NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past month, showing solid recent momentum.
Well-Distributed Sector Mix
Holdings are spread across many sectors like industrials, technology, financials, and health care, which helps reduce the impact of weakness in any single industry.
Strong Top Holdings
Most of the largest positions, including companies in energy, technology, and health care, have shown strong year-to-date performance that supports the fund’s returns.
Negative Factors
Higher-Than-Ultra-Cheap Fees
The expense ratio is reasonable but not among the very lowest in the ETF market, so costs slightly reduce overall returns over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers very little geographic diversification and is highly tied to the U.S. market.
Small-Cap Volatility Risk
Because the ETF focuses on smaller companies, investors should expect more price swings than with large-cap funds, especially during market stress.
NUSC vs. SPDR S&P 500 ETF (SPY)
AUM1.28B
RegionNorth America
Expense Ratio0.31%
Beta0.98
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield0.91%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Small Cap
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume111,240
30 Day Avg. Volume102,714
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
59.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering406
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUSC Summary
NUSC is the Nuveen ESG Small-Cap ETF, which tracks the MSCI Nuveen ESG USA Small Cap Index. It invests in smaller U.S. companies that meet certain environmental, social, and governance (ESG) standards. The fund holds a wide mix of industries, including industrials, technology, and health care, with names like Moderna and Host Hotels & Resorts among its top positions. Someone might invest in NUSC to seek growth from smaller, early-stage companies while also supporting more sustainable business practices. A key risk is that small-cap stocks can be more volatile, so the price can move up and down more sharply than the overall market.
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
NUSC’s story is all about U.S. small caps with an ESG twist, leaning heavily into tech and industrial names that have been doing the heavy lifting. ATI, TTM Technologies, and Sterling Infrastructure have been rising steadily, giving the fund a solid boost, while nVent Electric and Modine are contributing but showing some choppier, mixed momentum. On the flip side, Viatris is losing a bit of steam and quietly tugging on returns. Overall, the ETF is broadly diversified across sectors but still driven by a core of industrial and tech standouts in the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ATI | 1.32% | $16.70M | $27.48B | 144.56% | 78 Outperform | |
| TTM Technologies | 1.22% | $15.50M | $22.48B | 499.38% | 77 Outperform | |
| TD SYNNEX Corporation | 1.18% | $14.93M | $22.88B | 121.99% | 73 Outperform | |
| Sterling Infrastructure | 1.15% | $14.58M | $26.45B | 319.21% | 71 Outperform | |
| nVent Electric | 1.14% | $14.47M | $28.63B | 160.55% | 76 Outperform | |
| Host Hotels & Resorts | 1.04% | $13.17M | $17.13B | 59.35% | 77 Outperform | |
| East West Bancorp | 1.02% | $12.96M | $17.37B | 32.43% | 79 Outperform | |
| Advanced Energy | 1.01% | $12.85M | $14.17B | 198.57% | 67 Neutral | |
| Modine | 1.00% | $12.64M | $15.71B | 204.19% | 68 Neutral | |
| Viatris | 0.96% | $12.21M | $17.90B | 73.78% | 60 Neutral |
NUSC Technical Analysis
Positive
―
Price Trends
49.58
Positive
48.07
Positive
46.38
Positive
Market Momentum
0.56
Negative
61.38
Neutral
67.57
Neutral
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 50.62, equal to the 50-day MA of 49.58, and equal to the 200-day MA of 46.38, indicating a bullish trend. The MACD of 0.56 indicates Negative momentum. The RSI at 61.38 is Neutral, neither overbought nor oversold. The STOCH value of 67.57 is Neutral, 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
51.56
11.24
27.88%
FNDA
Schwab Fundamental US Small Co. Index ETF
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―
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FESM
Fidelity Enhanced Small Cap ETF
―
―
―
VIOO
Vanguard S&P Small-Cap 600 ETF
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―
―
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
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―
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CALF
Pacer US Small Cap Cash Cows 100 ETF
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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.
DisclaimerThis 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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