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NBDS - ETF AI Analysis

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NBDS

Neuberger Berman Disrupters ETF (NBDS)

Rating:69Neutral
Price Target:
NBDS, the Neuberger Berman Disrupters ETF, earns a solid overall rating thanks to major positions in high-quality innovators like Nvidia, ASML, and Nova, which all show strong financial performance, positive earnings commentary, and strategic leadership in fast-growing areas such as AI and semiconductors. However, holdings like Snowflake, which faces profitability and valuation challenges, and several stocks with high valuations and some bearish technical signals, introduce risk and help explain why the fund’s rating is not higher. The main risk factor is its heavy tilt toward disruptive tech and semiconductor names, which can be more volatile and sensitive to shifts in market sentiment and global demand.
Positive Factors
Exposure to Leading Disruptive Companies
The ETF holds several well-known innovators in areas like semiconductors, e-commerce, and software, giving investors targeted access to companies driving technological change.
Focused Growth Sectors
A large allocation to technology and other growth-oriented sectors positions the fund to benefit if disruptive businesses regain strong momentum.
Select Strong-Performing Holdings
Some top positions, such as Nova, AMD, and ASML, have shown strong year-to-date performance, helping to offset weaker names in the portfolio.
Negative Factors
High Concentration in Top Holdings
The largest positions each take up a meaningful share of the fund, increasing the impact that any single stock’s weakness can have on overall returns.
Recent Weak Performance
The ETF has delivered weak returns over the past month, three months, and year-to-date, reflecting pressure on many of its disruptive growth holdings.
Heavy U.S. and Technology Exposure
With most assets in U.S. stocks and a majority in the technology sector, the fund is vulnerable to downturns in the U.S. growth and tech markets.

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 major changes in technology and other industries, rather than tracking a traditional index. It holds many innovative businesses, with a strong tilt toward tech, including well-known names like Nvidia and Amazon. Someone might consider this ETF if they want growth potential from companies driving trends such as artificial intelligence, digital services, and new business models, while still getting some diversification across sectors. A key risk is that it is heavily exposed to fast-moving, often volatile tech and growth stocks, so its price can swing a lot.
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 leaning hard into global chip and AI powerhouses, with names like Nova, ASML, and ARM doing much of the heavy lifting as their shares keep rising on optimism around semiconductors and next‑gen computing. Nvidia, once the star of the show, is losing steam lately and has turned from engine to mild headwind. AMD is more or less steady, while Snowflake and Constellation Energy are dragging the fund with weaker, more hesitant trading. Overall, this is a tech‑heavy, globally diversified bet on long‑term disruption, with semis clearly in the driver’s seat.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.62%$2.00M$4.24T58.33%
76
Outperform
Nova6.65%$1.75M$13.80B134.87%
81
Outperform
ARM Holdings PLC ADR5.09%$1.34M$160.66B41.41%
69
Neutral
Advanced Micro Devices4.70%$1.23M$331.67B97.58%
73
Outperform
Intuitive Surgical4.33%$1.14M$163.71B-9.08%
78
Outperform
ASML Holding4.20%$1.10M$494.31B97.43%
81
Outperform
Monolithic Power3.97%$1.04M$53.70B85.11%
75
Outperform
Amazon3.77%$990.59K$2.24T6.25%
71
Outperform
Constellation Energy Corporation3.49%$918.04K$101.09B34.94%
68
Neutral
Shopify3.33%$876.00K$154.77B21.49%
77
Outperform

NBDS Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
32.39
Negative
100DMA
34.14
Negative
200DMA
34.56
Negative
Market Momentum
MACD
-0.58
Positive
RSI
43.89
Neutral
STOCH
15.62
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NBDS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 31.50, equal to the 50-day MA of 32.39, and equal to the 200-day MA of 34.56, indicating a bearish trend. The MACD of -0.58 indicates Positive momentum. The RSI at 43.89 is Neutral, neither overbought nor oversold. The STOCH value of 15.62 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NBDS.

NBDS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$25.12M0.55%
69
Neutral
$94.04M0.65%
68
Neutral
$87.14M1.00%
68
Neutral
$79.96M0.75%
74
Outperform
$42.81M1.00%
57
Neutral
$29.24M0.75%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
NBDS
Neuberger Berman Disrupters ETF
31.16
7.64
32.48%
TCAI
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FFND
Future Fund Active ETF
YNOT
Horizon Digital Frontier 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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