NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
NUSC, the Nuveen ESG Small-Cap ETF, earns a solid overall rating thanks to several strong core holdings like East West Bancorp, Medpace Holdings, and NEXTracker, which show robust financial performance, healthy growth, and supportive technical trends. At the same time, weaker names such as Viatris and CoStar Group, with profitability and momentum challenges, modestly weigh on the fund’s score. The main risk factor is that some holdings show signs of overbought technical conditions or high valuations, which could increase volatility if market sentiment shifts.
NUSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.24B
- Region
- North America
- Expense Ratio
- 0.31%
- Beta
- 0.96
- Issuer
- Nuveen
- Inception Date
- Dec 13, 2016
- Dividend Yield
- 0.95%
- Asset Class
- Equity
- Index Tracked
- MSCI Nuveen ESG USA Small Cap
NUSC Summary
NUSC is the Nuveen ESG Small-Cap ETF, which tracks the MSCI Nuveen ESG USA Small Cap index. It invests in many smaller U.S. companies that meet certain environmental, social, and governance (ESG) standards. The fund spreads money across sectors like technology, industrials, and financials, and holds names such as East West Bancorp and Host Hotels & Resorts. Someone might invest in NUSC to seek long-term growth from smaller companies while aligning with sustainable business practices. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can rise and fall 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 leans into a diverse mix of U.S. small caps, with a few standout names steering the ship. TD SYNNEX has been a key engine, rising steadily this year and giving the fund a tech-flavored boost, while Medpace and Royal Gold add momentum from health care and materials. Viatris is also climbing, though its financial footing is still a bit shaky. On the flip side, AGNC Investment and Nextpower are lagging, acting as small anchors on performance. Overall, the ETF spreads its bets across sectors, avoiding heavy concentration in any single theme.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 VTRS | Viatris | 1.20% | $14.89M | $20.97B | 80.89% | 60Neutral |
 RNR | Renaissancere Holdings | 1.13% | $13.97M | $14.61B | 42.51% | 78Outperform |
 HST | Host Hotels & Resorts | 1.12% | $13.91M | $16.57B | 50.39% | 77Outperform |
 EWBC | East West Bancorp | 1.06% | $13.20M | $17.19B | 30.46% | 79Outperform |
 CSGP | CoStar Group | 0.98% | $12.19M | $12.89B | -55.91% | 61Neutral |
 PFGC | Performance Food Group | 0.93% | $11.54M | $15.10B | -3.56% | 65Neutral |
 SNX | TD SYNNEX Corporation | 0.95% | $11.76M | $19.83B | 60.14% | 73Outperform |
 NXT | Nextpower Inc | 0.90% | $11.15M | $12.09B | -11.02% | 78Outperform |
 SCI | Service International | 0.87% | $10.79M | $11.01B | 0.60% | 67Neutral |
 AVTR | Avantor | 0.87% | $10.77M | $11.02B | 9.49% | 48Neutral |
NUSC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUSC, the sentiment is Negative. The current price of 49.43 is above the 20-day moving average (MA) of 49.08, below the 50-day MA of 50.44, and above the 200-day MA of 49.04, indicating a bearish trend. The MACD of -0.39 indicates Negative momentum. The RSI at 41.61 is Neutral, neither overbought nor oversold. The STOCH value of 40.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NUSC | $49.43 | $53.00(7.22% Upside) | $1.24B | 0.31% | 67Neutral |
 FNDA | $35.66 | $43.09(20.84% Upside) | $8.71B | 0.25% | 67Neutral |
 FESM | $45.17 | $58.47(29.44% Upside) | $6.47B | 0.28% | 64Neutral |
 SMLF | $84.64 | $106.14(25.40% Upside) | $4.09B | 0.15% | 66Neutral |
 VIOO | $128.14 | $159.17(24.21% Upside) | $4.00B | 0.07% | 66Neutral |
 CALF | $57.27 | $64.21(12.11% Upside) | $3.68B | 0.59% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NUSC | Nuveen ESG Small-Cap ETF | 49.43 | 5.71 | 13.07% | |
| FNDA | Schwab Fundamental US Small Co. Index ETF | 35.66 | 5.12 | 16.76% | |
| FESM | Fidelity Enhanced Small Cap ETF | 45.17 | 8.83 | 24.31% | |
| SMLF | iShares MSCI USA Small-Cap Multifactor ETF | 84.64 | 11.76 | 16.14% | |
| VIOO | Vanguard S&P Small-Cap 600 ETF | 128.14 | 19.08 | 17.49% | |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 57.27 | 14.47 | 33.80% |
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.