NUGO vs AVSC
Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
NUGO vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUGO
$2.80B
AVSC
$2.80B
Expense Ratio
NUGO
0.50%
Winner
AVSC
0.25%
Max Drawdown
NUGO
38.01%
Winner
AVSC
28.84%
Sharpe Ratio
NUGO
1.00
Winner
AVSC
1.89
5Y Beta
NUGO
1.27
Winner
AVSC
1.01
P/E Ratio
Winner
NUGO
38.01
AVSC
45.67
Forward P/E
NUGO
29.41
Winner
AVSC
13.59
PEG Ratio
NUGO
0.14
AVSC
N/A
5Y EPS CAGR
Winner
NUGO
38.58%
AVSC
10.64%
Debt to Equity
NUGO
32.82%
AVSC
N/A
P/S Ratio
NUGO
9.32
Winner
AVSC
1.08
P/B Ratio
NUGO
13.34
Winner
AVSC
1.79
NUGO vs AVSC - Holdings Comparison
NUGO and AVSC have 0 common holdings. Overlap is 0.00%
NUGO's top 25 holdings weight is 88.69%. AVSC's top 25 holdings weight is 8.97%.
| Rank | NUGO | AVSC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.51% | MYR GROUP INC (MYRG) - 0.53% |
| #2 | APPLE INC (AAPL) - 12.36% | VISHAY INTERTECHNOLOGY INC (VSH) - 0.51% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 8.88% | MATERION CORP (MTRN) - 0.42% |
| #4 | BROADCOM INC (AVGO) - 8.20% | ACM RESEARCH INC CLASS A (ACMR) - 0.41% |
| #5 | MICROSOFT CORP (MSFT) - 8.14% | DIODES INC (DIOD) - 0.38% |
| #6 | AMAZON.COM INC (AMZN) - 6.12% | DANA INC (DAN) - 0.37% |
| #7 | ELI LILLY AND CO (LLY) - 3.46% | n/a (SPHR) - 0.36% |
| #8 | MASTERCARD INC CLASS A (MA) - 2.81% | FIRST BANCORP (FBNC) - 0.36% |
| #9 | APPLIED MATERIALS INC (AMAT) - 2.58% | ULTRA CLEAN HOLDINGS INC (UCTT) - 0.36% |
| #10 | WESTERN DIGITAL CORP (WDC) - 2.31% | LIVANOVA PLC (LIVN) - 0.35% |
| #11 | ARISTA NETWORKS INC (ANET) - 1.70% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.35% |
| #12 | GE AEROSPACE (GE) - 1.67% | AXCELIS TECHNOLOGIES INC (ACLS) - 0.35% |
| #13 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.53% | INTERNATIONAL SEAWAYS INC (INSW) - 0.35% |
| #14 | PALO ALTO NETWORKS INC (PANW) - 1.52% | UNITED COMMUNITY BANKS INC (UCB) - 0.34% |
| #15 | GE VERNOVA INC (GEV) - 1.48% | THE ST. JOE CO (JOE) - 0.34% |
| #16 | ADVANCED MICRO DEVICES INC (AMD) - 1.35% | LIGAND PHARMACEUTICALS INC (LGND) - 0.34% |
| #17 | HOWMET AEROSPACE INC (HWM) - 1.33% | SERVISFIRST BANCSHARES INC (SFBS) - 0.34% |
| #18 | TESLA INC (TSLA) - 1.29% | AAR CORP (AIR) - 0.32% |
| #19 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.23% | OCEANEERING INTERNATIONAL INC (OII) - 0.32% |
| #20 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.08% | OPENLANE INC (OPLN) - 0.32% |
| #21 | META PLATFORMS INC CLASS A (META) - 1.05% | PRICESMART INC (PSMT) - 0.32% |
| #22 | LUMENTUM HOLDINGS INC (LITE) - 1.05% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.32% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 1.02% | PATTERSON-UTI ENERGY INC (PTEN) - 0.31% |
| #24 | MICROCHIP TECHNOLOGY INC (MCHP) - 1.01% | BELDEN INC (BDC) - 0.30% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.01% | ASBURY AUTOMOTIVE GROUP INC (ABG) - 0.30% |
| Total Holdings | 44 | 1458 |
NUGO vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
NUGO
-2.28%
Winner
AVSC
+4.37%
3M
NUGO
+14.74%
Winner
AVSC
+15.61%
6M
NUGO
+4.55%
Winner
AVSC
+19.08%
1Y
NUGO
+21.40%
Winner
AVSC
+42.10%
5Y(CAGR)
Winner
NUGO
+12.42%
AVSC
+9.71%
Max(CAGR)
Winner
NUGO
+12.42%
AVSC
+9.71%
NUGO vs AVSC - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NUGO | AVSC |
|---|---|---|
| 2026 | +5.57% | +20.67% |
| 2025 | +14.52% | +9.78% |
| 2024 | +37.96% | +8.20% |
| 2023 | +46.20% | +20.32% |
| 2022 | -33.54% | -11.71% |
| 2021 | +7.78% | N/A |
NUGO vs AVSC Drawdown Comparison
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current NUGO drawdown is -5.45%. The current AVSC drawdown is -0.53%.
| Rank | NUGO | AVSC |
|---|---|---|
| #1 | -38.01% Nov 19, 2021 - Jan 24, 2024 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -25.12% Dec 16, 2024 - Jul 3, 2025 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -17.54% Oct 29, 2025 - May 6, 2026 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -14.99% Jul 10, 2024 - Oct 21, 2024 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -7.50% Jun 2, 2026 - Jun 10, 2026 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -7.37% Mar 22, 2024 - May 15, 2024 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -3.73% Oct 22, 2024 - Nov 6, 2024 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -3.59% Feb 9, 2024 - Feb 22, 2024 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -3.39% Oct 9, 2025 - Oct 24, 2025 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -3.23% Aug 12, 2025 - Sep 8, 2025 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -3.08% Nov 12, 2024 - Dec 2, 2024 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -3.07% May 14, 2026 - May 28, 2026 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -2.95% May 28, 2024 - Jun 5, 2024 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #14 | -2.73% Jan 29, 2024 - Feb 2, 2024 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #15 | -2.66% Jun 18, 2024 - Jul 3, 2024 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between NUGO and AVSC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2021 - 2026)
NUGO vs AVSC dividend yield comparison.
| Year | NUGO | AVSC |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 0.00% | 1.16% |
| 2024 | 0.00% | 1.17% |
| 2023 | 0.19% | 1.42% |
| 2022 | 0.26% | 1.10% |
| 2021 | 0.00% | 0.00% |
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