NUSC vs SPY
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NUSC, delivering a return of +13.0% compared to +6.0%
NUSC vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.30B
Winner
SPY
$781B
Expense Ratio
NUSC
0.31%
Winner
SPY
0.09%
Max Drawdown
Winner
NUSC
42.32%
SPY
56.47%
Sharpe Ratio
NUSC
1.16
Winner
SPY
1.24
5Y Beta
NUSC
1.04
Winner
SPY
1.00
P/E Ratio
NUSC
86.32
Winner
SPY
29.13
Forward P/E
Winner
NUSC
16.08
SPY
21.47
5Y Dividends CAGR
Winner
NUSC
14.55%
SPY
6.00%
5Y EPS CAGR
NUSC
13.87%
Winner
SPY
25.27%
Debt to Equity
NUSC
N/A
SPY
31.47%
P/S Ratio
Winner
NUSC
1.27
SPY
3.87
P/B Ratio
Winner
NUSC
2.51
SPY
5.70
NUSC vs SPY - Holdings Comparison
NUSC and SPY have 9 common holdings. Overlap is 0.16%
NUSC's top 25 holdings weight is 20.51%. SPY's top 25 holdings weight is 51.08%.
| Rank | NUSC | SPY |
|---|---|---|
| #1 | ATI INC (ATI) - 1.25% | NVIDIA CORP (NVDA) - 7.50% |
| #2 | NVENT ELECTRIC PLC (NVT) - 1.07% | APPLE INC (AAPL) - 6.58% |
| #3 | TD SYNNEX CORP (SNX) - 1.03% | MICROSOFT CORP (MSFT) - 4.29% |
| #4 | VIATRIS INC (VTRS) - 1.02% | AMAZON.COM INC (AMZN) - 3.61% |
| #5 | EAST WEST BANCORP INC (EWBC) - 1.01% | ALPHABET INC CLASS A (GOOGL) - 3.24% |
| #6 | IONIS PHARMACEUTICALS INC (IONS) - 1.00% | BROADCOM INC (AVGO) - 2.77% |
| #7 | HOST HOTELS & RESORTS INC (HST) - 0.97% | ALPHABET INC CLASS C (GOOG) - 2.58% |
| #8 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.96% | MICRON TECHNOLOGY INC (MU) - 2.01% |
| #9 | AGNC INVESTMENT CORP (AGNC) - 0.92% | META PLATFORMS INC CLASS A (META) - 1.91% |
| #10 | STERLING INFRASTRUCTURE INC (STRL) - 0.89% | TESLA INC (TSLA) - 1.83% |
| #11 | TTM TECHNOLOGIES INC (TTMI) - 0.86% | ADVANCED MICRO DEVICES INC (AMD) - 1.47% |
| #12 | MODINE MANUFACTURING CO (MOD) - 0.86% | ELI LILLY AND CO (LLY) - 1.47% |
| #13 | NEXTPOWER INC CLASS A (NXT) - 0.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% |
| #14 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.84% | JPMORGAN CHASE & CO (JPM) - 1.36% |
| #15 | RAMBUS INC (RMBS) - 0.81% | INTEL CORP (INTC) - 1.02% |
| #16 | POPULAR INC (BPOP) - 0.81% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #17 | SERVICE CORP INTERNATIONAL (SCI) - 0.78% | APPLIED MATERIALS INC (AMAT) - 0.89% |
| #18 | MURPHY USA INC (MUSA) - 0.76% | VISA INC CLASS A (V) - 0.88% |
| #19 | ARROW ELECTRONICS INC (ARW) - 0.76% | EXXON MOBIL CORP (XOM) - 0.88% |
| #20 | LATTICE SEMICONDUCTOR CORP (LSCC) - 0.74% | LAM RESEARCH CORP (LRCX) - 0.84% |
| #21 | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 0.47% | WALMART INC (WMT) - 0.77% |
| #22 | JFROG LTD ORDINARY SHARES (FROG) - 0.47% | CATERPILLAR INC (CAT) - 0.76% |
| #23 | MERCURY SYSTEMS INC (MRCY) - 0.46% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #24 | OLD NATIONAL BANCORP (ONB) - 0.46% | ABBVIE INC (ABBV) - 0.69% |
| #25 | NEW YORK TIMES CO CLASS A (NYT) - 0.46% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| Total Holdings | 368 | 502 |
NUSC vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+1.47%
SPY
+0.57%
3M
NUSC
+4.30%
Winner
SPY
+4.93%
6M
NUSC
+7.78%
Winner
SPY
+8.04%
1Y
Winner
NUSC
+23.67%
SPY
+19.66%
5Y(CAGR)
NUSC
+5.97%
Winner
SPY
+13.01%
10Y(CAGR)
NUSC
+9.86%
Winner
SPY
+14.98%
Max(CAGR)
Winner
NUSC
+9.86%
SPY
+8.47%
NUSC vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | SPY |
|---|---|---|
| 2026 | +13.37% | +9.38% |
| 2025 | +7.75% | +18.00% |
| 2024 | +8.90% | +25.59% |
| 2023 | +16.05% | +26.72% |
| 2022 | -18.60% | -18.64% |
| 2021 | +19.12% | +30.52% |
| 2020 | +23.44% | +17.28% |
| 2019 | +26.57% | +31.09% |
| 2018 | -10.13% | -5.24% |
| 2017 | +16.50% | +20.78% |
| 2016 | -0.60% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NUSC vs SPY Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NUSC drawdown is -1.88%. The current SPY drawdown is -1.89%.
| Rank | NUSC | SPY |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NUSC and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
NUSC vs SPY dividend yield comparison.
| Year | NUSC | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 1.05% | 1.07% |
| 2024 | 1.15% | 1.21% |
| 2023 | 1.11% | 1.40% |
| 2022 | 1.16% | 1.65% |
| 2021 | 7.06% | 1.20% |
| 2020 | 0.52% | 1.52% |
| 2019 | 0.90% | 1.75% |
| 2018 | 3.95% | 2.04% |
| 2017 | 0.94% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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