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SSPY vs NUSC

Stratified LargeCap Index ETF vs Nuveen ESG Small-Cap ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

NUSC

Nuveen ESG Small-Cap ETF

Annual cost

0.31%

Fund size

$1.6B

Key differences

Both SSPY and NUSC are equity ETFs. SSPY charges 0.45% a year and NUSC 0.31%. The main difference: NUSC costs 0.14% less per year.

  • NUSC costs 0.14% less per year.
  • NUSC is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SSPY has delivered higher annualized returns.

Side-by-side comparison

SSPYNUSC
Annual cost (TER)0.45%0.31%
Fund size (AUM)$125M$1.6B
Since20192016
Dividend yield1.26%0.93%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+27.7%
CAGR 3Y+14.9%+12.7%
CAGR 5Y+9.2%+4.7%
Sharpe 3Y0.840.53
Volatility 1Y10.78%17.48%
Max drawdown-36.67%-41.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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