NUSC vs IBTI

Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceNUSC has outperformed IBTI, delivering a return of +4.9% compared to +0.2%

NUSC vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUSC(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.31%	0.07%
Max Drawdown	42.32%	20.83%
Sharpe Ratio	1.34	-0.36
5Y Beta	1.04	-0.02
P/E Ratio	76.10	N/A
Forward P/E	15.62	N/A
5Y Dividends CAGR	14.55%	36.89%
5Y EPS CAGR	12.65%	N/A
P/S Ratio	1.28	N/A
P/B Ratio	2.48	N/A

Net Assets

NUSC

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

NUSC

0.31%

Winner

IBTI

0.07%

Max Drawdown

NUSC

42.32%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

NUSC

1.34

IBTI

-0.36

5Y Beta

NUSC

1.04

Winner

IBTI

-0.02

P/E Ratio

NUSC

76.10

IBTI

N/A

Forward P/E

NUSC

15.62

IBTI

N/A

5Y Dividends CAGR

NUSC

14.55%

Winner

IBTI

36.89%

5Y EPS CAGR

NUSC

12.65%

IBTI

N/A

P/S Ratio

NUSC

1.28

IBTI

N/A

P/B Ratio

NUSC

2.48

IBTI

N/A

NUSC vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	NUSC	IBTI
1 month	+3.23%	+0.18%
3 months	+13.56%	+0.32%
6 months	+11.49%	+0.56%
1 year	+28.09%	+2.98%
5 years(CAGR)	+4.89%	+0.19%
10 years(CAGR)	+9.84%	N/A
Max(CAGR)	+9.84%	+0.21%

Winner

NUSC

+3.23%

IBTI

+0.18%

Winner

NUSC

+13.56%

IBTI

+0.32%

Winner

NUSC

+11.49%

IBTI

+0.56%

Winner

NUSC

+28.09%

IBTI

+2.98%

5Y(CAGR)

Winner

NUSC

+4.89%

IBTI

+0.19%

10Y(CAGR)

NUSC

+9.84%

IBTI

N/A

Max(CAGR)

Winner

NUSC

+9.84%

IBTI

+0.21%

NUSC vs IBTI - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NUSC	IBTI
2026	+12.50%	+0.27%
2025	+7.75%	+6.24%
2024	+8.90%	+2.84%
2023	+16.05%	+4.22%
2022	-18.60%	-10.75%
2021	+19.12%	-3.53%
2020	+23.44%	+3.65%
2019	+26.57%	N/A
2018	-10.13%	N/A
2017	+16.50%	N/A
2016	-0.60%	N/A

NUSC vs IBTI Drawdown Comparison

The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current NUSC drawdown is -1.07%. The current IBTI drawdown is -3.91%.

Rank	NUSC	IBTI
#1	-41.49% Jan 16, 2020 - Oct 8, 2020	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-28.78% Nov 5, 2021 - Oct 16, 2024	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-26.92% Nov 25, 2024 - Dec 10, 2025	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-25.22% Aug 29, 2018 - Dec 18, 2019	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-10.10% Feb 20, 2026 - Apr 17, 2026	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-8.52% Mar 15, 2021 - Apr 28, 2021	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-8.34% Jan 23, 2018 - May 16, 2018	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-8.11% Jun 8, 2021 - Nov 1, 2021	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-6.32% Apr 28, 2021 - Jun 7, 2021	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-5.56% Feb 24, 2021 - Mar 10, 2021	N/A
#11	-5.37% Jul 25, 2017 - Sep 18, 2017	N/A
#12	-5.21% Oct 12, 2020 - Nov 5, 2020	N/A
#13	-4.52% Nov 11, 2024 - Nov 25, 2024	N/A
#14	-4.48% Apr 26, 2017 - Jun 13, 2017	N/A
#15	-4.41% May 6, 2026 - May 26, 2026	N/A