NSCS vs. FYC
Compare and contrast key facts about Nuveen Small Cap Select ETF (NSCS) and First Trust Small Cap Growth AlphaDEX Fund (FYC).
NSCS and FYC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NSCS is an actively managed fund by Nuveen. It was launched on Aug 4, 2021. FYC is a passively managed fund by First Trust that tracks the performance of the NASDAQ AlphaDEX Small Cap Growth Index. It was launched on Apr 19, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSCS or FYC.
Correlation
The correlation between NSCS and FYC is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NSCS vs. FYC - Performance Comparison
Key characteristics
NSCS:
0.99
FYC:
1.39
NSCS:
1.51
FYC:
2.00
NSCS:
1.18
FYC:
1.24
NSCS:
1.37
FYC:
1.14
NSCS:
5.51
FYC:
9.15
NSCS:
3.49%
FYC:
3.18%
NSCS:
19.44%
FYC:
20.87%
NSCS:
-30.57%
FYC:
-47.85%
NSCS:
-7.95%
FYC:
-6.73%
Returns By Period
In the year-to-date period, NSCS achieves a 16.48% return, which is significantly lower than FYC's 26.19% return.
NSCS
16.48%
-3.47%
12.12%
17.46%
N/A
N/A
FYC
26.19%
-1.94%
21.98%
26.66%
11.48%
10.54%
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NSCS vs. FYC - Expense Ratio Comparison
NSCS has a 0.85% expense ratio, which is higher than FYC's 0.71% expense ratio.
Risk-Adjusted Performance
NSCS vs. FYC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select ETF (NSCS) and First Trust Small Cap Growth AlphaDEX Fund (FYC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NSCS vs. FYC - Dividend Comparison
NSCS has not paid dividends to shareholders, while FYC's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSCS Nuveen Small Cap Select ETF | 0.00% | 0.12% | 0.36% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FYC First Trust Small Cap Growth AlphaDEX Fund | 0.71% | 0.58% | 0.00% | 0.63% | 0.12% | 0.39% | 0.09% | 0.11% | 0.31% | 0.22% | 0.03% | 0.02% |
Drawdowns
NSCS vs. FYC - Drawdown Comparison
The maximum NSCS drawdown since its inception was -30.57%, smaller than the maximum FYC drawdown of -47.85%. Use the drawdown chart below to compare losses from any high point for NSCS and FYC. For additional features, visit the drawdowns tool.
Volatility
NSCS vs. FYC - Volatility Comparison
The current volatility for Nuveen Small Cap Select ETF (NSCS) is 6.00%, while First Trust Small Cap Growth AlphaDEX Fund (FYC) has a volatility of 6.67%. This indicates that NSCS experiences smaller price fluctuations and is considered to be less risky than FYC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.