NUSC vs. NUAG
Compare and contrast key facts about Nuveen ESG Small-Cap ETF (NUSC) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG).
NUSC and NUAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. NUAG is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond. It was launched on Sep 14, 2016. Both NUSC and NUAG 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
NUSC vs. NUAG - Performance Comparison
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NUSC vs. NUAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | -0.03% | 7.37% | 2.02% | 7.52% | -13.97% | -2.03% | 7.48% | 10.13% | -1.45% | 3.98% |
Returns By Period
In the year-to-date period, NUSC achieves a 1.77% return, which is significantly higher than NUAG's -0.03% return.
NUSC
- 1D
- 0.84%
- 1M
- -5.43%
- YTD
- 1.77%
- 6M
- 3.62%
- 1Y
- 19.16%
- 3Y*
- 9.86%
- 5Y*
- 3.12%
- 10Y*
- —
NUAG
- 1D
- 0.03%
- 1M
- -1.41%
- YTD
- -0.03%
- 6M
- 0.67%
- 1Y
- 4.34%
- 3Y*
- 4.46%
- 5Y*
- 0.54%
- 10Y*
- —
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NUSC vs. NUAG - Expense Ratio Comparison
NUSC has a 0.30% expense ratio, which is higher than NUAG's 0.19% expense ratio.
Return for Risk
NUSC vs. NUAG — Risk / Return Rank
NUSC
NUAG
NUSC vs. NUAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Small-Cap ETF (NUSC) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG). 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.
| NUSC | NUAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.02 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.45 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 1.90 | -0.56 |
Martin ratioReturn relative to average drawdown | 5.44 | 5.51 | -0.07 |
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
| NUSC | NUAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.02 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.09 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.30 | +0.09 |
Correlation
The correlation between NUSC and NUAG is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NUSC vs. NUAG - Dividend Comparison
NUSC's dividend yield for the trailing twelve months is around 1.03%, less than NUAG's 4.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | 4.54% | 4.43% | 4.44% | 3.95% | 3.60% | 2.27% | 2.93% | 3.54% | 3.79% | 3.38% | 0.48% |
Drawdowns
NUSC vs. NUAG - Drawdown Comparison
The maximum NUSC drawdown since its inception was -41.49%, which is greater than NUAG's maximum drawdown of -19.79%. Use the drawdown chart below to compare losses from any high point for NUSC and NUAG.
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Drawdown Indicators
| NUSC | NUAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -19.79% | -21.70% |
Max Drawdown (1Y)Largest decline over 1 year | -14.76% | -2.54% | -12.22% |
Max Drawdown (5Y)Largest decline over 5 years | -28.85% | -19.19% | -9.66% |
Current DrawdownCurrent decline from peak | -6.21% | -1.75% | -4.46% |
Average DrawdownAverage peak-to-trough decline | -8.33% | -5.01% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 0.88% | +2.75% |
Volatility
NUSC vs. NUAG - Volatility Comparison
Nuveen ESG Small-Cap ETF (NUSC) has a higher volatility of 6.89% compared to Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) at 1.66%. This indicates that NUSC's price experiences larger fluctuations and is considered to be riskier than NUAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUSC | NUAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.89% | 1.66% | +5.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.90% | 2.44% | +10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.31% | 4.28% | +18.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 6.00% | +15.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.46% | 5.51% | +16.95% |