NUMV vs. NUSC
NUMV (Nuveen ESG Mid-Cap Value ETF) and NUSC (Nuveen ESG Small-Cap ETF) are both exchange-traded funds - NUMV is a Mid Cap Value Equities fund tracking the TIAA ESG USA Mid-Cap Value Index, while NUSC is a Small Cap Growth Equities fund tracking the MSCI TIAA ESG USA Small Cap. Both are passively managed. Over the past 5 years, NUMV returned 7.52%/yr vs 5.29%/yr for NUSC. Their correlation of 0.86 means they have usually moved in the same direction. NUMV charges 0.31%/yr vs 0.30%/yr for NUSC.
Performance
NUMV vs. NUSC - Performance Comparison
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Returns By Period
In the year-to-date period, NUMV achieves a 12.97% return, which is significantly lower than NUSC's 14.06% return.
NUMV
- 1D
- -0.25%
- 1M
- 0.18%
- 6M
- 9.71%
- YTD
- 12.97%
- 1Y
- 23.18%
- 3Y*
- 14.97%
- 5Y*
- 7.52%
- 10Y*
- —
- ALL TIME*
- 9.03%
NUSC
- 1D
- 0.10%
- 1M
- -0.88%
- 6M
- 8.64%
- YTD
- 14.06%
- 1Y
- 27.28%
- 3Y*
- 10.90%
- 5Y*
- 5.29%
- 10Y*
- —
- ALL TIME*
- 9.72%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $766.27K | $711.98K | $981.54K | |
| $2.83M | $3.09M | $4.61M |
NUMV vs. NUSC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUMV Nuveen ESG Mid-Cap Value ETF | 12.97% | 14.05% | 12.31% | 8.43% | -14.97% | 31.15% | 0.91% | 29.81% | -11.91% | 14.70% |
NUSC Nuveen ESG Small-Cap ETF | 14.06% | 7.72% | 8.29% | 15.72% | -17.73% | 17.51% | 23.69% | 27.09% | -9.40% | 16.50% |
Correlation
The correlation between NUMV and NUSC is 0.79, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.79 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 14, 2016 | 0.86 |
The correlation between NUMV and NUSC shifts across timeframes, from 0.79 (1 year) to 0.90 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
NUMV vs. NUSC — Risk / Return Rank
NUMV
NUSC
NUMV vs. NUSC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Mid-Cap Value ETF (NUMV) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NUMV | NUSC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.28 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.26 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | 2.50 | +0.03 |
| Martin ratioReturn relative to average drawdown | 9.70 | 9.10 | +0.60 |
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Drawdowns
NUMV vs. NUSC - Drawdown Comparison
The maximum NUMV drawdown since its inception was -43.46%, roughly equal to the maximum NUSC drawdown of -41.49%. Use the drawdown chart below to compare losses from any high point for NUMV and NUSC.
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Drawdown Indicators
| NUMV | NUSC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -41.49% | -1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -10.10% | +1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -19.53% | -26.95% | +7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -25.71% | -28.85% | +3.14% |
Current DrawdownCurrent decline from peak | -2.43% | -2.28% | -0.15% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -8.10% | +1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.28% | 2.78% | -0.50% |
Volatility
NUMV vs. NUSC - Volatility Comparison
Nuveen ESG Mid-Cap Value ETF (NUMV) and Nuveen ESG Small-Cap ETF (NUSC) have volatilities of 3.71% and 3.64%, 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.
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Volatility by Period
| NUMV | NUSC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.64% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.32% | 12.45% | -3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.59% | 17.25% | -4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.29% | 21.09% | -3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.66% | 22.25% | -2.59% |
NUMV vs. NUSC - Expense Ratio Comparison
NUMV has a 0.31% expense ratio, which is higher than NUSC's 0.30% expense ratio.
Dividends
NUMV vs. NUSC - Dividend Comparison
NUMV's dividend yield for the trailing twelve months is around 1.36%, more than NUSC's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
NUMV Nuveen ESG Mid-Cap Value ETF | 1.36% | 1.53% | 1.81% | 2.20% | 5.78% | 6.62% | 1.38% | 2.40% | 4.01% | 0.83% |
NUSC Nuveen ESG Small-Cap ETF | 0.92% | 1.05% | 1.15% | 1.11% | 1.16% | 7.06% | 0.52% | 0.90% | 3.95% | 0.94% |
Frequently Asked Questions
NUMV and NUSC have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NUMV has higher volatility (3.71%) compared to NUSC (3.64%). In terms of maximum drawdown, NUMV dropped -43.46% vs NUSC's -41.49%.
On 5-year performance, NUMV leads with 7.52% vs 5.29% for NUSC. On fees, NUSC is cheaper at 0.30% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, NUMV has performed better with a 7.52% return vs 5.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
NUSC is cheaper with a 0.30% expense ratio, compared with 0.31% for NUMV.
NUMV has the higher dividend yield at 1.36%, compared with 0.92% for NUSC.
NUMV is categorized as Mid Cap Value Equities, while NUSC is Small Cap Growth Equities. NUMV tracks TIAA ESG USA Mid-Cap Value Index, while NUSC tracks MSCI TIAA ESG USA Small Cap. Their fees differ too: 0.31% for NUMV and 0.30% for NUSC.
NUMV currently has the higher Sharpe Ratio (1.76 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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