FNDB vs NUSC
Comparison between SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF (FNDB, ETF) and NUVEEN ESG SMALL-CAP ETF (NUSC, ETF).
5-Year PerformanceFNDB has outperformed NUSC, delivering a return of +12.2% compared to +4.3%
FNDB vs NUSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FNDB
$1.30B
NUSC
$1.30B
Expense Ratio
Winner
FNDB
0.25%
NUSC
0.31%
Max Drawdown
Winner
FNDB
38.17%
NUSC
42.32%
Sharpe Ratio
Winner
FNDB
2.24
NUSC
1.20
5Y Beta
Winner
FNDB
0.78
NUSC
1.04
P/E Ratio
Winner
FNDB
25.02
NUSC
75.32
Forward P/E
Winner
FNDB
15.46
NUSC
16.13
5Y Dividends CAGR
FNDB
6.87%
Winner
NUSC
14.55%
5Y EPS CAGR
FNDB
12.71%
Winner
NUSC
12.96%
Debt to Equity
FNDB
39.04%
NUSC
N/A
P/S Ratio
FNDB
1.37
Winner
NUSC
1.26
P/B Ratio
FNDB
2.78
Winner
NUSC
2.46
FNDB vs NUSC - Holdings Comparison
FNDB and NUSC have 282 common holdings. Overlap is 4.77%
FNDB's top 25 holdings weight is 31.95%. NUSC's top 25 holdings weight is 21.95%.
| Rank | FNDB | NUSC |
|---|---|---|
| #1 | APPLE INC (AAPL) - 3.84% | NVENT ELECTRIC PLC (NVT) - 1.52% |
| #2 | EXXON MOBIL CORP (XOM) - 2.67% | TECHNIPFMC PLC (n/a) - 1.32% |
| #3 | MICROSOFT CORP (MSFT) - 1.98% | CARPENTER TECHNOLOGY CORP (CRS) - 1.24% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 1.87% | MODINE MANUFACTURING CO (MOD) - 1.16% |
| #5 | CHEVRON CORP (CVX) - 1.73% | ATI INC (ATI) - 1.14% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.49% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #7 | AMAZON.COM INC (AMZN) - 1.46% | STERLING INFRASTRUCTURE INC (STRL) - 1.06% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% | MODERNA INC (MRNA) - 1.05% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.39% | EAST WEST BANCORP INC (EWBC) - 1.04% |
| #10 | META PLATFORMS INC CLASS A (META) - 1.20% | RAMBUS INC (RMBS) - 1.01% |
| #11 | WALMART INC (WMT) - 1.10% | TD SYNNEX CORP (SNX) - 0.99% |
| #12 | VERIZON COMMUNICATIONS INC (VZ) - 1.08% | IONIS PHARMACEUTICALS INC (IONS) - 0.87% |
| #13 | JOHNSON & JOHNSON (JNJ) - 1.04% | AGNC INVESTMENT CORP (AGNC) - 0.86% |
| #14 | INTEL CORP (INTC) - 1.01% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.85% |
| #15 | UNITEDHEALTH GROUP INC (UNH) - 1.01% | POPULAR INC (BPOP) - 0.81% |
| #16 | AT&T INC (T) - 0.97% | SERVICE CORP INTERNATIONAL (SCI) - 0.80% |
| #17 | BANK OF AMERICA CORP (BAC) - 0.83% | CARETRUST REIT INC (CTRE) - 0.75% |
| #18 | CITIGROUP INC (C) - 0.79% | FABRINET (FN) - 0.75% |
| #19 | CONOCOPHILLIPS (COP) - 0.77% | ARAMARK (ARMK) - 0.73% |
| #20 | CVS HEALTH CORP (CVS) - 0.74% | ENPHASE ENERGY INC (ENPH) - 0.70% |
| #21 | PFIZER INC (PFE) - 0.73% | HALOZYME THERAPEUTICS INC (HALO) - 0.45% |
| #22 | VALERO ENERGY CORP (VLO) - 0.71% | ONTO INNOVATION INC (ONTO) - 0.44% |
| #23 | WELLS FARGO & CO (WFC) - 0.71% | LAMB WESTON HOLDINGS INC (LW) - 0.44% |
| #24 | COMCAST CORP CLASS A (CMCSA) - 0.69% | US FOODS HOLDING CORP (USFD) - 0.43% |
| #25 | MERCK & CO INC (MRK) - 0.68% | OLD NATIONAL BANCORP (ONB) - 0.43% |
| Total Holdings | 1639 | 396 |
FNDB vs NUSC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FNDB
+1.69%
NUSC
+0.61%
3M
Winner
FNDB
+7.97%
NUSC
+5.99%
6M
Winner
FNDB
+13.62%
NUSC
+10.49%
1Y
Winner
FNDB
+31.82%
NUSC
+25.73%
5Y(CAGR)
Winner
FNDB
+12.19%
NUSC
+4.35%
10Y(CAGR)
Winner
FNDB
+13.85%
NUSC
+9.62%
Max(CAGR)
Winner
FNDB
+12.92%
NUSC
+9.62%
FNDB vs NUSC - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | FNDB | NUSC |
|---|---|---|
| 2026 | +12.52% | +9.84% |
| 2025 | +16.53% | +7.75% |
| 2024 | +16.33% | +8.90% |
| 2023 | +18.60% | +16.05% |
| 2022 | -8.14% | -18.60% |
| 2021 | +33.35% | +19.12% |
| 2020 | +8.70% | +23.44% |
| 2019 | +28.05% | +26.57% |
| 2018 | -8.85% | -10.13% |
| 2017 | +15.90% | +16.50% |
| 2016 | +18.38% | -0.60% |
| 2015 | -2.93% | N/A |
| 2014 | +12.96% | N/A |
| 2013 | +11.99% | N/A |
FNDB vs NUSC Drawdown Comparison
The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current FNDB drawdown is -1.61%. The current NUSC drawdown is -2.59%.
| Rank | FNDB | NUSC |
|---|---|---|
| #1 | -38.17% Feb 12, 2020 - Nov 13, 2020 | -41.49% Jan 16, 2020 - Oct 8, 2020 |
| #2 | -20.05% Sep 21, 2018 - Jul 3, 2019 | -28.78% Nov 5, 2021 - Oct 16, 2024 |
| #3 | -19.28% Jan 12, 2022 - Jul 13, 2023 | -26.92% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -16.83% Nov 29, 2024 - Jul 3, 2025 | -25.22% Aug 29, 2018 - Dec 18, 2019 |
| #5 | -14.83% May 21, 2015 - Apr 27, 2016 | -10.10% Feb 20, 2026 - Apr 17, 2026 |
| #6 | -10.42% Jul 31, 2023 - Dec 8, 2023 | -8.52% Mar 15, 2021 - Apr 28, 2021 |
| #7 | -10.39% Jan 26, 2018 - Aug 21, 2018 | -8.34% Jan 23, 2018 - May 16, 2018 |
| #8 | -7.80% Sep 18, 2014 - Nov 6, 2014 | -8.11% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -6.96% Jul 24, 2019 - Sep 11, 2019 | -6.32% Apr 28, 2021 - Jun 7, 2021 |
| #10 | -6.51% Dec 31, 2013 - Mar 4, 2014 | -5.56% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -6.47% Jul 16, 2024 - Aug 23, 2024 | -5.37% Jul 25, 2017 - Sep 18, 2017 |
| #12 | -6.29% Feb 11, 2026 - Apr 16, 2026 | -5.21% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -5.83% Jun 8, 2021 - Aug 11, 2021 | -4.52% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -5.73% Nov 8, 2021 - Dec 27, 2021 | -4.48% Apr 26, 2017 - Jun 13, 2017 |
| #15 | -5.46% Jun 8, 2016 - Jul 8, 2016 | -4.41% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between FNDB and NUSC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
FNDB vs NUSC dividend yield comparison.
| Year | FNDB | NUSC |
|---|---|---|
| 2026 | 0.35% | 0.00% |
| 2025 | 1.62% | 1.05% |
| 2024 | 1.74% | 1.15% |
| 2023 | 1.80% | 1.11% |
| 2022 | 1.98% | 1.16% |
| 2021 | 1.63% | 7.06% |
| 2020 | 2.15% | 0.52% |
| 2019 | 2.23% | 0.90% |
| 2018 | 2.41% | 3.95% |
| 2017 | 1.91% | 0.94% |
| 2016 | 2.06% | 0.00% |
| 2015 | 2.26% | 0.00% |
| 2014 | 1.65% | 0.00% |
| 2013 | 0.61% | 0.00% |
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