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NUBD vs NUSC

Nuveen ESG U.S. Aggregate Bond ETF vs Nuveen ESG Small-Cap ETF

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.12%

Fund size

$449M

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

Key differences

  • NUBD costs 0.19% less per year.
  • NUBD is classified as fixed income, while NUSC is equity — different risk/return profiles.
  • Over the last 3 years, NUSC has delivered higher annualized returns.

Side-by-side comparison

NUBDNUSC
Annual cost (TER)0.12%0.31%
Fund size (AUM)$449M$1.3B
Since20172016
Dividend yield3.91%0.96%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+26.8%
CAGR 3Y+3.5%+13.3%
CAGR 5Y-0.0%+4.5%
Sharpe 3Y0.010.55
Volatility 1Y3.85%17.19%
Max drawdown-19.45%-41.49%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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