NUSC vs EXI
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).
5-Year PerformanceEXI has outperformed NUSC, delivering a return of +11.6% compared to +4.3%
NUSC vs EXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.20B
EXI
$1.20B
Expense Ratio
Winner
NUSC
0.31%
EXI
0.39%
Max Drawdown
Winner
NUSC
42.32%
EXI
63.88%
Sharpe Ratio
NUSC
1.41
Winner
EXI
1.59
5Y Beta
NUSC
1.04
Winner
EXI
0.87
P/E Ratio
NUSC
72.72
EXI
N/A
Forward P/E
NUSC
15.27
EXI
N/A
5Y Dividends CAGR
Winner
NUSC
14.55%
EXI
11.06%
5Y EPS CAGR
NUSC
15.20%
EXI
N/A
P/S Ratio
NUSC
1.26
EXI
N/A
P/B Ratio
NUSC
2.29
EXI
N/A
NUSC vs EXI - Holdings Comparison
NUSC and EXI have 2 common holdings. Overlap is 0.06%
NUSC's top 25 holdings weight is 20.99%. EXI's top 25 holdings weight is 39.41%.
| Rank | NUSC | EXI |
|---|---|---|
| #1 | TECHNIPFMC PLC (n/a) - 1.43% | CATERPILLAR INC (CAT) - 3.92% |
| #2 | NVENT ELECTRIC PLC (NVT) - 1.27% | GE VERNOVA INC (GEV) - 3.14% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 1.20% | GE AEROSPACE (GE) - 3.03% |
| #4 | MODERNA INC (MRNA) - 1.09% | RTX CORP (RTX) - 2.37% |
| #5 | EAST WEST BANCORP INC (EWBC) - 1.07% | SIEMENS AG (n/a) - 2.13% |
| #6 | ATI INC (ATI) - 1.06% | BOEING CO (BA) - 1.85% |
| #7 | HOST HOTELS & RESORTS INC (HST) - 1.03% | SCHNEIDER ELECTRIC SE (n/a) - 1.77% |
| #8 | MODINE MANUFACTURING CO (MOD) - 0.96% | EATON CORP PLC (ETN) - 1.67% |
| #9 | TD SYNNEX CORP (SNX) - 0.95% | UNION PACIFIC CORP (UNP) - 1.62% |
| #10 | AGNC INVESTMENT CORP (AGNC) - 0.94% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.61% |
| #11 | SERVICE CORP INTERNATIONAL (SCI) - 0.93% | UBER TECHNOLOGIES INC (UBER) - 1.56% |
| #12 | IONIS PHARMACEUTICALS INC (IONS) - 0.85% | ABB LTD (n/a) - 1.56% |
| #13 | FLOWSERVE CORP (FLS) - 0.84% | HITACHI LTD (n/a) - 1.52% |
| #14 | POPULAR INC (BPOP) - 0.82% | DEERE & CO (DE) - 1.44% |
| #15 | INTERDIGITAL INC (IDCC) - 0.75% | HONEYWELL INTERNATIONAL INC (HON) - 1.37% |
| #16 | RAMBUS INC (RMBS) - 0.74% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.30% |
| #17 | CARETRUST REIT INC (CTRE) - 0.73% | MITSUBISHI CORP (n/a) - 1.27% |
| #18 | FABRINET (FN) - 0.73% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.26% |
| #19 | WESTERN ALLIANCE BANCORP (WAL) - 0.69% | PARKER HANNIFIN CORP (PH) - 1.25% |
| #20 | UNITY SOFTWARE INC ORDINARY SHARES (U) - 0.68% | AIRBUS SE (n/a) - 1.22% |
| #21 | CYTOKINETICS INC (CYTK) - 0.45% | ATLAS COPCO AB CLASS A (n/a) - 0.52% |
| #22 | n/a (HIMS) - 0.45% | DSV AS (n/a) - 0.52% |
| #23 | RESIDEO TECHNOLOGIES INC (REZI) - 0.45% | DEUTSCHE POST AG (n/a) - 0.52% |
| #24 | OLD NATIONAL BANCORP (ONB) - 0.44% | W.W. GRAINGER INC (GWW) - 0.51% |
| #25 | ALKERMES PLC (ALKS) - 0.44% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 0.48% |
| Total Holdings | 398 | 201 |
NUSC vs EXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+5.08%
EXI
+2.18%
3M
Winner
NUSC
+2.11%
EXI
+0.15%
6M
NUSC
+13.54%
Winner
EXI
+14.84%
1Y
NUSC
+28.44%
Winner
EXI
+30.58%
5Y(CAGR)
NUSC
+4.29%
Winner
EXI
+11.58%
10Y(CAGR)
NUSC
+9.68%
Winner
EXI
+12.78%
Max(CAGR)
Winner
NUSC
+9.68%
EXI
+8.97%
NUSC vs EXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | EXI |
|---|---|---|
| 2026 | +9.62% | +10.95% |
| 2025 | +7.75% | +26.22% |
| 2024 | +8.90% | +13.67% |
| 2023 | +16.05% | +21.52% |
| 2022 | -18.60% | -11.93% |
| 2021 | +19.12% | +18.66% |
| 2020 | +23.44% | +9.57% |
| 2019 | +26.57% | +27.12% |
| 2018 | -10.13% | -14.89% |
| 2017 | +16.50% | +24.33% |
| 2016 | -0.60% | +15.35% |
| 2015 | N/A | -2.23% |
| 2014 | N/A | +2.34% |
| 2013 | N/A | +29.01% |
| 2012 | N/A | +13.62% |
| 2011 | N/A | -9.52% |
| 2010 | N/A | +20.35% |
| 2009 | N/A | +22.59% |
| 2008 | N/A | -41.19% |
| 2007 | N/A | +13.65% |
| 2006 | N/A | +8.67% |
NUSC vs EXI Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.
The current NUSC drawdown is -0.46%. The current EXI drawdown is -1.76%.
| Rank | NUSC | EXI |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -62.59% Oct 11, 2007 - May 6, 2013 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -39.56% Feb 12, 2020 - Nov 9, 2020 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -27.22% Jan 4, 2022 - Jul 13, 2023 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -23.83% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -16.53% May 21, 2015 - Jul 20, 2016 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -14.38% Dec 4, 2024 - May 2, 2025 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -13.64% Jul 28, 2023 - Dec 13, 2023 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -12.35% Feb 27, 2026 - May 6, 2026 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -12.19% Jun 9, 2014 - Feb 20, 2015 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -11.88% Jul 19, 2007 - Oct 5, 2007 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -7.56% May 21, 2013 - Jul 19, 2013 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -7.43% Jul 16, 2024 - Aug 23, 2024 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -7.11% Feb 20, 2007 - Apr 10, 2007 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -7.04% Nov 8, 2021 - Jan 4, 2022 |
| #15 | -4.26% Mar 1, 2017 - Apr 26, 2017 | -7.02% Dec 31, 2013 - Mar 6, 2014 |
Correlation
Correlation between NUSC and EXI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2025)
NUSC vs EXI dividend yield comparison.
| Year | NUSC | EXI |
|---|---|---|
| 2025 | 1.05% | 1.32% |
| 2024 | 1.15% | 1.47% |
| 2023 | 1.11% | 1.84% |
| 2022 | 1.16% | 1.63% |
| 2021 | 7.06% | 1.42% |
| 2020 | 0.52% | 1.26% |
| 2019 | 0.90% | 1.72% |
| 2018 | 3.95% | 2.21% |
| 2017 | 0.94% | 1.48% |
| 2016 | 0.00% | 1.75% |
| 2015 | 0.00% | 1.95% |
| 2014 | 0.00% | 1.93% |
| 2013 | 0.00% | 1.51% |
| 2012 | 0.00% | 2.29% |
| 2011 | 0.00% | 2.37% |
| 2010 | 0.00% | 1.48% |
| 2009 | 0.00% | 1.77% |
| 2008 | 0.00% | 3.62% |
| 2007 | 0.00% | 0.61% |
| 2006 | 0.00% | 0.52% |
Select Stocks to Compare
Popular: NUSC vs SPYEXI vs SPY
More Comparisons
Compare with similar stocks