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NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several top holdings, such as NEXTracker and Kratos Defense, have delivered strong year-to-date performance, contributing positively to the ETF's returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Industrials, and Financials, which helps reduce the impact of a downturn in any single industry.
Low Expense Ratio
The ETF has a relatively low expense ratio, making it a cost-effective choice for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, offering limited exposure to international markets.
Underperforming Holding
One of the top holdings, Host Hotels & Resorts, has shown negative year-to-date performance, which could drag on overall returns.
Small-Cap Volatility
As a small-cap-focused ETF, it may experience higher volatility compared to funds with larger, more established companies.
NUSC vs. SPDR S&P 500 ETF (SPY)
AUM1.26B
RegionNorth America
Expense Ratio0.31%
Beta1.01
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield1.07%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume94,738
30 Day Avg. Volume92,864
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
53.01Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering456
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUSC Summary
The Nuveen ESG Small-Cap ETF (NUSC) is an investment fund that focuses on small companies in the U.S. that follow strong environmental, social, and governance (ESG) principles. It tracks the MSCI Nuveen ESG USA Small Cap Index and includes businesses with growth potential, such as Comfort Systems and Ionis Pharmaceuticals. This ETF is a good choice for investors who want to support sustainable practices while diversifying their portfolio with smaller, fast-growing companies. However, since it focuses on small-cap stocks, its value can be more volatile and sensitive to market changes compared to larger, more established companies.
How much will it cost me?The Nuveen ESG Small-Cap ETF (NUSC) has an expense ratio of 0.31%, meaning you’ll pay $3.10 per year for every $1,000 invested. This is slightly higher than average for ETFs because it is actively managed to select small-cap companies that meet strict ESG criteria, which requires more research and oversight.
What would affect this ETF?The Nuveen ESG Small-Cap ETF (NUSC) could benefit from increased investor interest in ESG-focused funds and the growth potential of small-cap companies, particularly in sectors like technology and industrials, which are heavily weighted in the fund. However, it may face challenges from economic downturns, rising interest rates, or regulatory changes that could negatively impact small-cap stocks or specific sectors like financials and real estate. Its focus on U.S.-based companies also makes it sensitive to domestic economic conditions and policy shifts.
NUSC Top 10 Holdings
The Nuveen ESG Small-Cap ETF (NUSC) leans heavily into industrials and technology, with names like Comfort Systems and NEXTracker driving its performance thanks to steady revenue growth and strategic expansions. Exact Sciences has been a standout, rising on strong product launches despite profitability challenges. On the flip side, Host Hotels & Resorts is lagging, weighed down by weak technical signals. With its focus on U.S. small-cap stocks and ESG principles, the fund offers a concentrated play on high-growth sectors, though some holdings show mixed momentum that could temper overall gains.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TechnipFMC | 1.11% | $14.01M | $18.46B | 45.77% | 80 Outperform | |
| Exact Sciences | 1.09% | $13.69M | $19.20B | 64.05% | 62 Neutral | |
| Ionis Pharmaceuticals | 1.05% | $13.22M | $13.28B | 127.12% | 58 Neutral | |
| East West Bancorp | 0.97% | $12.18M | $14.80B | -0.42% | 78 Outperform | |
| AGNC Investment | 0.94% | $11.83M | $11.22B | 8.96% | 66 Neutral | |
| Host Hotels & Resorts | 0.93% | $11.69M | $12.07B | -4.57% | 68 Neutral | |
| Carpenter Technology | 0.93% | $11.66M | $15.77B | 62.52% | 74 Outperform | |
| Service International | 0.89% | $11.16M | $11.03B | -10.73% | 71 Outperform | |
| Medpace Holdings | 0.82% | $10.38M | $16.56B | 71.74% | 79 Outperform | |
| nVent Electric | 0.80% | $10.04M | $17.05B | 36.36% | 76 Outperform |
NUSC Technical Analysis
Positive
―
Price Trends
44.14
Positive
43.28
Positive
41.27
Positive
Market Momentum
0.13
Negative
57.22
Neutral
90.23
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 43.85, equal to the 50-day MA of 44.14, and equal to the 200-day MA of 41.27, indicating a bullish trend. The MACD of 0.13 indicates Negative momentum. The RSI at 57.22 is Neutral, neither overbought nor oversold. The STOCH value of 90.23 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
Performance Comparison
NUSC
Nuveen ESG Small-Cap ETF
44.85
-0.46
-1.02%
FNDA
Schwab Fundamental US Small Co. Index ETF
―
―
―
CALF
Pacer US Small Cap Cash Cows 100 ETF
―
―
―
FESM
Fidelity Enhanced Small Cap ETF
―
―
―
VIOO
Vanguard S&P Small-Cap 600 ETF
―
―
―
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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