FPX vs NUSC
Comparison between FIRST TRUST US EQUITY OPPORTUNITIES ETF (FPX, ETF) and NUVEEN ESG SMALL-CAP ETF (NUSC, ETF).
5-Year PerformanceFPX has outperformed NUSC, delivering a return of +9.3% compared to +4.3%
FPX vs NUSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FPX
$1.30B
NUSC
$1.30B
Expense Ratio
FPX
0.57%
Winner
NUSC
0.31%
Max Drawdown
FPX
56.41%
Winner
NUSC
42.32%
Sharpe Ratio
FPX
1.18
Winner
NUSC
1.20
5Y Beta
FPX
1.41
Winner
NUSC
1.04
P/E Ratio
Winner
FPX
58.78
NUSC
75.32
Forward P/E
FPX
28.47
Winner
NUSC
16.13
5Y Dividends CAGR
Winner
FPX
17.47%
NUSC
14.55%
5Y EPS CAGR
FPX
N/A
NUSC
12.96%
Debt to Equity
FPX
75.08%
NUSC
N/A
P/S Ratio
FPX
2.43
Winner
NUSC
1.26
P/B Ratio
FPX
4.41
Winner
NUSC
2.46
FPX vs NUSC - Holdings Comparison
FPX and NUSC have 10 common holdings. Overlap is 2.08%
FPX's top 25 holdings weight is 68.64%. NUSC's top 25 holdings weight is 21.95%.
| Rank | FPX | NUSC |
|---|---|---|
| #1 | GE VERNOVA INC (GEV) - 11.14% | NVENT ELECTRIC PLC (NVT) - 1.52% |
| #2 | SANDISK CORP ORDINARY SHARES (SNDK) - 9.26% | TECHNIPFMC PLC (n/a) - 1.32% |
| #3 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 6.20% | CARPENTER TECHNOLOGY CORP (CRS) - 1.24% |
| #4 | MEDLINE INC ORDINARY SHARES CLASS A (MDLN) - 3.89% | MODINE MANUFACTURING CO (MOD) - 1.16% |
| #5 | LUMENTUM HOLDINGS INC (LITE) - 3.17% | ATI INC (ATI) - 1.14% |
| #6 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.07% | HOST HOTELS & RESORTS INC (HST) - 1.11% |
| #7 | n/a (ASTS) - 2.85% | STERLING INFRASTRUCTURE INC (STRL) - 1.06% |
| #8 | CONSTELLATION ENERGY CORP (CEG) - 2.72% | MODERNA INC (MRNA) - 1.05% |
| #9 | n/a (WBD) - 2.59% | EAST WEST BANCORP INC (EWBC) - 1.04% |
| #10 | FEDEX CORP (FDX) - 2.55% | RAMBUS INC (RMBS) - 1.01% |
| #11 | n/a (PLTR) - 2.50% | TD SYNNEX CORP (SNX) - 0.99% |
| #12 | ENTERGY CORP (ETR) - 1.80% | IONIS PHARMACEUTICALS INC (IONS) - 0.87% |
| #13 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.70% | AGNC INVESTMENT CORP (AGNC) - 0.86% |
| #14 | VENTAS INC (VTR) - 1.61% | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.85% |
| #15 | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 1.60% | POPULAR INC (BPOP) - 0.81% |
| #16 | UL SOLUTIONS INC CLASS A COMMON STOCK (ULS) - 1.51% | SERVICE CORP INTERNATIONAL (SCI) - 0.80% |
| #17 | TENET HEALTHCARE CORP (THC) - 1.42% | CARETRUST REIT INC (CTRE) - 0.75% |
| #18 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.38% | FABRINET (FN) - 0.75% |
| #19 | NEXTPOWER INC CLASS A (NXT) - 1.31% | ARAMARK (ARMK) - 0.73% |
| #20 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.15% | ENPHASE ENERGY INC (ENPH) - 0.70% |
| #21 | SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 1.14% | HALOZYME THERAPEUTICS INC (HALO) - 0.45% |
| #22 | AMRIZE LTD REGISTERED SHARE (AMRZ) - 1.04% | ONTO INNOVATION INC (ONTO) - 0.44% |
| #23 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.03% | LAMB WESTON HOLDINGS INC (LW) - 0.44% |
| #24 | LEGENCE CORP ORDINARY SHARES CLASS A (LGN) - 1.01% | US FOODS HOLDING CORP (USFD) - 0.43% |
| #25 | n/a (AHR) - 1.00% | OLD NATIONAL BANCORP (ONB) - 0.43% |
| Total Holdings | 101 | 396 |
FPX vs NUSC - Historical Returns
Returns include dividend reinvestment.
1M
FPX
-1.92%
Winner
NUSC
+0.61%
3M
Winner
FPX
+11.41%
NUSC
+5.99%
6M
FPX
+9.99%
Winner
NUSC
+10.49%
1Y
Winner
FPX
+34.26%
NUSC
+25.73%
5Y(CAGR)
Winner
FPX
+9.33%
NUSC
+4.35%
10Y(CAGR)
Winner
FPX
+14.13%
NUSC
+9.62%
Max(CAGR)
Winner
FPX
+12.89%
NUSC
+9.62%
FPX vs NUSC - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | FPX | NUSC |
|---|---|---|
| 2026 | +12.10% | +9.84% |
| 2025 | +35.67% | +7.75% |
| 2024 | +28.64% | +8.90% |
| 2023 | +23.84% | +16.05% |
| 2022 | -34.67% | -18.60% |
| 2021 | +5.27% | +19.12% |
| 2020 | +46.85% | +23.44% |
| 2019 | +30.60% | +26.57% |
| 2018 | -8.91% | -10.13% |
| 2017 | +26.26% | +16.50% |
| 2016 | +8.74% | -0.60% |
| 2015 | +1.98% | N/A |
| 2014 | +12.63% | N/A |
| 2013 | +44.45% | N/A |
| 2012 | +29.08% | N/A |
| 2011 | +1.87% | N/A |
| 2010 | +16.58% | N/A |
| 2009 | +42.26% | N/A |
| 2008 | -42.62% | N/A |
| 2007 | +14.86% | N/A |
| 2006 | +17.97% | N/A |
FPX vs NUSC Drawdown Comparison
The maximum drawdown for FPX was -56.29%, occurring on Nov 20, 2008. Recovery took 789 trading sessions.
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The current FPX drawdown is -5.15%. The current NUSC drawdown is -2.59%.
| Rank | FPX | NUSC |
|---|---|---|
| #1 | -56.29% Dec 26, 2007 - Feb 11, 2011 | -41.49% Jan 16, 2020 - Oct 8, 2020 |
| #2 | -43.14% Nov 9, 2021 - Feb 5, 2025 | -28.78% Nov 5, 2021 - Oct 16, 2024 |
| #3 | -36.97% Feb 19, 2020 - Jul 8, 2020 | -26.92% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -30.88% Feb 18, 2025 - Jun 26, 2025 | -25.22% Aug 29, 2018 - Dec 18, 2019 |
| #5 | -24.12% Jul 20, 2015 - Feb 3, 2017 | -10.10% Feb 20, 2026 - Apr 17, 2026 |
| #6 | -23.55% Aug 29, 2018 - Apr 3, 2019 | -8.52% Mar 15, 2021 - Apr 28, 2021 |
| #7 | -22.63% Jul 7, 2011 - Feb 3, 2012 | -8.34% Jan 23, 2018 - May 16, 2018 |
| #8 | -18.69% Feb 12, 2021 - Nov 9, 2021 | -8.11% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -14.36% Jul 13, 2007 - Dec 26, 2007 | -6.32% Apr 28, 2021 - Jun 7, 2021 |
| #10 | -12.28% Oct 29, 2025 - Dec 10, 2025 | -5.56% Feb 24, 2021 - Mar 10, 2021 |
| #11 | -12.07% Dec 11, 2025 - Apr 13, 2026 | -5.37% Jul 25, 2017 - Sep 18, 2017 |
| #12 | -12.04% Apr 2, 2012 - Sep 13, 2012 | -5.21% Oct 12, 2020 - Nov 5, 2020 |
| #13 | -10.85% Sep 11, 2014 - Nov 21, 2014 | -4.52% Nov 11, 2024 - Nov 25, 2024 |
| #14 | -10.23% Jan 26, 2018 - Jun 18, 2018 | -4.48% Apr 26, 2017 - Jun 13, 2017 |
| #15 | -10.22% Sep 1, 2020 - Oct 7, 2020 | -4.41% May 6, 2026 - May 26, 2026 |
Correlation
Correlation between FPX and NUSC is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (2007 - 2026)
FPX vs NUSC dividend yield comparison.
| Year | FPX | NUSC |
|---|---|---|
| 2026 | 0.04% | 0.00% |
| 2025 | 0.53% | 1.05% |
| 2024 | 0.09% | 1.15% |
| 2023 | 0.27% | 1.11% |
| 2022 | 1.08% | 1.16% |
| 2021 | 0.14% | 7.06% |
| 2020 | 0.28% | 0.52% |
| 2019 | 0.67% | 0.90% |
| 2018 | 0.88% | 3.95% |
| 2017 | 0.68% | 0.94% |
| 2016 | 0.77% | 0.00% |
| 2015 | 0.62% | 0.00% |
| 2014 | 0.79% | 0.00% |
| 2013 | 0.51% | 0.00% |
| 2012 | 1.12% | 0.00% |
| 2011 | 1.06% | 0.00% |
| 2010 | 0.95% | 0.00% |
| 2009 | 1.92% | 0.00% |
| 2008 | 1.08% | 0.00% |
| 2007 | 0.25% | 0.00% |
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