NUSC vs FGD
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND (FGD, ETF).
5-Year PerformanceFGD has outperformed NUSC, delivering a return of +12.4% compared to +5.9%
NUSC vs FGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.30B
Winner
FGD
$1.60B
Expense Ratio
Winner
NUSC
0.31%
FGD
0.55%
Max Drawdown
Winner
NUSC
42.32%
FGD
70.20%
Sharpe Ratio
NUSC
1.38
Winner
FGD
1.89
5Y Beta
NUSC
1.04
Winner
FGD
0.52
P/E Ratio
NUSC
93.00
FGD
N/A
Forward P/E
NUSC
16.25
FGD
N/A
5Y Dividends CAGR
Winner
NUSC
14.55%
FGD
10.00%
5Y EPS CAGR
NUSC
13.97%
FGD
N/A
P/S Ratio
NUSC
1.24
FGD
N/A
P/B Ratio
NUSC
2.53
FGD
N/A
NUSC vs FGD - Holdings Comparison
NUSC and FGD have 5 common holdings. Overlap is 1.11%
NUSC's top 25 holdings weight is 19.86%. FGD's top 25 holdings weight is 34.79%.
| Rank | NUSC | FGD |
|---|---|---|
| #1 | ATI INC (ATI) - 1.28% | ROBERT HALF INC (RHI) - 2.05% |
| #2 | NVENT ELECTRIC PLC (NVT) - 1.08% | HYUNDAI ELEVATOR CO LTD (n/a) - 1.87% |
| #3 | HOST HOTELS & RESORTS INC (HST) - 1.06% | BANCO BPM SPA (n/a) - 1.71% |
| #4 | VIATRIS INC (VTRS) - 1.06% | CAL-MAINE FOODS INC (CALM) - 1.53% |
| #5 | TD SYNNEX CORP (SNX) - 1.05% | LEGAL & GENERAL GROUP PLC (n/a) - 1.51% |
| #6 | EAST WEST BANCORP INC (EWBC) - 1.03% | ONEMAIN HOLDINGS INC (OMF) - 1.45% |
| #7 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.95% | THE WESTERN UNION CO (WU) - 1.44% |
| #8 | AGNC INVESTMENT CORP (AGNC) - 0.88% | STANDARD LIFE PLC (n/a) - 1.43% |
| #9 | SERVICE CORP INTERNATIONAL (SCI) - 0.86% | TELEFONICA SA (TEFOF) - 1.42% |
| #10 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.83% | OMV AG (n/a) - 1.38% |
| #11 | POPULAR INC (BPOP) - 0.83% | ENAGAS SA (n/a) - 1.36% |
| #12 | ARROW ELECTRONICS INC (ARW) - 0.82% | ABERDEEN GROUP PLC (n/a) - 1.35% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.81% | UNICAJA BANCO SA (n/a) - 1.34% |
| #14 | MEDPACE HOLDINGS INC (MEDP) - 0.73% | NATURGY ENERGY GROUP SA (n/a) - 1.33% |
| #15 | MURPHY USA INC (MUSA) - 0.73% | ZIGUP PLC (n/a) - 1.32% |
| #16 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.72% | HP INC (HPQ) - 1.31% |
| #17 | FLOWSERVE CORP (FLS) - 0.71% | NORTHWEST BANCSHARES INC (NWBI) - 1.31% |
| #18 | TTM TECHNOLOGIES INC (TTMI) - 0.70% | B&M EUROPEAN VALUE RETAIL PLC (n/a) - 1.29% |
| #19 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.70% | AKER ASA CLASS A (n/a) - 1.22% |
| #20 | MODINE MANUFACTURING CO (MOD) - 0.70% | TELUS CORP (n/a) - 1.21% |
| #21 | PROCORE TECHNOLOGIES INC (PCOR) - 0.47% | H&R BLOCK INC (HRB) - 1.21% |
| #22 | GLAUKOS CORP (GKOS) - 0.47% | SIGNIFY NV (n/a) - 1.20% |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 0.47% | T. ROWE PRICE GROUP INC (TROW) - 1.19% |
| #24 | CROCS INC (CROX) - 0.46% | CARREFOUR (n/a) - 1.18% |
| #25 | GLACIER BANCORP INC (GBCI) - 0.46% | LOGISTA INTEGRAL SA (n/a) - 1.18% |
| Total Holdings | 364 | 106 |
NUSC vs FGD - Historical Returns
Returns include dividend reinvestment.
1M
NUSC
+2.54%
Winner
FGD
+6.02%
3M
Winner
NUSC
+6.99%
FGD
+4.86%
6M
Winner
NUSC
+8.49%
FGD
+7.07%
1Y
Winner
NUSC
+30.33%
FGD
+29.82%
5Y(CAGR)
NUSC
+5.85%
Winner
FGD
+12.41%
10Y(CAGR)
Winner
NUSC
+10.09%
FGD
+10.02%
Max(CAGR)
Winner
NUSC
+10.09%
FGD
+6.23%
NUSC vs FGD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | FGD |
|---|---|---|
| 2026 | +16.38% | +16.09% |
| 2025 | +7.75% | +44.34% |
| 2024 | +8.90% | +6.10% |
| 2023 | +16.05% | +8.21% |
| 2022 | -18.60% | -7.94% |
| 2021 | +19.12% | +21.01% |
| 2020 | +23.44% | -5.99% |
| 2019 | +26.57% | +20.71% |
| 2018 | -10.13% | -13.23% |
| 2017 | +16.50% | +16.88% |
| 2016 | -0.60% | +13.11% |
| 2015 | N/A | -10.18% |
| 2014 | N/A | -0.01% |
| 2013 | N/A | +16.37% |
| 2012 | N/A | +13.69% |
| 2011 | N/A | -3.02% |
| 2010 | N/A | +10.29% |
| 2009 | N/A | +58.23% |
| 2008 | N/A | -50.12% |
| 2007 | N/A | +2.70% |
NUSC vs FGD Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for FGD was -68.07%, occurring on Mar 9, 2009. Recovery took 1359 trading sessions.
The current NUSC drawdown is -0.83%. The current FGD drawdown is -0.37%.
| Rank | NUSC | FGD |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -68.07% Nov 29, 2007 - Apr 25, 2013 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -44.84% Feb 12, 2020 - Jan 13, 2021 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -28.68% Feb 9, 2022 - May 14, 2024 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -28.08% Jul 3, 2014 - Jul 19, 2017 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -20.87% Jan 26, 2018 - Feb 12, 2020 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -11.50% Mar 19, 2025 - Apr 24, 2025 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -10.80% May 8, 2013 - Sep 10, 2013 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -9.82% Feb 20, 2026 - Jul 16, 2026 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -9.10% Jun 7, 2021 - Jan 11, 2022 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -8.98% Sep 26, 2024 - Mar 7, 2025 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -6.40% May 17, 2024 - Jul 31, 2024 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -6.14% Jan 14, 2021 - Feb 16, 2021 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -5.66% Dec 31, 2013 - Feb 18, 2014 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -5.36% Jul 31, 2024 - Aug 19, 2024 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -4.95% Oct 29, 2013 - Dec 30, 2013 |
Correlation
Correlation between NUSC and FGD is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2007 - 2026)
NUSC vs FGD dividend yield comparison.
| Year | NUSC | FGD |
|---|---|---|
| 2026 | 0.00% | 1.81% |
| 2025 | 1.05% | 5.62% |
| 2024 | 1.15% | 5.87% |
| 2023 | 1.11% | 6.44% |
| 2022 | 1.16% | 5.74% |
| 2021 | 7.06% | 5.35% |
| 2020 | 0.52% | 6.17% |
| 2019 | 0.90% | 5.19% |
| 2018 | 3.95% | 5.88% |
| 2017 | 0.94% | 4.01% |
| 2016 | 0.00% | 4.36% |
| 2015 | 0.00% | 5.07% |
| 2014 | 0.00% | 5.18% |
| 2013 | 0.00% | 4.51% |
| 2012 | 0.00% | 4.93% |
| 2011 | 0.00% | 5.15% |
| 2010 | 0.00% | 4.23% |
| 2009 | 0.00% | 3.13% |
| 2008 | 0.00% | 9.79% |
| 2007 | 0.00% | 0.52% |
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