Neuberger Berman ETF Trust (NBSD)

Overview

Neuberger Berman ETF Trust is a suite of ETFs designed to provide investors with exposure to various market segments and investment strategies, typically employing active or factor-based approaches.

Reputation and Reliability

Neuberger Berman is a well-established investment management firm with a long history and a solid reputation for providing investment solutions across various asset classes.

Management Expertise

Neuberger Berman has a team of experienced portfolio managers and analysts with expertise in various investment strategies and asset classes.

Goal

The primary investment goal of each Neuberger Berman ETF Trust fund is to provide investors with specific investment outcomes related to the fund's target market segment or investment strategy.

Investment Approach and Strategy

Strategy: Neuberger Berman ETFs may track specific indexes, sectors, or employ active or factor-based investment strategies to achieve their investment objectives.

Composition The assets held by Neuberger Berman ETFs can include stocks, bonds, or a mix, depending on the fund's investment objective.

Market Share: Insufficient data to determine the precise market share of all Neuberger Berman ETF Trust ETFs.

Total Net Assets (AUM): Data varies depending on the individual ETF within the Neuberger Berman ETF Trust. Refer to specific ETF prospectuses for current AUM.

Key Competitors

• IVV
• SPY
• VOO
• QQQ
• IWM

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar investment products. Neuberger Berman differentiates itself through active management, factor-based strategies, and specialized market segment focus. Competitors include Vanguard, BlackRock, State Street, and Invesco. Neuberger Berman's smaller size compared to giants like BlackRock might limit economies of scale, while their active management approach might offer superior returns or underperform passive alternatives.

Historical Performance: Historical performance varies significantly across the different ETFs within the Neuberger Berman ETF Trust. Refer to specific ETF fact sheets and prospectuses for detailed performance data.

Benchmark Comparison: Benchmark comparison varies depending on the individual ETF. Performance should be compared to the relevant benchmark index for each fund.

Expense Ratio: Expense ratios vary across the different ETFs within the Neuberger Berman ETF Trust. Refer to specific ETF prospectuses for expense ratios.

Average Trading Volume

Average trading volume varies by ETF; some Neuberger Berman ETFs may have lower trading volumes than more popular ETFs.

Bid-Ask Spread

Bid-ask spreads also vary by ETF and can be wider for less liquid funds, potentially increasing trading costs.

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions affect the performance of Neuberger Berman ETFs, with sector-specific ETFs being more sensitive to specific industry trends.

Growth Trajectory

Growth depends on investor demand for the specific investment strategies offered by each ETF, with changes in strategy and holdings reflecting market conditions and investment objectives.

Competitive Edge

Neuberger Berman ETF Trust's competitive advantage lies in its active management capabilities, factor-based strategies, and specialized market segment focus. Their actively managed ETFs aim to outperform passive benchmarks, providing investors with potentially higher returns. Factor-based strategies target specific market factors, such as value or momentum, to enhance performance. Their niche market focus allows investors to access specific segments that may not be well-covered by broader market ETFs.

Volatility

Volatility varies significantly among the ETFs within the Neuberger Berman ETF Trust, with equity-focused ETFs generally exhibiting higher volatility than fixed-income ETFs.

Market Risk

Market risk is inherent in all investments, and Neuberger Berman ETFs are subject to the specific risks associated with their underlying assets, such as equity market risk, interest rate risk, and credit risk.

Ideal Investor Profile

The ideal investor profile for Neuberger Berman ETF Trust varies by fund, but generally includes investors seeking specific investment strategies, active management, factor-based exposure, or niche market access.

Market Risk

Suitability varies by fund; some Neuberger Berman ETFs may be suitable for long-term investors, while others may be more appropriate for active traders or those seeking tactical market exposure.

Neuberger Berman ETF Trust offers a diverse suite of ETFs catering to investors seeking active management, factor-based strategies, and specialized market exposure. Each fund aims to provide specific investment outcomes, with varying degrees of risk and return. Performance depends heavily on the specific investment strategy and market conditions. Investors should carefully consider their investment objectives, risk tolerance, and the specific characteristics of each ETF before investing.

• ARKF
• ARKK
• ICLN
• TAN
• SMH

Data Sources:

• Neuberger Berman ETF Trust website
• ETF prospectuses
• Market data providers (e.g., Bloomberg, Morningstar)

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.