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NYF vs NUSC

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and NUVEEN ESG SMALL-CAP ETF (NUSC, ETF).

5-Year PerformanceNUSC has outperformed NYF, delivering a return of +4.3% compared to +0.8%

NYF vs NUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NYF
$1.30B
NUSC
$1.30B
Expense Ratio
Winner
NYF
0.09%
NUSC
0.31%
Max Drawdown
Winner
NYF
14.77%
NUSC
42.32%
Sharpe Ratio
NYF
0.99
Winner
NUSC
1.20
5Y Beta
Winner
NYF
0.02
NUSC
1.04
P/E Ratio
NYF
N/A
NUSC
75.32
Forward P/E
NYF
N/A
NUSC
16.13
5Y Dividends CAGR
NYF
8.01%
Winner
NUSC
14.55%
5Y EPS CAGR
NYF
N/A
NUSC
12.96%
P/S Ratio
NYF
N/A
NUSC
1.26
P/B Ratio
NYF
N/A
NUSC
2.46

NYF vs NUSC - Historical Returns

Returns include dividend reinvestment.

1M
NYF
+0.48%
Winner
NUSC
+0.61%
3M
NYF
+0.19%
Winner
NUSC
+5.99%
6M
NYF
+1.72%
Winner
NUSC
+10.49%
1Y
NYF
+6.48%
Winner
NUSC
+25.73%
5Y(CAGR)
NYF
+0.81%
Winner
NUSC
+4.35%
10Y(CAGR)
NYF
+1.81%
Winner
NUSC
+9.62%
Max(CAGR)
NYF
+3.12%
Winner
NUSC
+9.62%

NYF vs NUSC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNYFNUSC
2026+1.23%+9.84%
2025+3.58%+7.75%
2024+1.13%+8.90%
2023+5.65%+16.05%
2022-7.67%-18.60%
2021+1.44%+19.12%
2020+4.04%+23.44%
2019+6.55%+26.57%
2018+0.84%-10.13%
2017+4.85%+16.50%
2016-0.48%-0.60%
2015+3.19%N/A
2014+9.68%N/A
2013-3.69%N/A
2012+6.29%N/A
2011+12.05%N/A
2010-0.25%N/A
2009+10.67%N/A
2008+0.33%N/A
2007+1.41%N/A

NYF vs NUSC Drawdown Comparison

The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.

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

The current NYF drawdown is -0.64%. The current NUSC drawdown is -2.59%.

RankNYFNUSC
#1-13.12%
Mar 9, 2020 - Jul 30, 2020
-41.49%
Jan 16, 2020 - Oct 8, 2020
#2-12.72%
Jul 20, 2021 - Sep 11, 2025
-28.78%
Nov 5, 2021 - Oct 16, 2024
#3-10.51%
Apr 14, 2008 - Jan 12, 2009
-26.92%
Nov 25, 2024 - Dec 10, 2025
#4-10.42%
Nov 29, 2012 - May 29, 2014
-25.22%
Aug 29, 2018 - Dec 18, 2019
#5-8.68%
Mar 30, 2009 - Oct 1, 2009
-10.10%
Feb 20, 2026 - Apr 17, 2026
#6-7.52%
Aug 27, 2010 - Jul 6, 2011
-8.52%
Mar 15, 2021 - Apr 28, 2021
#7-6.04%
Jul 5, 2016 - Aug 30, 2017
-8.34%
Jan 23, 2018 - May 16, 2018
#8-5.50%
Mar 17, 2009 - Mar 30, 2009
-8.11%
Jun 8, 2021 - Nov 1, 2021
#9-4.55%
Oct 20, 2009 - Jul 2, 2010
-6.32%
Apr 28, 2021 - Jun 7, 2021
#10-4.55%
Jan 23, 2008 - Apr 9, 2008
-5.56%
Feb 24, 2021 - Mar 10, 2021
#11-3.39%
Mar 4, 2009 - Mar 11, 2009
-5.37%
Jul 25, 2017 - Sep 18, 2017
#12-3.04%
Jan 15, 2009 - Feb 6, 2009
-5.21%
Oct 12, 2020 - Nov 5, 2020
#13-2.85%
Oct 6, 2009 - Oct 16, 2009
-4.52%
Nov 11, 2024 - Nov 25, 2024
#14-2.76%
Feb 27, 2026 - Mar 24, 2026
-4.48%
Apr 26, 2017 - Jun 13, 2017
#15-2.70%
Jan 30, 2015 - Oct 30, 2015
-4.41%
May 6, 2026 - May 26, 2026

Correlation

Correlation between NYF and NUSC is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2007 - 2026)

NYF vs NUSC dividend yield comparison.

YearNYFNUSC
20261.30%0.00%
20252.99%1.05%
20242.77%1.15%
20232.36%1.11%
20222.04%1.16%
20211.85%7.06%
20201.98%0.52%
20192.19%0.90%
20182.48%3.95%
20172.46%0.94%
20162.43%0.00%
20152.60%0.00%
20142.81%0.00%
20133.05%0.00%
20123.10%0.00%
20113.37%0.00%
20103.73%0.00%
20093.64%0.00%
20083.80%0.00%
20070.88%0.00%

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