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SPLB vs NUSC

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM CORPORATE BOND ETF (SPLB, ETF) and NUVEEN ESG SMALL-CAP ETF (NUSC, ETF).

5-Year PerformanceNUSC has outperformed SPLB, delivering a return of +4.3% compared to -1.9%

SPLB vs NUSC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPLB
$1.30B
NUSC
$1.30B
Expense Ratio
Winner
SPLB
0.04%
NUSC
0.31%
Max Drawdown
Winner
SPLB
40.25%
NUSC
42.32%
Sharpe Ratio
SPLB
0.31
Winner
NUSC
1.20
5Y Beta
Winner
SPLB
0.22
NUSC
1.04
P/E Ratio
SPLB
N/A
NUSC
75.32
Forward P/E
SPLB
N/A
NUSC
16.13
5Y Dividends CAGR
SPLB
4.35%
Winner
NUSC
14.55%
5Y EPS CAGR
SPLB
N/A
NUSC
12.96%
P/S Ratio
SPLB
N/A
NUSC
1.26
P/B Ratio
SPLB
N/A
NUSC
2.46

SPLB vs NUSC - Historical Returns

Returns include dividend reinvestment.

1M
SPLB
+0.36%
Winner
NUSC
+0.61%
3M
SPLB
-0.87%
Winner
NUSC
+5.99%
6M
SPLB
-0.21%
Winner
NUSC
+10.49%
1Y
SPLB
+6.21%
Winner
NUSC
+25.73%
5Y(CAGR)
SPLB
-1.93%
Winner
NUSC
+4.35%
10Y(CAGR)
SPLB
+2.21%
Winner
NUSC
+9.62%
Max(CAGR)
SPLB
+5.30%
Winner
NUSC
+9.62%

SPLB vs NUSC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearSPLBNUSC
2026+0.56%+9.84%
2025+7.00%+7.75%
2024-0.87%+8.90%
2023+9.99%+16.05%
2022-24.50%-18.60%
2021-1.19%+19.12%
2020+12.95%+23.44%
2019+23.01%+26.57%
2018-6.46%-10.13%
2017+12.35%+16.50%
2016+10.84%-0.60%
2015-5.93%N/A
2014+15.68%N/A
2013-5.10%N/A
2012+10.54%N/A
2011+16.73%N/A
2010+8.75%N/A
2009+20.91%N/A

SPLB vs NUSC Drawdown Comparison

The maximum drawdown for SPLB was -34.47%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

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

The current SPLB drawdown is -14.93%. The current NUSC drawdown is -2.59%.

RankSPLBNUSC
#1-34.47%
Sep 22, 2021 - Oct 24, 2022
-41.49%
Jan 16, 2020 - Oct 8, 2020
#2-27.95%
Mar 6, 2020 - Jul 7, 2020
-28.78%
Nov 5, 2021 - Oct 16, 2024
#3-13.99%
May 2, 2013 - May 1, 2014
-26.92%
Nov 25, 2024 - Dec 10, 2025
#4-12.29%
Jan 30, 2015 - Jun 8, 2016
-25.22%
Aug 29, 2018 - Dec 18, 2019
#5-10.67%
Aug 6, 2020 - Sep 22, 2021
-10.10%
Feb 20, 2026 - Apr 17, 2026
#6-9.87%
Dec 15, 2017 - Apr 10, 2019
-8.52%
Mar 15, 2021 - Apr 28, 2021
#7-9.71%
Jul 8, 2016 - Jun 21, 2017
-8.34%
Jan 23, 2018 - May 16, 2018
#8-7.96%
Aug 26, 2010 - May 17, 2011
-8.11%
Jun 8, 2021 - Nov 1, 2021
#9-6.61%
Sep 28, 2009 - Apr 27, 2010
-6.32%
Apr 28, 2021 - Jun 7, 2021
#10-5.11%
Aug 28, 2019 - Dec 13, 2019
-5.56%
Feb 24, 2021 - Mar 10, 2021
#11-5.00%
Aug 4, 2011 - Sep 22, 2011
-5.37%
Jul 25, 2017 - Sep 18, 2017
#12-4.94%
Oct 15, 2012 - Apr 26, 2013
-5.21%
Oct 12, 2020 - Nov 5, 2020
#13-4.83%
Nov 1, 2011 - Jan 17, 2012
-4.52%
Nov 11, 2024 - Nov 25, 2024
#14-4.68%
May 6, 2010 - Jul 16, 2010
-4.48%
Apr 26, 2017 - Jun 13, 2017
#15-4.46%
Aug 28, 2014 - Oct 14, 2014
-4.41%
May 6, 2026 - May 26, 2026

Correlation

Correlation between SPLB and NUSC is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2009 - 2026)

SPLB vs NUSC dividend yield comparison.

YearSPLBNUSC
20262.28%0.00%
20255.25%1.05%
20245.20%1.15%
20234.60%1.11%
20224.53%1.16%
20213.00%7.06%
20203.01%0.52%
20193.79%0.90%
20184.50%3.95%
20174.06%0.94%
20164.34%0.00%
20154.70%0.00%
20144.25%0.00%
20134.89%0.00%
20124.85%0.00%
20114.94%0.00%
20108.04%0.00%
20095.06%0.00%

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