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NUSC vs SCHA

Nuveen ESG Small-Cap ETF vs Schwab U.S. Small-Cap ETF

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

SCHA

Schwab U.S. Small-Cap ETF

Schwab ETFs

Annual cost

0.04%

Fund size

$22.1B

Key differences

  • SCHA costs 0.27% less per year.
  • SCHA is significantly larger than NUSC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SCHA has delivered higher annualized returns.
  • SCHA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NUSCSCHA
Annual cost (TER)0.31%0.04%
Fund size (AUM)$1.3B$22.1B
Since20162009
Dividend yield0.96%1.05%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.8%+41.0%
CAGR 3Y+13.3%+19.2%
CAGR 5Y+4.5%+7.2%
Sharpe 3Y0.550.79
Volatility 1Y17.19%18.08%
Max drawdown-41.49%-42.41%

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

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