NUSC vs FNDB
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF (FNDB, ETF).
5-Year PerformanceFNDB has outperformed NUSC, delivering a return of +12.2% compared to +4.3%
NUSC vs FNDB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.30B
FNDB
$1.30B
Expense Ratio
NUSC
0.31%
Winner
FNDB
0.25%
Max Drawdown
NUSC
42.32%
Winner
FNDB
38.17%
Sharpe Ratio
NUSC
1.20
Winner
FNDB
2.24
5Y Beta
NUSC
1.04
Winner
FNDB
0.78
P/E Ratio
NUSC
75.32
Winner
FNDB
25.02
Forward P/E
NUSC
16.13
Winner
FNDB
15.46
5Y Dividends CAGR
Winner
NUSC
14.55%
FNDB
6.87%
5Y EPS CAGR
Winner
NUSC
12.96%
FNDB
12.71%
Debt to Equity
NUSC
N/A
FNDB
39.04%
P/S Ratio
Winner
NUSC
1.26
FNDB
1.37
P/B Ratio
Winner
NUSC
2.46
FNDB
2.78
NUSC vs FNDB - Holdings Comparison
NUSC and FNDB have 282 common holdings. Overlap is 4.77%
NUSC's top 25 holdings weight is 21.95%. FNDB's top 25 holdings weight is 31.95%.
| Rank | NUSC | FNDB |
|---|---|---|
| #1 | NVENT ELECTRIC PLC (NVT) - 1.52% | APPLE INC (AAPL) - 3.84% |
| #2 | TECHNIPFMC PLC (n/a) - 1.32% | EXXON MOBIL CORP (XOM) - 2.67% |
| #3 | CARPENTER TECHNOLOGY CORP (CRS) - 1.24% | MICROSOFT CORP (MSFT) - 1.98% |
| #4 | MODINE MANUFACTURING CO (MOD) - 1.16% | ALPHABET INC CLASS A (GOOGL) - 1.87% |
| #5 | ATI INC (ATI) - 1.14% | CHEVRON CORP (CVX) - 1.73% |
| #6 | HOST HOTELS & RESORTS INC (HST) - 1.11% | ALPHABET INC CLASS C (GOOG) - 1.49% |
| #7 | STERLING INFRASTRUCTURE INC (STRL) - 1.06% | AMAZON.COM INC (AMZN) - 1.46% |
| #8 | MODERNA INC (MRNA) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46% |
| #9 | EAST WEST BANCORP INC (EWBC) - 1.04% | JPMORGAN CHASE & CO (JPM) - 1.39% |
| #10 | RAMBUS INC (RMBS) - 1.01% | META PLATFORMS INC CLASS A (META) - 1.20% |
| #11 | TD SYNNEX CORP (SNX) - 0.99% | WALMART INC (WMT) - 1.10% |
| #12 | IONIS PHARMACEUTICALS INC (IONS) - 0.87% | VERIZON COMMUNICATIONS INC (VZ) - 1.08% |
| #13 | AGNC INVESTMENT CORP (AGNC) - 0.86% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #14 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.85% | INTEL CORP (INTC) - 1.01% |
| #15 | POPULAR INC (BPOP) - 0.81% | UNITEDHEALTH GROUP INC (UNH) - 1.01% |
| #16 | SERVICE CORP INTERNATIONAL (SCI) - 0.80% | AT&T INC (T) - 0.97% |
| #17 | CARETRUST REIT INC (CTRE) - 0.75% | BANK OF AMERICA CORP (BAC) - 0.83% |
| #18 | FABRINET (FN) - 0.75% | CITIGROUP INC (C) - 0.79% |
| #19 | ARAMARK (ARMK) - 0.73% | CONOCOPHILLIPS (COP) - 0.77% |
| #20 | ENPHASE ENERGY INC (ENPH) - 0.70% | CVS HEALTH CORP (CVS) - 0.74% |
| #21 | HALOZYME THERAPEUTICS INC (HALO) - 0.45% | PFIZER INC (PFE) - 0.73% |
| #22 | ONTO INNOVATION INC (ONTO) - 0.44% | VALERO ENERGY CORP (VLO) - 0.71% |
| #23 | LAMB WESTON HOLDINGS INC (LW) - 0.44% | WELLS FARGO & CO (WFC) - 0.71% |
| #24 | US FOODS HOLDING CORP (USFD) - 0.43% | COMCAST CORP CLASS A (CMCSA) - 0.69% |
| #25 | OLD NATIONAL BANCORP (ONB) - 0.43% | MERCK & CO INC (MRK) - 0.68% |
| Total Holdings | 396 | 1639 |
NUSC vs FNDB - Historical Returns
Returns include dividend reinvestment.
1M
NUSC
+0.61%
Winner
FNDB
+1.69%
3M
NUSC
+5.99%
Winner
FNDB
+7.97%
6M
NUSC
+10.49%
Winner
FNDB
+13.62%
1Y
NUSC
+25.73%
Winner
FNDB
+31.82%
5Y(CAGR)
NUSC
+4.35%
Winner
FNDB
+12.19%
10Y(CAGR)
NUSC
+9.62%
Winner
FNDB
+13.85%
Max(CAGR)
NUSC
+9.62%
Winner
FNDB
+12.92%
NUSC vs FNDB - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | FNDB |
|---|---|---|
| 2026 | +9.84% | +12.52% |
| 2025 | +7.75% | +16.53% |
| 2024 | +8.90% | +16.33% |
| 2023 | +16.05% | +18.60% |
| 2022 | -18.60% | -8.14% |
| 2021 | +19.12% | +33.35% |
| 2020 | +23.44% | +8.70% |
| 2019 | +26.57% | +28.05% |
| 2018 | -10.13% | -8.85% |
| 2017 | +16.50% | +15.90% |
| 2016 | -0.60% | +18.38% |
| 2015 | N/A | -2.93% |
| 2014 | N/A | +12.96% |
| 2013 | N/A | +11.99% |
NUSC vs FNDB Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for FNDB was -38.17%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The current NUSC drawdown is -2.59%. The current FNDB drawdown is -1.61%.
| Rank | NUSC | FNDB |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -38.17% Feb 12, 2020 - Nov 13, 2020 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -20.05% Sep 21, 2018 - Jul 3, 2019 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -19.28% Jan 12, 2022 - Jul 13, 2023 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -16.83% Nov 29, 2024 - Jul 3, 2025 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -14.83% May 21, 2015 - Apr 27, 2016 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -10.42% Jul 31, 2023 - Dec 8, 2023 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -10.39% Jan 26, 2018 - Aug 21, 2018 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -7.80% Sep 18, 2014 - Nov 6, 2014 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -6.96% Jul 24, 2019 - Sep 11, 2019 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -6.51% Dec 31, 2013 - Mar 4, 2014 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -6.47% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -6.29% Feb 11, 2026 - Apr 16, 2026 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -5.83% Jun 8, 2021 - Aug 11, 2021 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -5.73% Nov 8, 2021 - Dec 27, 2021 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -5.46% Jun 8, 2016 - Jul 8, 2016 |
Correlation
Correlation between NUSC and FNDB is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2013 - 2026)
NUSC vs FNDB dividend yield comparison.
| Year | NUSC | FNDB |
|---|---|---|
| 2026 | 0.00% | 0.35% |
| 2025 | 1.05% | 1.62% |
| 2024 | 1.15% | 1.74% |
| 2023 | 1.11% | 1.80% |
| 2022 | 1.16% | 1.98% |
| 2021 | 7.06% | 1.63% |
| 2020 | 0.52% | 2.15% |
| 2019 | 0.90% | 2.23% |
| 2018 | 3.95% | 2.41% |
| 2017 | 0.94% | 1.91% |
| 2016 | 0.00% | 2.06% |
| 2015 | 0.00% | 2.26% |
| 2014 | 0.00% | 1.65% |
| 2013 | 0.00% | 0.61% |
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