NUSC vs CTA
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA, ETF).
NUSC vs CTA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.60B
CTA
$1.60B
Expense Ratio
Winner
NUSC
0.31%
CTA
0.75%
Max Drawdown
NUSC
42.32%
Winner
CTA
22.46%
Sharpe Ratio
Winner
NUSC
1.34
CTA
-0.00
5Y Beta
NUSC
1.04
Winner
CTA
-0.07
P/E Ratio
NUSC
76.10
CTA
N/A
Forward P/E
NUSC
15.62
CTA
N/A
5Y Dividends CAGR
NUSC
14.55%
CTA
N/A
5Y EPS CAGR
NUSC
12.65%
CTA
N/A
P/S Ratio
NUSC
1.28
CTA
N/A
P/B Ratio
NUSC
2.48
CTA
N/A
NUSC vs CTA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+3.23%
CTA
-12.62%
3M
Winner
NUSC
+13.56%
CTA
-6.12%
6M
Winner
NUSC
+11.49%
CTA
-0.17%
1Y
Winner
NUSC
+28.09%
CTA
+2.63%
5Y(CAGR)
NUSC
+4.89%
Winner
CTA
+7.13%
10Y(CAGR)
NUSC
+9.84%
CTA
N/A
Max(CAGR)
Winner
NUSC
+9.84%
CTA
+7.13%
NUSC vs CTA - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | CTA |
|---|---|---|
| 2026 | +12.50% | +0.61% |
| 2025 | +7.75% | +0.56% |
| 2024 | +8.90% | +22.54% |
| 2023 | +16.05% | -2.92% |
| 2022 | -18.60% | +9.54% |
| 2021 | +19.12% | N/A |
| 2020 | +23.44% | N/A |
| 2019 | +26.57% | N/A |
| 2018 | -10.13% | N/A |
| 2017 | +16.50% | N/A |
| 2016 | -0.60% | N/A |
NUSC vs CTA Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for CTA was -18.09%, occurring on Apr 3, 2023. Recovery took 372 trading sessions.
The current NUSC drawdown is -1.07%. The current CTA drawdown is -17.74%.
| Rank | NUSC | CTA |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -18.09% Oct 14, 2022 - Apr 10, 2024 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -17.74% May 4, 2026 - Jun 23, 2026 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -11.23% Feb 19, 2025 - Feb 18, 2026 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -8.34% May 20, 2024 - Nov 21, 2024 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -8.33% Apr 6, 2026 - Apr 28, 2026 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -6.39% Mar 18, 2026 - Apr 2, 2026 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -5.28% Mar 8, 2022 - Apr 18, 2022 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -4.17% May 12, 2022 - Jun 30, 2022 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -4.00% Sep 26, 2022 - Oct 14, 2022 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -3.69% Jul 25, 2022 - Aug 31, 2022 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -3.03% Nov 22, 2024 - Dec 13, 2024 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -2.97% Sep 1, 2022 - Sep 14, 2022 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -2.63% Dec 18, 2024 - Jan 10, 2025 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -2.42% Jul 6, 2022 - Jul 14, 2022 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -2.35% Apr 26, 2024 - May 13, 2024 |
Correlation
Correlation between NUSC and CTA is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2017 - 2026)
NUSC vs CTA dividend yield comparison.
| Year | NUSC | CTA |
|---|---|---|
| 2026 | 0.00% | 2.62% |
| 2025 | 1.05% | 3.19% |
| 2024 | 1.15% | 4.80% |
| 2023 | 1.11% | 7.78% |
| 2022 | 1.16% | 6.58% |
| 2021 | 7.06% | 0.00% |
| 2020 | 0.52% | 0.00% |
| 2019 | 0.90% | 0.00% |
| 2018 | 3.95% | 0.00% |
| 2017 | 0.94% | 0.00% |
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