NSCS vs. XSMO
Compare and contrast key facts about Nuveen Small Cap Select ETF (NSCS) and Invesco S&P SmallCap Momentum ETF (XSMO).
NSCS and XSMO 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. XSMO is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSCS or XSMO.
Correlation
The correlation between NSCS and XSMO is 0.93, 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. XSMO - Performance Comparison
Key characteristics
NSCS:
0.99
XSMO:
0.94
NSCS:
1.51
XSMO:
1.47
NSCS:
1.18
XSMO:
1.18
NSCS:
1.37
XSMO:
1.92
NSCS:
5.51
XSMO:
5.68
NSCS:
3.49%
XSMO:
3.52%
NSCS:
19.44%
XSMO:
21.21%
NSCS:
-30.57%
XSMO:
-58.07%
NSCS:
-7.95%
XSMO:
-9.71%
Returns By Period
In the year-to-date period, NSCS achieves a 16.48% return, which is significantly lower than XSMO's 17.94% return.
NSCS
16.48%
-3.47%
12.12%
17.46%
N/A
N/A
XSMO
17.94%
-7.34%
11.80%
17.51%
12.09%
11.25%
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NSCS vs. XSMO - Expense Ratio Comparison
NSCS has a 0.85% expense ratio, which is higher than XSMO's 0.39% expense ratio.
Risk-Adjusted Performance
NSCS vs. XSMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select ETF (NSCS) and Invesco S&P SmallCap Momentum ETF (XSMO). 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. XSMO - Dividend Comparison
NSCS has not paid dividends to shareholders, while XSMO's dividend yield for the trailing twelve months is around 0.37%.
| 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% |
XSMO Invesco S&P SmallCap Momentum ETF | 0.37% | 0.96% | 1.19% | 0.30% | 0.82% | 0.69% | 0.65% | 0.28% | 0.30% | 0.35% | 1.31% | 0.91% |
Drawdowns
NSCS vs. XSMO - Drawdown Comparison
The maximum NSCS drawdown since its inception was -30.57%, smaller than the maximum XSMO drawdown of -58.07%. Use the drawdown chart below to compare losses from any high point for NSCS and XSMO. For additional features, visit the drawdowns tool.
Volatility
NSCS vs. XSMO - Volatility Comparison
Nuveen Small Cap Select ETF (NSCS) and Invesco S&P SmallCap Momentum ETF (XSMO) have volatilities of 6.00% and 5.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.