NULV vs. NUSC
Compare and contrast key facts about Nuveen ESG Large-Cap Value ETF (NULV) and Nuveen ESG Small-Cap ETF (NUSC).
NULV and NUSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NULV is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Large Cap Value. It was launched on Dec 13, 2016. NUSC is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Small Cap. It was launched on Dec 13, 2016. Both NULV and NUSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NULV vs. NUSC - Performance Comparison
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NULV vs. NUSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NULV Nuveen ESG Large-Cap Value ETF | 1.78% | 16.31% | 11.88% | 7.60% | -10.09% | 23.46% | 1.87% | 27.26% | -4.90% | 15.67% |
NUSC Nuveen ESG Small-Cap ETF | 1.77% | 7.72% | 8.29% | 15.72% | -17.73% | 17.51% | 23.69% | 27.09% | -9.40% | 16.50% |
Returns By Period
The year-to-date returns for both stocks are quite close, with NULV having a 1.78% return and NUSC slightly lower at 1.77%.
NULV
- 1D
- 0.77%
- 1M
- -4.14%
- YTD
- 1.78%
- 6M
- 6.21%
- 1Y
- 15.16%
- 3Y*
- 12.72%
- 5Y*
- 7.40%
- 10Y*
- —
NUSC
- 1D
- 0.84%
- 1M
- -5.43%
- YTD
- 1.77%
- 6M
- 3.62%
- 1Y
- 19.16%
- 3Y*
- 9.86%
- 5Y*
- 3.12%
- 10Y*
- —
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NULV vs. NUSC - Expense Ratio Comparison
NULV has a 0.26% expense ratio, which is lower than NUSC's 0.30% expense ratio.
Return for Risk
NULV vs. NUSC — Risk / Return Rank
NULV
NUSC
NULV vs. NUSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Large-Cap Value ETF (NULV) and Nuveen ESG Small-Cap ETF (NUSC). 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.
| NULV | NUSC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 0.86 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.35 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.18 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.34 | 0.00 |
Martin ratioReturn relative to average drawdown | 5.95 | 5.44 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NULV | NUSC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 0.86 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.15 | +0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.39 | +0.14 |
Correlation
The correlation between NULV and NUSC is 0.81, 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.
Dividends
NULV vs. NUSC - Dividend Comparison
NULV's dividend yield for the trailing twelve months is around 1.61%, more than NUSC's 1.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NULV Nuveen ESG Large-Cap Value ETF | 1.61% | 1.64% | 2.09% | 2.55% | 2.12% | 4.52% | 1.42% | 1.47% | 3.73% | 1.22% |
NUSC Nuveen ESG Small-Cap ETF | 1.03% | 1.05% | 1.15% | 1.11% | 1.16% | 7.06% | 0.52% | 0.90% | 3.95% | 0.94% |
Drawdowns
NULV vs. NUSC - Drawdown Comparison
The maximum NULV drawdown since its inception was -36.99%, smaller than the maximum NUSC drawdown of -41.49%. Use the drawdown chart below to compare losses from any high point for NULV and NUSC.
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Drawdown Indicators
| NULV | NUSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.99% | -41.49% | +4.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.32% | -14.76% | +3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -21.47% | -28.85% | +7.38% |
Current DrawdownCurrent decline from peak | -4.62% | -6.21% | +1.59% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -8.33% | +3.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.63% | -1.09% |
Volatility
NULV vs. NUSC - Volatility Comparison
The current volatility for Nuveen ESG Large-Cap Value ETF (NULV) is 4.22%, while Nuveen ESG Small-Cap ETF (NUSC) has a volatility of 6.89%. This indicates that NULV experiences smaller price fluctuations and is considered to be less risky than NUSC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NULV | NUSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 6.89% | -2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 8.15% | 12.90% | -4.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.89% | 22.31% | -7.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.31% | 21.18% | -6.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.11% | 22.46% | -5.35% |