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NUSCNuveen ESG Small-Cap ETF

Grow my money9y track recordRanked #462 of 2,999 in this goal

Tracks the investment results of the Nuveen ESG USA Small-Cap Index.

By Nuveen · Launched 2016

Annual Cost

0.31%

#1,458 of 5,861 · low cost

Fund Size

$1.3B

#994 of 5,861 · large

Return (1Y)Goal

+23.1%

Track Record

9 years

#1,483 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,729+27.3%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Index tracking

Focus

ESG

Index tracked

Nuveen ESG USA Small-Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.1% of fundwell diversified

TechnipFMC PLC
1.4%
nVent Electric PLC
1.3%
Carpenter Technology Corp
1.2%
East West Bancorp Inc
1.1%
ATI Inc
1.1%
Moderna Inc
1.0%
Host Hotels & Resorts Inc
1.0%
Modine Manufacturing Co
1.0%
TD SYNNEX Corp
1.0%
AGNC Investment Corp
0.9%

Asset allocation

Stocks
100.0%

By sector

Technology
22.2%
Industrials
17.5%
Healthcare
13.7%
Financial Services
13.1%
Consumer Cyclical
10.3%
Real Estate
7.3%
Basic Materials
3.9%
Consumer Defensive
3.6%
Other
8.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.2%Moderate

Year-on-year price swings

Max drawdown
-41.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.44Below average
Sortino (3Y)
0.65Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the investment results of the Nuveen ESG USA Small-Cap Index.
Strategy
Seeks to track the investment results of the Nuveen ESG USA Small-Cap Index by investing primarily in equity securities issued by small-capitalization companies listed on U.S. exchanges that meet certain ESG criteria. The Index is comprised of companies in the industrials sector and is weighted based on market capitalization.
Inception date
December 13, 2016
Fund family
Nuveen

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Data updated on 2026-08-04