- ISIN
- US67092P6079
- CUSIP
- 67092P607
- Issuer
- Nuveen
- Inception Date
- Dec 13, 2016
- Region
- North America (U.S.)
- Category
- Small Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- MSCI TIAA ESG USA Small Cap
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $1B
Share Price Chart
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Performance
NUSC Performance Chart
Nuveen ESG Small-Cap ETF (NUSC) is up 12.9% since the beginning of the year. NUSC is currently trading at $50 per share. Investors who bought $1,000 worth of NUSC shares 5 years ago would now be looking at an investment worth $1,257.
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Returns By Period
Nuveen ESG Small-Cap ETF (NUSC) has returned 12.88% so far this year and 27.41% over the past 12 months.
Nuveen ESG Small-Cap ETF
- 1D
- -0.57%
- 1M
- 3.77%
- YTD
- 12.88%
- 6M
- 12.74%
- 1Y
- 27.41%
- 3Y*
- 13.27%
- 5Y*
- 4.68%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
NUSC Monthly Returns History
Based on dividend-adjusted daily data since Dec 14, 2016, NUSC's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.
Historically, 63% of months were positive and 37% were negative. The best month was Nov 2020 with a return of +16.8%, while the worst month was Mar 2020 at -22.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.
On a daily basis, NUSC closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.2%, while the worst single day was Mar 16, 2020 at -15.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.99% | 1.87% | -5.64% | 8.58% | 2.52% | 0.48% | 12.88% | ||||||
| 2025 | 3.84% | -5.15% | -7.05% | -2.50% | 5.55% | 3.26% | 0.91% | 4.91% | 2.25% | 0.59% | 1.87% | -0.17% | 7.72% |
| 2024 | -3.04% | 5.64% | 3.85% | -7.29% | 4.12% | -2.02% | 8.67% | -0.61% | 0.82% | -1.45% | 8.93% | -7.93% | 8.29% |
| 2023 | 10.91% | -1.29% | -5.37% | -0.99% | -1.94% | 7.59% | 4.89% | -4.51% | -6.02% | -6.95% | 9.57% | 11.42% | 15.72% |
| 2022 | -7.21% | 1.49% | 0.71% | -8.31% | -0.77% | -9.49% | 10.82% | -3.00% | -9.09% | 10.97% | 4.10% | -6.69% | -17.73% |
| 2021 | 5.45% | 4.40% | 1.94% | 3.67% | 0.43% | 0.78% | -2.33% | 1.52% | -2.88% | 4.12% | -3.58% | 3.21% | 17.51% |
Benchmark Metrics
Nuveen ESG Small-Cap ETF has an annualized alpha of -3.47%, beta of 1.07, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since December 15, 2016.
- This ETF participated in 112.51% of S&P 500 Index downside but only 96.80% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.47% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.07 and R2 of 0.77, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -3.47%
- Beta
- 1.07
- R²
- 0.77
- Upside Capture
- 96.80%
- Downside Capture
- 112.51%
Expense Ratio
NUSC has an expense ratio of 0.30%, placing it in the medium range.
Return for Risk
Risk / Return Rank
NUSC ranks 51 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Nuveen ESG Small-Cap ETF (NUSC) and compare them to S&P 500 Index.
| NUSC | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.61 | 2.24 | -0.63 |
Sortino ratioReturn per unit of downside risk | 2.38 | 3.07 | -0.70 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.41 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.93 | -0.20 |
Martin ratioReturn relative to average drawdown | 9.81 | 13.52 | -3.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Nuveen ESG Small-Cap ETF provided a 0.93% dividend yield over the last twelve months, with an annual payout of $0.47 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.47 | $0.47 | $0.48 | $0.43 | $0.40 | $2.97 | $0.20 | $0.28 | $0.98 | $0.27 |
Dividend yield | 0.93% | 1.05% | 1.15% | 1.11% | 1.16% | 7.06% | 0.52% | 0.90% | 3.95% | 0.94% |
Monthly Dividends
The table displays the monthly dividend distributions for Nuveen ESG Small-Cap ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.47 | $0.47 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.43 | $0.43 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.40 | $0.40 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.97 | $2.97 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Nuveen ESG Small-Cap ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Nuveen ESG Small-Cap ETF was 41.49%, occurring on Mar 23, 2020. Recovery took 139 trading sessions.
The current Nuveen ESG Small-Cap ETF drawdown is 0.57%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -41.49%Mar 2020 | 2mo 6d | 6mo 19d | 8mo 25dJan 2020 - Oct 2020 |
Bear market2022 | -28.85%Jun 2022 | 7mo 10d | 2y 4mo | 2y 11moNov 2021 - Oct 2024 |
2025 selloff2025 | -26.95%Apr 2025 | 4mo 13d | 8mo 6d | 1y 14dNov 2024 - Dec 2025 |
Rate-hike selloffLate 2018 | -25.22%Dec 2018 | 3mo 26d | 11mo 28d | 1y 3moAug 2018 - Dec 2019 |
2026 correction2026 | -10.10%Mar 2026 | 1mo 5d | 18d | 1mo 23dFeb 2026 - Apr 2026 |
Drawdown Indicators
| NUSC | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -56.78% | +15.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -9.10% | -1.00% |
Max Drawdown (3Y)Largest decline over 3 years | -26.95% | -18.90% | -8.05% |
Max Drawdown (5Y)Largest decline over 5 years | -28.85% | -25.43% | -3.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.57% | -0.74% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -10.72% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.97% | +0.83% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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