NUSC vs PKW
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and INVESCO BUYBACK ACHIEVERS ETF (PKW, ETF).
5-Year PerformancePKW has outperformed NUSC, delivering a return of +10.4% compared to +4.9%
NUSC vs PKW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.60B
PKW
$1.60B
Expense Ratio
Winner
NUSC
0.31%
PKW
0.62%
Max Drawdown
Winner
NUSC
42.32%
PKW
55.28%
Sharpe Ratio
Winner
NUSC
1.34
PKW
0.96
5Y Beta
NUSC
1.04
Winner
PKW
0.82
P/E Ratio
NUSC
76.10
Winner
PKW
16.85
Forward P/E
NUSC
15.62
Winner
PKW
11.33
5Y Dividends CAGR
Winner
NUSC
14.55%
PKW
4.77%
5Y EPS CAGR
Winner
NUSC
12.65%
PKW
9.74%
Debt to Equity
NUSC
N/A
PKW
56.08%
P/S Ratio
NUSC
1.28
Winner
PKW
1.18
P/B Ratio
NUSC
2.48
Winner
PKW
2.29
NUSC vs PKW - Holdings Comparison
NUSC and PKW have 32 common holdings. Overlap is 4.14%
NUSC's top 25 holdings weight is 21.73%. PKW's top 25 holdings weight is 60.10%.
| Rank | NUSC | PKW |
|---|---|---|
| #1 | ATI INC (ATI) - 1.31% | CITIGROUP INC (C) - 5.53% |
| #2 | TD SYNNEX CORP (SNX) - 1.17% | ADOBE INC (ADBE) - 5.15% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 1.16% | WELLS FARGO & CO (WFC) - 4.77% |
| #4 | NVENT ELECTRIC PLC (NVT) - 1.14% | n/a (JCI) - 4.53% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 1.14% | MARATHON PETROLEUM CORP (MPC) - 3.72% |
| #6 | HOST HOTELS & RESORTS INC (HST) - 1.05% | GENERAL MOTORS CO (GM) - 3.59% |
| #7 | MODINE MANUFACTURING CO (MOD) - 1.03% | HCA HEALTHCARE INC (HCA) - 3.03% |
| #8 | EAST WEST BANCORP INC (EWBC) - 1.02% | AFLAC INC (AFL) - 2.71% |
| #9 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.99% | EBAY INC (EBAY) - 2.34% |
| #10 | RAMBUS INC (RMBS) - 0.97% | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.24% |
| #11 | VIATRIS INC (VTRS) - 0.97% | PAYPAL HOLDINGS INC (PYPL) - 2.16% |
| #12 | NEXTPOWER INC CLASS A (NXT) - 0.96% | ELECTRONIC ARTS INC (EA) - 2.16% |
| #13 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.89% | AMERICAN INTERNATIONAL GROUP INC (AIG) - 1.90% |
| #14 | AGNC INVESTMENT CORP (AGNC) - 0.88% | JABIL INC (JBL) - 1.73% |
| #15 | ARROW ELECTRONICS INC (ARW) - 0.87% | THE KROGER CO (KR) - 1.61% |
| #16 | IONIS PHARMACEUTICALS INC (IONS) - 0.85% | D.R. HORTON INC (DHI) - 1.56% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.79% | FISERV INC (FISV) - 1.56% |
| #18 | POPULAR INC (BPOP) - 0.77% | IQVIA HOLDINGS INC (IQV) - 1.49% |
| #19 | SERVICE CORP INTERNATIONAL (SCI) - 0.75% | M&T BANK CORP (MTB) - 1.40% |
| #20 | FLOWSERVE CORP (FLS) - 0.75% | TAPESTRY INC (TPR) - 1.33% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.46% | NRG ENERGY INC (NRG) - 1.27% |
| #22 | n/a (HIMS) - 0.46% | AERCAP HOLDINGS NV (AER) - 1.23% |
| #23 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.45% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.08% |
| #24 | MERCURY SYSTEMS INC (MRCY) - 0.45% | SYNCHRONY FINANCIAL (SYF) - 1.01% |
| #25 | GLACIER BANCORP INC (GBCI) - 0.45% | FIRST CITIZENS BANCSHARES INC CLASS A (FCNCA) - 1.00% |
| Total Holdings | 370 | 228 |
NUSC vs PKW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+3.23%
PKW
+2.07%
3M
Winner
NUSC
+13.56%
PKW
+6.04%
6M
Winner
NUSC
+11.49%
PKW
+2.72%
1Y
Winner
NUSC
+28.09%
PKW
+16.22%
5Y(CAGR)
NUSC
+4.89%
Winner
PKW
+10.43%
10Y(CAGR)
NUSC
+9.84%
Winner
PKW
+13.03%
Max(CAGR)
NUSC
+9.84%
Winner
PKW
+10.37%
NUSC vs PKW - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | PKW |
|---|---|---|
| 2026 | +12.50% | +2.86% |
| 2025 | +7.75% | +17.82% |
| 2024 | +8.90% | +16.80% |
| 2023 | +16.05% | +17.54% |
| 2022 | -18.60% | -10.32% |
| 2021 | +19.12% | +34.49% |
| 2020 | +23.44% | +7.44% |
| 2019 | +26.57% | +33.50% |
| 2018 | -10.13% | -11.24% |
| 2017 | +16.50% | +17.10% |
| 2016 | -0.60% | +14.54% |
| 2015 | N/A | -4.08% |
| 2014 | N/A | +13.67% |
| 2013 | N/A | +42.23% |
| 2012 | N/A | +12.86% |
| 2011 | N/A | +8.67% |
| 2010 | N/A | +16.47% |
| 2009 | N/A | +29.66% |
| 2008 | N/A | -32.24% |
| 2007 | N/A | -1.83% |
| 2006 | N/A | -0.20% |
NUSC vs PKW Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for PKW was -54.59%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current NUSC drawdown is -1.07%. The current PKW drawdown is -0.87%.
| Rank | NUSC | PKW |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -54.59% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -40.91% Jan 17, 2020 - Nov 24, 2020 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -23.51% Nov 5, 2021 - Dec 13, 2023 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -21.23% Jan 26, 2018 - Apr 16, 2019 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -20.91% Nov 29, 2024 - Jul 1, 2025 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -20.18% Feb 24, 2015 - Nov 14, 2016 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -17.67% May 12, 2011 - Jan 18, 2012 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -8.99% May 1, 2012 - Aug 16, 2012 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -8.93% May 3, 2019 - Jul 3, 2019 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -8.49% Sep 18, 2014 - Nov 6, 2014 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -7.86% Feb 18, 2026 - Apr 17, 2026 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -7.72% Jul 24, 2019 - Oct 24, 2019 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -7.34% Dec 31, 2013 - Feb 26, 2014 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -6.79% Oct 27, 2025 - Dec 11, 2025 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -6.41% Feb 22, 2007 - Apr 18, 2007 |
Correlation
Correlation between NUSC and PKW is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
NUSC vs PKW dividend yield comparison.
| Year | NUSC | PKW |
|---|---|---|
| 2026 | 0.00% | 0.34% |
| 2025 | 1.05% | 0.99% |
| 2024 | 1.15% | 0.86% |
| 2023 | 1.11% | 1.17% |
| 2022 | 1.16% | 1.22% |
| 2021 | 7.06% | 0.72% |
| 2020 | 0.52% | 1.48% |
| 2019 | 0.90% | 1.30% |
| 2018 | 3.95% | 1.30% |
| 2017 | 0.94% | 0.65% |
| 2016 | 0.00% | 1.59% |
| 2015 | 0.00% | 1.14% |
| 2014 | 0.00% | 1.03% |
| 2013 | 0.00% | 0.62% |
| 2012 | 0.00% | 1.25% |
| 2011 | 0.00% | 0.85% |
| 2010 | 0.00% | 0.30% |
| 2009 | 0.00% | 1.29% |
| 2008 | 0.00% | 1.58% |
| 2007 | 0.00% | 0.27% |
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