NUSC vs IAI
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF (IAI, ETF).
5-Year PerformanceIAI has outperformed NUSC, delivering a return of +13.6% compared to +5.9%
NUSC vs IAI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.30B
Winner
IAI
$1.40B
Expense Ratio
Winner
NUSC
0.31%
IAI
0.37%
Max Drawdown
Winner
NUSC
42.32%
IAI
75.80%
Sharpe Ratio
Winner
NUSC
1.38
IAI
0.38
5Y Beta
Winner
NUSC
1.04
IAI
1.07
P/E Ratio
NUSC
93.00
Winner
IAI
21.25
Forward P/E
Winner
NUSC
16.25
IAI
19.35
PEG Ratio
NUSC
N/A
IAI
0.48
5Y Dividends CAGR
Winner
NUSC
14.55%
IAI
12.58%
5Y EPS CAGR
Winner
NUSC
13.97%
IAI
11.97%
Debt to Equity
NUSC
N/A
IAI
74.98%
P/S Ratio
Winner
NUSC
1.24
IAI
3.22
P/B Ratio
Winner
NUSC
2.53
IAI
3.71
NUSC vs IAI - Holdings Comparison
NUSC and IAI have 4 common holdings. Overlap is 1.13%
NUSC's top 25 holdings weight is 19.86%. IAI's top 25 holdings weight is 97.41%.
| Rank | NUSC | IAI |
|---|---|---|
| #1 | ATI INC (ATI) - 1.28% | THE GOLDMAN SACHS GROUP INC (GS) - 20.52% |
| #2 | NVENT ELECTRIC PLC (NVT) - 1.08% | MORGAN STANLEY (MS) - 16.62% |
| #3 | HOST HOTELS & RESORTS INC (HST) - 1.06% | CHARLES SCHWAB CORP (SCHW) - 8.67% |
| #4 | VIATRIS INC (VTRS) - 1.06% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 5.24% |
| #5 | TD SYNNEX CORP (SNX) - 1.05% | MOODYS CORP (MCO) - 4.63% |
| #6 | EAST WEST BANCORP INC (EWBC) - 1.03% | S&P GLOBAL INC (SPGI) - 4.30% |
| #7 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.95% | INTERCONTINENTAL EXCHANGE INC (ICE) - 4.20% |
| #8 | AGNC INVESTMENT CORP (AGNC) - 0.88% | CME GROUP INC CLASS A (CME) - 3.83% |
| #9 | SERVICE CORP INTERNATIONAL (SCI) - 0.86% | INTERACTIVE BROKERS GROUP INC CLASS A (IBKR) - 3.73% |
| #10 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.83% | MSCI INC (MSCI) - 3.63% |
| #11 | POPULAR INC (BPOP) - 0.83% | NASDAQ INC (NDAQ) - 3.58% |
| #12 | ARROW ELECTRONICS INC (ARW) - 0.82% | COINBASE GLOBAL INC ORDINARY SHARES CLASS A (COIN) - 3.47% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.81% | RAYMOND JAMES FINANCIAL INC (RJF) - 2.59% |
| #14 | MEDPACE HOLDINGS INC (MEDP) - 0.73% | CBOE GLOBAL MARKETS INC (CBOE) - 2.53% |
| #15 | MURPHY USA INC (MUSA) - 0.73% | LPL FINANCIAL HOLDINGS INC (LPLA) - 2.33% |
| #16 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.72% | EVERCORE INC CLASS A (EVR) - 1.16% |
| #17 | FLOWSERVE CORP (FLS) - 0.71% | STIFEL FINANCIAL CORP (SF) - 1.06% |
| #18 | TTM TECHNOLOGIES INC (TTMI) - 0.70% | TRADEWEB MARKETS INC (TW) - 1.00% |
| #19 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.70% | JEFFERIES FINANCIAL GROUP INC (JEF) - 0.82% |
| #20 | MODINE MANUFACTURING CO (MOD) - 0.70% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.80% |
| #21 | PROCORE TECHNOLOGIES INC (PCOR) - 0.47% | STONEX GROUP INC (SNEX) - 0.70% |
| #22 | GLAUKOS CORP (GKOS) - 0.47% | HOULIHAN LOKEY INC CLASS A (HLI) - 0.67% |
| #23 | NEW YORK TIMES CO CLASS A (NYT) - 0.47% | PIPER SANDLER COS (PIPR) - 0.46% |
| #24 | CROCS INC (CROX) - 0.46% | MOELIS & CO CLASS A (MC) - 0.44% |
| #25 | GLACIER BANCORP INC (GBCI) - 0.46% | LAZARD INC (LAZ) - 0.43% |
| Total Holdings | 364 | 39 |
NUSC vs IAI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+2.54%
IAI
-0.14%
3M
Winner
NUSC
+6.99%
IAI
+6.12%
6M
Winner
NUSC
+8.49%
IAI
+7.90%
1Y
Winner
NUSC
+30.33%
IAI
+8.99%
5Y(CAGR)
NUSC
+5.85%
Winner
IAI
+13.57%
10Y(CAGR)
NUSC
+10.09%
Winner
IAI
+18.67%
Max(CAGR)
Winner
NUSC
+10.09%
IAI
+8.25%
NUSC vs IAI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | IAI |
|---|---|---|
| 2026 | +16.38% | +4.23% |
| 2025 | +7.75% | +25.49% |
| 2024 | +8.90% | +35.52% |
| 2023 | +16.05% | +14.79% |
| 2022 | -18.60% | -11.75% |
| 2021 | +19.12% | +41.17% |
| 2020 | +23.44% | +17.15% |
| 2019 | +26.57% | +23.36% |
| 2018 | -10.13% | -9.42% |
| 2017 | +16.50% | +27.80% |
| 2016 | -0.60% | +24.66% |
| 2015 | N/A | -0.96% |
| 2014 | N/A | +12.35% |
| 2013 | N/A | +61.82% |
| 2012 | N/A | +13.26% |
| 2011 | N/A | -28.09% |
| 2010 | N/A | +2.58% |
| 2009 | N/A | +39.54% |
| 2008 | N/A | -59.22% |
| 2007 | N/A | -5.34% |
| 2006 | N/A | +5.67% |
NUSC vs IAI Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for IAI was -75.46%, occurring on Nov 20, 2008. Recovery took 2385 trading sessions.
The current NUSC drawdown is -0.83%. The current IAI drawdown is -4.12%.
| Rank | NUSC | IAI |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -75.46% Jun 20, 2007 - Dec 7, 2016 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -40.38% Feb 20, 2020 - Nov 23, 2020 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -28.84% Nov 2, 2021 - Mar 4, 2024 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -23.98% Mar 12, 2018 - Nov 25, 2019 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -23.14% Feb 18, 2025 - Jun 18, 2025 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -19.73% May 9, 2006 - Oct 5, 2006 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -16.52% Jan 15, 2026 - Jul 6, 2026 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -12.16% Feb 7, 2007 - Jun 15, 2007 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -9.18% Jan 12, 2021 - Feb 16, 2021 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -8.41% Mar 1, 2017 - Jun 28, 2017 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -8.12% Feb 1, 2018 - Mar 6, 2018 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -7.77% Nov 27, 2024 - Jan 21, 2025 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -7.07% Aug 27, 2021 - Oct 15, 2021 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -7.01% Jul 26, 2024 - Aug 16, 2024 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -6.97% Nov 12, 2025 - Dec 9, 2025 |
Correlation
Correlation between NUSC and IAI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
NUSC vs IAI dividend yield comparison.
| Year | NUSC | IAI |
|---|---|---|
| 2026 | 0.00% | 0.62% |
| 2025 | 1.05% | 0.95% |
| 2024 | 1.15% | 1.05% |
| 2023 | 1.11% | 1.80% |
| 2022 | 1.16% | 2.14% |
| 2021 | 7.06% | 1.31% |
| 2020 | 0.52% | 1.55% |
| 2019 | 0.90% | 1.52% |
| 2018 | 3.95% | 1.58% |
| 2017 | 0.94% | 1.37% |
| 2016 | 0.00% | 1.49% |
| 2015 | 0.00% | 1.31% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 2.97% |
| 2011 | 0.00% | 1.25% |
| 2010 | 0.00% | 1.62% |
| 2009 | 0.00% | 0.57% |
| 2008 | 0.00% | 2.28% |
| 2007 | 0.00% | 0.68% |
| 2006 | 0.00% | 0.20% |
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