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Neuberger Berman ETF Trust (NBSD)



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Upturn Advisory Summary
09/16/2025: NBSD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 3.62% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.32 | 52 Weeks Range 47.40 - 50.97 | Updated Date 06/30/2025 |
52 Weeks Range 47.40 - 50.97 | Updated Date 06/30/2025 |
Upturn AI SWOT
Neuberger Berman ETF Trust
ETF Overview
Overview
Neuberger Berman ETF Trust offers a range of ETFs targeting various investment objectives and strategies, including active and strategic beta approaches. The funds focus on specific sectors, asset classes, or investment styles to achieve targeted outcomes.
Reputation and Reliability
Neuberger Berman is a well-established asset management firm with a long history and a strong reputation for investment expertise.
Management Expertise
Neuberger Berman employs experienced portfolio managers and analysts with specialized knowledge in their respective asset classes and investment strategies.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Neuberger Berman ETF Trust, ranging from capital appreciation to income generation and risk-adjusted returns.
Investment Approach and Strategy
Strategy: Neuberger Berman ETF Trust employs both active and strategic beta strategies, depending on the specific fund. Some ETFs may track specific indexes while others utilize proprietary methodologies.
Composition The asset composition varies widely among the ETFs within the trust, including stocks, bonds, and other asset classes, depending on the specific investment objective and strategy.
Market Position
Market Share: Varies greatly depending on the specific ETF within the trust.
Total Net Assets (AUM): Varies greatly depending on the specific ETF within the trust
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QQQ
- IWM
Competitive Landscape
The ETF industry is highly competitive, with numerous providers offering similar products. Neuberger Berman ETF Trust competes by offering differentiated strategies, active management, and targeted exposures. The competitive advantage of Neuberger Berman ETF Trust lies in their active strategies and specific investment approaches. The disadvantages include higher expense ratios compared to passively managed ETFs.
Financial Performance
Historical Performance: Historical performance data is ETF-specific and varies depending on the fund's strategy and asset allocation. This data should be analyzed on a fund-by-fund basis.
Benchmark Comparison: Benchmark comparison is ETF-specific and depends on the fund's underlying index or investment mandate. This data should be analyzed on a fund-by-fund basis.
Expense Ratio: Expense ratios are ETF-specific and vary depending on the fund's management style and complexity. This data should be analyzed on a fund-by-fund basis.
Liquidity
Average Trading Volume
Liquidity varies depending on the specific ETF; some funds have high trading volume, while others are less liquid.
Bid-Ask Spread
Bid-ask spread is also ETF-specific, reflecting the supply and demand dynamics for each individual fund.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of Neuberger Berman ETF Trust's funds, depending on their specific investment focus.
Growth Trajectory
Growth trends vary significantly among the ETFs within the trust, depending on their individual strategies, market conditions, and asset allocation decisions.
Moat and Competitive Advantages
Competitive Edge
Neuberger Berman ETF Trust's competitive advantage lies in its active management capabilities, strategic beta approaches, and specialized investment strategies. The firm leverages its expertise in asset allocation and security selection to deliver differentiated investment outcomes. The trust's focus on specific sectors and niche markets allows it to cater to investors with tailored investment objectives. These features enhance Neuberger Berman ETF Trust's ability to attract and retain investors seeking specific exposures and active management.
Risk Analysis
Volatility
Volatility varies significantly among the ETFs within the trust, depending on their asset allocation, investment strategy, and market conditions.
Market Risk
Market risk depends on the specific assets held within each ETF, including equity market risk, interest rate risk, credit risk, and commodity price risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific ETF within the Neuberger Berman ETF Trust. It can range from conservative income-seeking investors to aggressive growth-oriented investors.
Market Risk
Suitability depends on the specific ETF and its investment objectives, ranging from long-term investors seeking passive index exposure to active traders seeking short-term gains.
Summary
Neuberger Berman ETF Trust provides a diverse range of investment solutions through its ETF offerings. The trust includes both actively and passively managed funds, catering to a wide spectrum of investor preferences and objectives. Fund performance and risk characteristics depend heavily on the specific fund's strategy and underlying asset allocation. Investors should carefully consider their investment goals and risk tolerance before investing in any Neuberger Berman ETF. The active management and strategic beta approaches offer the potential for outperformance, but also come with potentially higher fees.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Neuberger Berman ETF Trust Website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Neuberger Berman ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
To pursue its goals, the fund invests at least 80% of its net assets in fixed and floating rate investment-grade bonds and other debt securities issued by domestic and foreign governments, corporate entities, and trusts. These may include mortgage- and asset-backed securities, collateralized debt obligations ("CDOs"), including collateralized loan obligations ("CLOs"), and credit risk transfer securities.

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