NUSC vs. NUMV
NUSC (Nuveen ESG Small-Cap ETF) and NUMV (Nuveen ESG Mid-Cap Value ETF) are both exchange-traded funds - NUSC is a Small Cap Growth Equities fund tracking the MSCI TIAA ESG USA Small Cap, while NUMV is a Mid Cap Value Equities fund tracking the TIAA ESG USA Mid-Cap Value Index. Both are passively managed. Over the past 5 years, NUSC returned 5.29%/yr vs 7.52%/yr for NUMV. Their correlation of 0.86 means they have usually moved in the same direction. NUSC charges 0.30%/yr vs 0.31%/yr for NUMV.
Performance
NUSC vs. NUMV - Performance Comparison
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Returns By Period
In the year-to-date period, NUSC achieves a 14.06% return, which is significantly higher than NUMV's 12.97% return.
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%
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%
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 |
NUSC vs. NUMV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Correlation
The correlation between NUSC and NUMV 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 NUSC and NUMV 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
NUSC vs. NUMV — Risk / Return Rank
NUSC
NUMV
NUSC vs. NUMV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Small-Cap ETF (NUSC) and Nuveen ESG Mid-Cap Value ETF (NUMV). 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.
| NUSC | NUMV | 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 | 1.26 | 1.30 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 2.54 | -0.03 |
| Martin ratioReturn relative to average drawdown | 9.10 | 9.70 | -0.60 |
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Drawdowns
NUSC vs. NUMV - Drawdown Comparison
The maximum NUSC drawdown since its inception was -41.49%, roughly equal to the maximum NUMV drawdown of -43.46%. Use the drawdown chart below to compare losses from any high point for NUSC and NUMV.
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Drawdown Indicators
| NUSC | NUMV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.49% | -43.46% | +1.97% |
Max Drawdown (1Y)Largest decline over 1 year | -10.10% | -8.71% | -1.39% |
Max Drawdown (3Y)Largest decline over 3 years | -26.95% | -19.53% | -7.42% |
Max Drawdown (5Y)Largest decline over 5 years | -28.85% | -25.71% | -3.14% |
Current DrawdownCurrent decline from peak | -2.28% | -2.43% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -6.78% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 2.28% | +0.50% |
Volatility
NUSC vs. NUMV - Volatility Comparison
Nuveen ESG Small-Cap ETF (NUSC) and Nuveen ESG Mid-Cap Value ETF (NUMV) have volatilities of 3.64% and 3.71%, 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
| NUSC | NUMV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 3.71% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 9.32% | +3.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.25% | 12.59% | +4.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.09% | 17.29% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.25% | 19.66% | +2.59% |
NUSC vs. NUMV - Expense Ratio Comparison
NUSC has a 0.30% expense ratio, which is lower than NUMV's 0.31% expense ratio.
Dividends
NUSC vs. NUMV - Dividend Comparison
NUSC's dividend yield for the trailing twelve months is around 0.92%, less than NUMV's 1.36% 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
NUSC and NUMV 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, NUSC dropped -41.49% vs NUMV's -43.46%.
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.
NUSC is categorized as Small Cap Growth Equities, while NUMV is Mid Cap Value Equities. NUSC tracks MSCI TIAA ESG USA Small Cap, while NUMV tracks TIAA ESG USA Mid-Cap Value Index. Their fees differ too: 0.30% for NUSC and 0.31% for NUMV.
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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