NUSC vs SOXS

Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceNUSC has outperformed SOXS, delivering a return of +6.2% compared to -79.4%

NUSC vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUSC(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.31%	N/A
Max Drawdown	42.32%	100.00%
Sharpe Ratio	1.18	-1.86
5Y Beta	1.04	0.00
P/E Ratio	64.91	N/A
Forward P/E	16.16	N/A
5Y Dividends CAGR	14.55%	N/A
5Y EPS CAGR	13.71%	N/A
P/S Ratio	1.21	N/A
P/B Ratio	2.52	N/A

Net Assets

NUSC

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

NUSC

0.31%

SOXS

N/A

Max Drawdown

Winner

NUSC

42.32%

SOXS

100.00%

Sharpe Ratio

Winner

NUSC

1.18

SOXS

-1.86

5Y Beta

NUSC

1.04

Winner

SOXS

0.00

P/E Ratio

NUSC

64.91

SOXS

N/A

Forward P/E

NUSC

16.16

SOXS

N/A

5Y Dividends CAGR

NUSC

14.55%

SOXS

N/A

5Y EPS CAGR

NUSC

13.71%

SOXS

N/A

P/S Ratio

NUSC

1.21

SOXS

N/A

P/B Ratio

NUSC

2.52

SOXS

N/A

NUSC vs SOXS - Holdings Comparison

NUSC and SOXS have 0 common holdings. Overlap is 0.00%

NUSC's top 25 holdings weight is 19.86%. SOXS's top 25 holdings weight is 112.23%.

Rank	NUSC	SOXS
#1	ATI INC (ATI) - 1.28%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 58.55%
#2	NVENT ELECTRIC PLC (NVT) - 1.08%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 37.92%
#3	HOST HOTELS & RESORTS INC (HST) - 1.06%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 15.76%
#4	VIATRIS INC (VTRS) - 1.06%	N/A
#5	TD SYNNEX CORP (SNX) - 1.05%	N/A
#6	EAST WEST BANCORP INC (EWBC) - 1.03%	N/A
#7	RENAISSANCERE HOLDINGS LTD (RNR) - 0.95%	N/A
#8	AGNC INVESTMENT CORP (AGNC) - 0.88%	N/A
#9	SERVICE CORP INTERNATIONAL (SCI) - 0.86%	N/A
#10	ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.83%	N/A
#11	POPULAR INC (BPOP) - 0.83%	N/A
#12	ARROW ELECTRONICS INC (ARW) - 0.82%	N/A
#13	STERLING INFRASTRUCTURE INC (STRL) - 0.81%	N/A
#14	MEDPACE HOLDINGS INC (MEDP) - 0.73%	N/A
#15	MURPHY USA INC (MUSA) - 0.73%	N/A
#16	FACTSET RESEARCH SYSTEMS INC (FDS) - 0.72%	N/A
#17	FLOWSERVE CORP (FLS) - 0.71%	N/A
#18	TTM TECHNOLOGIES INC (TTMI) - 0.70%	N/A
#19	LATTICE SEMICONDUCTOR CORP (LSCC) - 0.70%	N/A
#20	MODINE MANUFACTURING CO (MOD) - 0.70%	N/A
#21	PROCORE TECHNOLOGIES INC (PCOR) - 0.47%	N/A
#22	GLAUKOS CORP (GKOS) - 0.47%	N/A
#23	NEW YORK TIMES CO CLASS A (NYT) - 0.47%	N/A
#24	CROCS INC (CROX) - 0.46%	N/A
#25	GLACIER BANCORP INC (GBCI) - 0.46%	N/A
Total Holdings	364	3

NUSC vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	NUSC	SOXS
1 month	+0.93%	+4.21%
3 months	+6.45%	-42.74%
6 months	+7.24%	-85.93%
1 year	+25.12%	-96.71%
5 years(CAGR)	+6.21%	-79.37%
10 years(CAGR)	+9.94%	-78.01%
Max(CAGR)	+9.94%	-70.89%

NUSC

+0.93%

Winner

SOXS

+4.21%

Winner

NUSC

+6.45%

SOXS

-42.74%

Winner

NUSC

+7.24%

SOXS

-85.93%

Winner

NUSC

+25.12%

SOXS

-96.71%

5Y(CAGR)

Winner

NUSC

+6.21%

SOXS

-79.37%

10Y(CAGR)

Winner

NUSC

+9.94%

SOXS

-78.01%

Max(CAGR)

Winner

NUSC

+9.94%

SOXS

-70.89%

NUSC vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	NUSC	SOXS
2026	+15.19%	-91.30%
2025	+7.75%	-85.29%
2024	+8.90%	-63.31%
2023	+16.05%	-85.08%
2022	-18.60%	+22.94%
2021	+19.12%	-81.18%
2020	+23.44%	-92.42%
2019	+26.57%	-83.37%
2018	-10.13%	-12.21%
2017	+16.50%	-69.30%
2016	-0.60%	-74.03%
2015	N/A	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

NUSC vs SOXS Drawdown Comparison

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

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current NUSC drawdown is -2.46%. The current SOXS drawdown is -100.00%.

Rank	NUSC	SOXS
#1	-41.49% Jan 16, 2020 - Oct 8, 2020	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-28.78% Nov 5, 2021 - Oct 16, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-26.92% Nov 25, 2024 - Dec 10, 2025	N/A
#4	-25.22% Aug 29, 2018 - Dec 18, 2019	N/A
#5	-10.10% Feb 20, 2026 - Apr 17, 2026	N/A
#6	-8.52% Mar 15, 2021 - Apr 28, 2021	N/A
#7	-8.34% Jan 23, 2018 - May 16, 2018	N/A
#8	-8.11% Jun 8, 2021 - Nov 1, 2021	N/A
#9	-6.32% Apr 28, 2021 - Jun 7, 2021	N/A
#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

Correlation

Correlation between NUSC and SOXS is -0.62 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.62

-101

Dividend Comparison (2010 - 2026)

NUSC vs SOXS dividend yield comparison.

Year	NUSC	SOXS
2026	0.00%	6.96%
2025	1.05%	10.80%
2024	1.15%	5.45%
2023	1.11%	9.22%
2022	1.16%	0.19%
2021	7.06%	0.00%
2020	0.52%	3.58%
2019	0.90%	2.30%
2018	3.95%	0.76%
2017	0.94%	0.00%
2011	0.00%	1.31%
2010	0.00%	4.56%