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NBDS - ETF AI Analysis

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NBDS

Neuberger Berman Disrupters ETF (NBDS)

Rating:70Neutral
Price Target:
NBDS, the Neuberger Berman Disrupters ETF, earns a solid overall rating because many of its largest positions—like ASML, Nova, Nvidia, and Shopify—show strong financial performance, positive earnings commentary, and strategic leadership in high-growth areas such as semiconductors, AI, and e-commerce. These strengths are partly offset by valuation concerns, some bearish or mixed technical signals, and weaker profitability at holdings like Glaukos, and the fund is notably exposed to risks tied to the tech and semiconductor sectors where several top holdings are concentrated.
Positive Factors
Strong Semiconductor Exposure
Many of the largest holdings are chip and semiconductor-related companies that have shown strong recent performance, helping support the fund’s returns.
Focused Disruptive Growth Theme
The ETF concentrates on innovative, fast-growing businesses in areas like technology and digital platforms, which can benefit if disruptive companies continue to gain market share.
Broad Industry Mix Within Growth
While technology dominates, the fund also holds health care, consumer, financial, industrial, communication services, and utilities stocks, adding some diversification across different parts of the economy.
Negative Factors
High Concentration in Top Tech Names
A significant portion of the portfolio is tied up in a handful of large technology and semiconductor stocks, which increases the impact if any of these companies stumble.
Recent Overall Performance Weakness
Despite some strong individual winners, the ETF’s performance over the year so far has been weak, suggesting that not all holdings are contributing positively.
Higher Expense Ratio
The fund’s fee is relatively high compared with many broad index ETFs, which can eat into long-term returns for buy-and-hold investors.

NBDS vs. SPDR S&P 500 ETF (SPY)

NBDS Summary

The Neuberger Berman Disrupters ETF (NBDS) is a U.S.-focused fund that invests in companies leading big changes in technology and other industries, rather than tracking a traditional index. It targets themes like artificial intelligence, digital transformation, and other innovations. Major holdings include well-known names such as Nvidia and Amazon, along with other advanced chip and tech firms. Someone might invest in NBDS for long-term growth potential and exposure to cutting-edge companies across several sectors. A key risk is that it is heavily tilted toward technology and innovative stocks, which can be very volatile and may go up and down sharply.
How much will it cost me?The Neuberger Berman Disrupters ETF (NBDS) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because it’s actively managed, focusing on innovative companies and industries that require more research and expertise to select.
What would affect this ETF?The Neuberger Berman Disrupters ETF (NBDS) could benefit from continued advancements in technology and innovation, particularly in sectors like artificial intelligence, renewable energy, and biotechnology, where its holdings like Nvidia and Snowflake are well-positioned. However, it may face challenges from rising interest rates, which can negatively impact growth-focused companies, and potential regulatory changes in the technology and financial sectors. Additionally, global economic uncertainty could affect the performance of its diverse portfolio.

NBDS Top 10 Holdings

NBDS is riding a powerful semiconductor wave, with Nvidia, AMD, ARM, Monolithic Power, and Broadcom all rising and doing most of the heavy lifting for returns. Nova and ASML add to this chip-heavy tilt, making the fund highly concentrated in tech and AI infrastructure rather than a broad market mix. Amazon is steadily contributing in the background, while Intuitive Surgical and Robinhood have been more mixed, occasionally dragging on performance. With holdings spread across U.S. and global names, the ETF is a worldwide bet on disruptive tech leaders.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.81%$2.36M$4.85T87.58%
76
Outperform
Nova6.78%$2.05M$16.62B165.77%
81
Outperform
Advanced Micro Devices5.51%$1.67M$497.79B223.20%
73
Outperform
ARM Holdings PLC ADR5.00%$1.51M$217.30B82.67%
69
Neutral
Monolithic Power4.86%$1.47M$78.20B174.16%
75
Outperform
ASML Holding4.06%$1.23M$546.33B110.04%
81
Outperform
Amazon3.92%$1.19M$2.74T36.74%
71
Outperform
Intuitive Surgical3.74%$1.13M$169.58B-5.77%
78
Outperform
Robinhood3.59%$1.09M$75.21B73.50%
68
Neutral
Broadcom3.50%$1.06M$1.99T123.19%
76
Outperform

NBDS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
32.33
Positive
100DMA
33.80
Positive
200DMA
34.61
Positive
Market Momentum
MACD
1.09
Negative
RSI
72.33
Negative
STOCH
95.55
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBDS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 33.03, equal to the 50-day MA of 32.33, and equal to the 200-day MA of 34.61, indicating a bullish trend. The MACD of 1.09 indicates Negative momentum. The RSI at 72.33 is Negative, neither overbought nor oversold. The STOCH value of 95.55 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NBDS.

NBDS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$30.23M0.55%
70
Neutral
$98.78M0.75%
72
Outperform
$98.19M1.00%
69
Neutral
$97.72M0.50%
59
Neutral
$49.57M1.00%
57
Neutral
$35.24M0.75%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBDS
Neuberger Berman Disrupters ETF
36.46
9.15
33.50%
YNOT
Horizon Digital Frontier ETF
FFND
Future Fund Active ETF
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Cohen & Steers Natural Resources Active ETF
NXTE
AXS Green Alpha ETF
DARP
Grizzle Growth Etf
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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