NUSC vs UTES
Comparison between NUVEEN ESG SMALL-CAP ETF (NUSC, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed NUSC, delivering a return of +12.4% compared to +6.2%
NUSC vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSC
$1.30B
UTES
$1.30B
Expense Ratio
Winner
NUSC
0.31%
UTES
0.49%
Max Drawdown
NUSC
42.32%
Winner
UTES
35.71%
Sharpe Ratio
Winner
NUSC
1.18
UTES
-0.35
5Y Beta
NUSC
1.04
Winner
UTES
0.69
P/E Ratio
NUSC
64.91
Winner
UTES
26.04
Forward P/E
Winner
NUSC
16.16
UTES
18.60
PEG Ratio
NUSC
N/A
UTES
1.13
5Y Dividends CAGR
Winner
NUSC
14.55%
UTES
1.74%
5Y EPS CAGR
Winner
NUSC
13.71%
UTES
6.05%
Debt to Equity
NUSC
N/A
UTES
220.07%
P/S Ratio
Winner
NUSC
1.21
UTES
2.87
P/B Ratio
Winner
NUSC
2.52
UTES
2.91
NUSC vs UTES - Holdings Comparison
NUSC and UTES have 0 common holdings. Overlap is 0.00%
NUSC's top 25 holdings weight is 19.86%. UTES's top 25 holdings weight is 99.14%.
| Rank | NUSC | UTES |
|---|---|---|
| #1 | ATI INC (ATI) - 1.28% | CONSTELLATION ENERGY CORP (CEG) - 11.88% |
| #2 | NVENT ELECTRIC PLC (NVT) - 1.08% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.78% |
| #3 | HOST HOTELS & RESORTS INC (HST) - 1.06% | VISTRA CORP (VST) - 9.91% |
| #4 | VIATRIS INC (VTRS) - 1.06% | XCEL ENERGY INC (XEL) - 7.15% |
| #5 | TD SYNNEX CORP (SNX) - 1.05% | CENTERPOINT ENERGY INC (CNP) - 6.44% |
| #6 | EAST WEST BANCORP INC (EWBC) - 1.03% | ALLIANT ENERGY CORP (LNT) - 4.75% |
| #7 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.95% | ENTERGY CORP (ETR) - 4.73% |
| #8 | AGNC INVESTMENT CORP (AGNC) - 0.88% | NISOURCE INC (NI) - 4.71% |
| #9 | SERVICE CORP INTERNATIONAL (SCI) - 0.86% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.66% |
| #10 | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.83% | IDACORP INC (IDA) - 4.64% |
| #11 | POPULAR INC (BPOP) - 0.83% | WEC ENERGY GROUP INC (WEC) - 4.31% |
| #12 | ARROW ELECTRONICS INC (ARW) - 0.82% | AMEREN CORP (AEE) - 4.00% |
| #13 | STERLING INFRASTRUCTURE INC (STRL) - 0.81% | NRG ENERGY INC (NRG) - 3.98% |
| #14 | MEDPACE HOLDINGS INC (MEDP) - 0.73% | NEXTERA ENERGY INC (NEE) - 3.98% |
| #15 | MURPHY USA INC (MUSA) - 0.73% | DTE ENERGY CO (DTE) - 3.89% |
| #16 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.72% | CMS ENERGY CORP (CMS) - 3.53% |
| #17 | FLOWSERVE CORP (FLS) - 0.71% | PINNACLE WEST CAPITAL CORP (PNW) - 2.93% |
| #18 | TTM TECHNOLOGIES INC (TTMI) - 0.70% | EVERGY INC (EVRG) - 1.87% |
| #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 | 18 |
NUSC vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSC
+0.93%
UTES
-7.31%
3M
Winner
NUSC
+6.45%
UTES
-7.44%
6M
Winner
NUSC
+7.24%
UTES
-10.61%
1Y
Winner
NUSC
+25.12%
UTES
-5.20%
5Y(CAGR)
NUSC
+6.21%
Winner
UTES
+12.43%
10Y(CAGR)
NUSC
+9.94%
Winner
UTES
+11.52%
Max(CAGR)
NUSC
+9.94%
Winner
UTES
+12.90%
NUSC vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | NUSC | UTES |
|---|---|---|
| 2026 | +15.19% | -7.47% |
| 2025 | +7.75% | +22.66% |
| 2024 | +8.90% | +43.95% |
| 2023 | +16.05% | -1.97% |
| 2022 | -18.60% | +1.90% |
| 2021 | +19.12% | +23.82% |
| 2020 | +23.44% | +1.59% |
| 2019 | +26.57% | +27.65% |
| 2018 | -10.13% | +6.28% |
| 2017 | +16.50% | +14.80% |
| 2016 | -0.60% | +16.95% |
| 2015 | N/A | +5.54% |
NUSC vs UTES Drawdown Comparison
The maximum drawdown for NUSC was -41.49%, occurring on Mar 23, 2020. Recovery took 184 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current NUSC drawdown is -2.46%. The current UTES drawdown is -14.38%.
| Rank | NUSC | UTES |
|---|---|---|
| #1 | -41.49% Jan 16, 2020 - Oct 8, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -28.78% Nov 5, 2021 - Oct 16, 2024 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -26.92% Nov 25, 2024 - Dec 10, 2025 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -25.22% Aug 29, 2018 - Dec 18, 2019 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -10.10% Feb 20, 2026 - Apr 17, 2026 | -14.38% Oct 15, 2025 - Aug 21, 2026 |
| #6 | -8.52% Mar 15, 2021 - Apr 28, 2021 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -8.34% Jan 23, 2018 - May 16, 2018 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -8.11% Jun 8, 2021 - Nov 1, 2021 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -6.32% Apr 28, 2021 - Jun 7, 2021 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -5.56% Feb 24, 2021 - Mar 10, 2021 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -5.37% Jul 25, 2017 - Sep 18, 2017 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -5.21% Oct 12, 2020 - Nov 5, 2020 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -4.52% Nov 11, 2024 - Nov 25, 2024 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -4.48% Apr 26, 2017 - Jun 13, 2017 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -4.41% May 6, 2026 - May 26, 2026 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between NUSC and UTES is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2015 - 2026)
NUSC vs UTES dividend yield comparison.
| Year | NUSC | UTES |
|---|---|---|
| 2026 | 0.00% | 0.77% |
| 2025 | 1.05% | 1.42% |
| 2024 | 1.15% | 1.51% |
| 2023 | 1.11% | 2.44% |
| 2022 | 1.16% | 2.13% |
| 2021 | 7.06% | 1.94% |
| 2020 | 0.52% | 2.09% |
| 2019 | 0.90% | 1.84% |
| 2018 | 3.95% | 2.09% |
| 2017 | 0.94% | 3.44% |
| 2016 | 0.00% | 3.53% |
| 2015 | 0.00% | 0.61% |
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