RUSC - ETF AI Analysis
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US Small Cap Equity Active ETF (RUSC)
Rating:66Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, indicating solid recent momentum.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, health care, financials, technology, and consumer-related areas, which helps reduce the impact of weakness in any single industry.
Several Strong Top Holdings
A number of the largest positions, particularly in technology, health care, and energy, have shown strong year-to-date performance, supporting the fund’s overall results.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
U.S.-Heavy Geographic Exposure
With almost all assets invested in U.S. companies, the ETF offers very limited international diversification and is heavily tied to the U.S. market.
Mixed Performance Among Top Holdings
Some of the top positions, especially a few consumer and health care names, have shown weak or negative performance this year, which could drag on future returns if the trend continues.
RUSC vs. SPDR S&P 500 ETF (SPY)
AUM61.69M
RegionNorth America
Expense Ratio0.64%
Beta1.04
IssuerRussell Investments
Inception DateMay 13, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume44,511
30 Day Avg. Volume11,734
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
45.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering491
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RUSC Summary
RUSC is an actively managed ETF that focuses on U.S. small-cap stocks, aiming for long-term growth rather than tracking a specific index. It invests across many sectors, including industrials, health care, financials, and technology, and holds smaller companies such as Lumentum Holdings and American Eagle. Someone might consider RUSC to add diversification and higher growth potential to a portfolio, since small companies can grow faster than large, well-known firms. However, small-cap stocks can be more volatile, so the value of this ETF can go up and down more sharply than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.64%, which means you’ll pay about $6.40 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with professionals selecting and adjusting the small-cap stocks in the portfolio.
What would affect this ETF?This U.S. small-cap ETF could benefit if the American economy stays strong, interest rates fall or stabilize, and investors favor smaller, growth-oriented companies in sectors like industrials, health care, and technology, which make up a large part of its holdings. On the other hand, higher interest rates, an economic slowdown in the U.S., or tighter regulations on health care, financials, or energy companies could hurt smaller firms’ profits and make this fund more volatile.
RUSC Top 10 Holdings
RUSC is leaning into U.S. small caps with a clear tilt toward health care, tech, and energy names that can move quickly. Bloom Energy and Lumentum have been key engines lately, with strong recent momentum helping pull the fund higher, while Argan and Select Energy Services are also quietly rising in the background. On the flip side, biotech bets like BridgeBio and Madrigal are losing steam, acting as a drag. With all holdings U.S.-based and no single stock dominating, the story here is targeted sector risk rather than single-name concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Argan | 0.74% | $363.28K | $9.66B | 224.40% | 73 Outperform | |
| Select Energy Services | 0.60% | $294.45K | $2.60B | 95.28% | 62 Neutral | |
| Bloom Energy | 0.58% | $287.24K | $78.08B | 1216.21% | 62 Neutral | |
| Ligand Pharma | 0.55% | $270.33K | $5.08B | 126.81% | 60 Neutral | |
| BridgeBio Pharma | 0.54% | $265.41K | $13.32B | 66.31% | 59 Neutral | |
| Rayonier | 0.51% | $249.50K | $6.51B | -5.29% | 72 Outperform | |
| Lumentum Holdings | 0.47% | $232.61K | $74.47B | 913.79% | 61 Neutral | |
| NPK International | 0.46% | $228.17K | $1.25B | 71.98% | 69 Neutral | |
| Madrigal Pharmaceuticals | 0.46% | $227.19K | $11.52B | 79.25% | 56 Neutral | |
| National Energy Services Reunited | 0.43% | $210.41K | $2.63B | 297.77% | 79 Outperform |
RUSC Technical Analysis
Positive
―
Price Trends
36.06
Positive
34.46
Positive
32.68
Positive
Market Momentum
0.51
Negative
63.15
Neutral
75.53
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RUSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.97, equal to the 50-day MA of 36.06, and equal to the 200-day MA of 32.68, indicating a bullish trend. The MACD of 0.51 indicates Negative momentum. The RSI at 63.15 is Neutral, neither overbought nor oversold. The STOCH value of 75.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RUSC.
RUSC Peer Comparison
Comparison Results
Performance Comparison
RUSC
US Small Cap Equity Active ETF
38.08
11.09
41.09%
AIMS
Acuitas Small Cap Active ETF
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SYZ
Lazard US Systematic Small Cap Equity ETF
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ESSC
Eventide Small Cap ETF
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ALIL
Argent Focused Small Cap ETF
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FTKI
First Trust Small Cap BuyWrite Income 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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