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NUSC vs NUBD

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

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.12%

Fund size

$449M

Key differences

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

Side-by-side comparison

NUSCNUBD
Annual cost (TER)0.31%0.12%
Fund size (AUM)$1.3B$449M
Since20162017
Dividend yield0.96%3.91%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+5.4%
CAGR 3Y+13.3%+3.5%
CAGR 5Y+4.5%-0.0%
Sharpe 3Y0.550.01
Volatility 1Y17.19%3.85%
Max drawdown-41.49%-19.45%

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

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