NUSC vs SPGM
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
5-Year PerformanceSPGM has outperformed NUSC, delivering a return of +11.3% compared to +4.9%
NUSC vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
NUSC
0.31%
Winner
SPGM
0.09%
Max Drawdown
NUSC
42.32%
Winner
SPGM
33.97%
Sharpe Ratio
NUSC
1.34
Winner
SPGM
1.68
5Y Beta
NUSC
1.04
Winner
SPGM
0.91
P/E Ratio
NUSC
76.10
Winner
SPGM
27.34
Forward P/E
Winner
NUSC
15.62
SPGM
20.03
5Y Dividends CAGR
Winner
NUSC
14.55%
SPGM
13.19%
5Y EPS CAGR
NUSC
12.65%
Winner
SPGM
23.07%
P/S Ratio
NUSC
1.28
Winner
SPGM
0.31
P/B Ratio
Winner
NUSC
2.48
SPGM
4.77
NUSC vs SPGM - Holdings Comparison
NUSC and SPGM have 89 common holdings. Overlap is 0.57%
NUSC's top 25 holdings weight is 21.73%. SPGM's top 25 holdings weight is 29.28%.
| Rank | NUSC | SPGM |
|---|---|---|
| #1 | ATI INC (ATI) - 1.31% | NVIDIA CORP (NVDA) - 4.15% |
| #2 | TD SYNNEX CORP (SNX) - 1.17% | APPLE INC (AAPL) - 3.64% |
| #3 | TTM TECHNOLOGIES INC (TTMI) - 1.16% | MICROSOFT CORP (MSFT) - 2.61% |
| #4 | NVENT ELECTRIC PLC (NVT) - 1.14% | AMAZON.COM INC (AMZN) - 1.85% |
| #5 | STERLING INFRASTRUCTURE INC (STRL) - 1.14% | ALPHABET INC CLASS A (GOOGL) - 1.53% |
| #6 | HOST HOTELS & RESORTS INC (HST) - 1.05% | ALPHABET INC CLASS C (GOOG) - 1.52% |
| #7 | MODINE MANUFACTURING CO (MOD) - 1.03% | BROADCOM INC (AVGO) - 1.40% |
| #8 | EAST WEST BANCORP INC (EWBC) - 1.02% | n/a (TSM) - 1.38% |
| #9 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.99% | META PLATFORMS INC CLASS A (META) - 1.29% |
| #10 | RAMBUS INC (RMBS) - 0.97% | TESLA INC (TSLA) - 1.06% |
| #11 | VIATRIS INC (VTRS) - 0.97% | JPMORGAN CHASE & CO (JPM) - 0.90% |
| #12 | NEXTPOWER INC CLASS A (NXT) - 0.96% | EXXON MOBIL CORP (XOM) - 0.80% |
| #13 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.89% | ELI LILLY AND CO (LLY) - 0.70% |
| #14 | AGNC INVESTMENT CORP (AGNC) - 0.88% | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% |
| #15 | ARROW ELECTRONICS INC (ARW) - 0.87% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% |
| #16 | IONIS PHARMACEUTICALS INC (IONS) - 0.85% | VISA INC CLASS A (V) - 0.58% |
| #17 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.79% | ASML HOLDING NV (n/a) - 0.56% |
| #18 | POPULAR INC (BPOP) - 0.77% | CHEVRON CORP (CVX) - 0.53% |
| #19 | SERVICE CORP INTERNATIONAL (SCI) - 0.75% | COSTCO WHOLESALE CORP (COST) - 0.52% |
| #20 | FLOWSERVE CORP (FLS) - 0.75% | WALMART INC (WMT) - 0.51% |
| #21 | NEW YORK TIMES CO CLASS A (NYT) - 0.46% | JOHNSON & JOHNSON (JNJ) - 0.51% |
| #22 | n/a (HIMS) - 0.46% | CHUBB LTD (CB) - 0.50% |
| #23 | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.45% | TENCENT HOLDINGS LTD (n/a) - 0.50% |
| #24 | MERCURY SYSTEMS INC (MRCY) - 0.45% | NESTLE SA (n/a) - 0.50% |
| #25 | GLACIER BANCORP INC (GBCI) - 0.45% | CATERPILLAR INC (CAT) - 0.45% |
| Total Holdings | 370 | 2333 |
NUSC vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+3.23%
SPGM
-0.09%
3M
Winner
NUSC
+13.56%
SPGM
+12.19%
6M
Winner
NUSC
+11.49%
SPGM
+9.88%
1Y
NUSC
+28.09%
Winner
SPGM
+28.35%
5Y(CAGR)
NUSC
+4.89%
Winner
SPGM
+11.26%
10Y(CAGR)
NUSC
+9.84%
Winner
SPGM
+13.27%
Max(CAGR)
NUSC
+9.84%
Winner
SPGM
+12.56%
NUSC vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | SPGM |
|---|---|---|
| 2026 | +12.50% | +9.92% |
| 2025 | +7.75% | +23.70% |
| 2024 | +8.90% | +17.65% |
| 2023 | +16.05% | +21.33% |
| 2022 | -18.60% | -17.95% |
| 2021 | +19.12% | +20.77% |
| 2020 | +23.44% | +14.24% |
| 2019 | +26.57% | +27.70% |
| 2018 | -10.13% | -8.85% |
| 2017 | +16.50% | +25.00% |
| 2016 | -0.60% | +12.47% |
| 2015 | N/A | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
NUSC vs SPGM Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current NUSC drawdown is -1.07%. The current SPGM drawdown is -2.70%.
| Rank | NUSC | SPGM |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between NUSC and SPGM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2012 - 2026)
NUSC vs SPGM dividend yield comparison.
| Year | NUSC | SPGM |
|---|---|---|
| 2026 | 0.00% | 0.79% |
| 2025 | 1.05% | 1.89% |
| 2024 | 1.15% | 1.98% |
| 2023 | 1.11% | 2.09% |
| 2022 | 1.16% | 2.37% |
| 2021 | 7.06% | 1.94% |
| 2020 | 0.52% | 1.45% |
| 2019 | 0.90% | 3.49% |
| 2018 | 3.95% | 3.77% |
| 2017 | 0.94% | 4.57% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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