 2025 - May 16, 2025 | -25.16% Nov 25, 2024 - Apr 8, 2025 |
| #2 | -8.89% Jan 28, 2026 - Apr 14, 2026 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -5.39% Oct 31, 2025 - Dec 24, 2025 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -2.90% Oct 8, 2025 - Oct 24, 2025 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -2.76% May 14, 2026 - May 28, 2026 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -2.72% Jun 2, 2026 - Jun 5, 2026 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -2.59% Jan 12, 2026 - Jan 28, 2026 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #8 | -2.51% May 19, 2025 - Jun 3, 2025 | -0.45% May 7, 2024 - May 9, 2024 |
| #9 | -2.25% Jul 28, 2025 - Aug 8, 2025 | -0.44% May 10, 2024 - May 14, 2024 |
| #10 | -1.57% Aug 14, 2025 - Aug 27, 2025 | N/A |
| #11 | -1.40% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #12 | -1.35% Aug 28, 2025 - Sep 4, 2025 | N/A |
| #13 | -1.34% Dec 24, 2025 - Jan 6, 2026 | N/A |
| #14 | -1.13% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #15 | -1.10% Oct 28, 2025 - Oct 31, 2025 | N/A |
Correlation
Correlation between TOV and NBSM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2024 - 2026)
TOV vs NBSM dividend yield comparison.
| Year | TOV | NBSM |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 0.76% | 0.40% |
| 2024 | 0.00% | 0.23% |
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