NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has delivered strong year-to-date returns, showing solid momentum in the current market.
Leading Holdings With Strong Gains
Several of the largest positions, such as ATI, nVent Electric, TD SYNNEX, and Sterling Infrastructure, have shown strong performance, helping drive the fund’s results.
Broad Sector Diversification
The fund is spread across many sectors, including technology, industrials, financials, health care, and consumer-related industries, which helps reduce the impact of weakness in any single area.
Negative Factors
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, which means limited diversification across different global markets.
Exposure to Lagging Holding
AGNC Investment, one of the top holdings, has shown flat performance year-to-date, which does not contribute to the fund’s recent gains.
Moderate Expense Ratio
The ETF’s expense ratio is not especially low, so fees may slightly reduce the net returns compared with some cheaper index funds.
NUSC vs. SPDR S&P 500 ETF (SPY)
AUM1.30B
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. Volume41,267
30 Day Avg. Volume90,856
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
61.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering401
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 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 U.S. small caps with a tech-and-industrials tilt, and a few names are clearly steering the ship. ATI has been a standout, rising steadily and giving the fund a strong industrial backbone, while TD SYNNEX and FactSet add a tech flavor that’s been working in investors’ favor. nVent Electric’s mixed pattern—up recently but choppy over the quarter—shows some volatility under the hood. On the softer side, Viatris and AGNC have been lagging, acting like a mild brake on an otherwise forward-moving, domestically focused ESG portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| East West Bancorp | 1.04% | $13.44M | $17.92B | 21.56% | 79 Outperform | |
| Viatris | 1.04% | $13.43M | $19.39B | 60.76% | 60 Neutral | |
| Renaissancere Holdings | 0.99% | $12.83M | $13.73B | 37.29% | 78 Outperform | |
| Host Hotels & Resorts | 0.96% | $12.39M | $15.11B | 26.51% | 77 Outperform | |
| TD SYNNEX Corporation | 0.94% | $12.12M | $21.00B | 75.66% | 73 Outperform | |
| AGNC Investment | 0.91% | $11.84M | $12.63B | 2.70% | 66 Neutral | |
| Performance Food Group | 0.90% | $11.62M | $15.54B | -6.44% | 65 Neutral | |
| CoStar Group | 0.89% | $11.56M | $12.52B | -65.45% | 61 Neutral | |
| Nextpower Inc | 0.89% | $11.54M | $12.82B | 20.51% | 78 Outperform | |
| Royal Gold | 0.86% | $11.15M | $22.21B | 41.79% | 78 Outperform |
NUSC Technical Analysis
Neutral
―
Price Trends
51.66
Negative
50.58
Positive
48.33
Positive
Market Momentum
-0.16
Positive
45.66
Neutral
38.43
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUSC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 52.03, equal to the 50-day MA of 51.66, and equal to the 200-day MA of 48.33, indicating a neutral trend. The MACD of -0.16 indicates Positive momentum. The RSI at 45.66 is Neutral, neither overbought nor oversold. The STOCH value of 38.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
Performance Comparison
NUSC
Nuveen ESG Small-Cap ETF
51.32
8.20
19.02%
FNDA
Schwab Fundamental US Small Co. Index ETF
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―
―
FESM
Fidelity Enhanced Small Cap ETF
―
―
―
SMLF
iShares MSCI USA Small-Cap Multifactor ETF
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―
―
VIOO
Vanguard S&P Small-Cap 600 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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