PSC vs NUGO
Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceNUGO has outperformed PSC, delivering a return of +13.3% compared to +9.8%
PSC vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PSC
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
Winner
PSC
0.38%
NUGO
0.50%
Max Drawdown
PSC
47.89%
Winner
NUGO
38.01%
Sharpe Ratio
Winner
PSC
1.41
NUGO
0.71
5Y Beta
Winner
PSC
1.03
NUGO
1.27
P/E Ratio
Winner
PSC
24.83
NUGO
34.92
Forward P/E
Winner
PSC
16.02
NUGO
26.69
PEG Ratio
PSC
N/A
NUGO
0.10
5Y Dividends CAGR
PSC
-5.40%
NUGO
N/A
5Y EPS CAGR
PSC
19.30%
Winner
NUGO
39.98%
Debt to Equity
PSC
60.70%
Winner
NUGO
39.24%
P/S Ratio
Winner
PSC
1.37
NUGO
10.08
P/B Ratio
Winner
PSC
2.67
NUGO
13.28
PSC vs NUGO - Holdings Comparison
PSC and NUGO have 1 common holdings. Overlap is 0.36%
PSC's top 25 holdings weight is 15.72%. NUGO's top 25 holdings weight is 85.34%.
| Rank | PSC | NUGO |
|---|---|---|
| #1 | SEZZLE INC (SEZL) - 1.09% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 0.84% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.77% | APPLE INC (AAPL) - 9.12% |
| #4 | n/a (HIMS) - 0.72% | BROADCOM INC (AVGO) - 6.78% |
| #5 | ARGAN INC (AGX) - 0.71% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | WISDOMTREE INC (WT) - 0.71% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | BRINKER INTERNATIONAL INC (EAT) - 0.70% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | ENOVA INTERNATIONAL INC (ENVA) - 0.65% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | BLACK HILLS CORP (BKH) - 0.62% | TESLA INC (TSLA) - 3.07% |
| #10 | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 0.61% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | STONEX GROUP INC (SNEX) - 0.60% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | MYR GROUP INC (MYRG) - 0.60% | GE AEROSPACE (GE) - 1.91% |
| #13 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.59% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | FIRSTCASH HOLDINGS INC (FCFS) - 0.59% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | ENERSYS (ENS) - 0.58% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | MAREX GROUP LTD (MRX) - 0.58% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | n/a (TXG) - 0.56% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | CARETRUST REIT INC (CTRE) - 0.55% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | TEXAS CAPITAL BANCSHARES INC (TCBI) - 0.54% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | FRESHWORKS INC ORDINARY SHARES CLASS A (FRSH) - 0.53% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | SELECTIVE INSURANCE GROUP INC (SIGI) - 0.53% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | MOOG INC CLASS A (MOG-A) - 0.52% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | HEALTHEQUITY INC (HQY) - 0.52% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | PATTERSON-UTI ENERGY INC (PTEN) - 0.51% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.50% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 625 | 48 |
PSC vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
PSC
+2.11%
Winner
NUGO
+4.07%
3M
Winner
PSC
+8.97%
NUGO
+4.75%
6M
PSC
+14.78%
Winner
NUGO
+15.99%
1Y
Winner
PSC
+33.12%
NUGO
+17.81%
5Y(CAGR)
PSC
+9.77%
Winner
NUGO
+13.32%
10Y(CAGR)
PSC
+12.13%
NUGO
N/A
Max(CAGR)
PSC
+12.13%
Winner
NUGO
+13.32%
PSC vs NUGO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | PSC | NUGO |
|---|---|---|
| 2026 | +20.69% | +11.36% |
| 2025 | +13.28% | +14.52% |
| 2024 | +13.10% | +37.96% |
| 2023 | +19.25% | +46.20% |
| 2022 | -16.77% | -33.54% |
| 2021 | +33.74% | +7.78% |
| 2020 | +13.43% | N/A |
| 2019 | +20.08% | N/A |
| 2018 | -10.11% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +9.38% | N/A |
PSC vs NUGO Drawdown Comparison
The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current PSC drawdown is -0.57%. The current NUGO drawdown is -0.27%.
| Rank | PSC | NUGO |
|---|---|---|
| #1 | -46.69% Aug 29, 2018 - Nov 24, 2020 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -25.87% Nov 8, 2021 - Mar 1, 2024 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -23.49% Nov 25, 2024 - Sep 8, 2025 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -9.95% Jan 22, 2026 - Apr 17, 2026 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -9.37% Jul 16, 2024 - Oct 14, 2024 | -9.87% Jun 2, 2026 - Jul 29, 2026 |
| #6 | -9.19% Jan 23, 2018 - May 17, 2018 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -9.03% Jun 8, 2021 - Oct 25, 2021 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -8.59% Mar 15, 2021 - May 7, 2021 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #9 | -7.12% Mar 28, 2024 - Jul 11, 2024 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #10 | -7.12% Oct 8, 2025 - Nov 28, 2025 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #11 | -6.67% Sep 22, 2016 - Nov 14, 2016 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -5.90% Jul 27, 2017 - Sep 28, 2017 | -3.07% May 14, 2026 - May 28, 2026 |
| #13 | -5.57% Nov 11, 2024 - Nov 25, 2024 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #14 | -5.37% May 7, 2021 - May 27, 2021 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -4.61% Apr 27, 2017 - Jun 9, 2017 | -2.66% Jun 18, 2024 - Jul 3, 2024 |
Correlation
Correlation between PSC and NUGO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2016 - 2026)
PSC vs NUGO dividend yield comparison.
| Year | PSC | NUGO |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 0.67% | 0.00% |
| 2024 | 0.75% | 0.00% |
| 2023 | 0.73% | 0.19% |
| 2022 | 1.92% | 0.26% |
| 2021 | 1.45% | 0.00% |
| 2020 | 1.25% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 1.30% | 0.00% |
| 2017 | 0.95% | 0.00% |
| 2016 | 0.35% | 0.00% |
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