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NUSC vs FNDX

Nuveen ESG Small-Cap ETF vs Schwab Fundamental U.S. Large Company ETF

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • FNDX costs 0.06% less per year.
  • FNDX is significantly larger than NUSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, FNDX has delivered higher annualized returns.

Side-by-side comparison

NUSCFNDX
Annual cost (TER)0.31%0.25%
Fund size (AUM)$1.3B$25.9B
Since20162013
Dividend yield0.96%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+33.4%
CAGR 3Y+13.3%+21.2%
CAGR 5Y+4.5%+13.0%
Sharpe 3Y0.551.27
Volatility 1Y17.19%10.39%
Max drawdown-41.49%-37.72%

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

Similar to NUSC and FNDX