NUSC - ETF AI Analysis
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Nuveen ESG Small-Cap ETF (NUSC)
NUSC, the Nuveen ESG Small-Cap ETF, has a solid overall rating driven by several strong holdings with healthy financial performance and growth, such as East West Bancorp and NEXTracker, which show robust revenue trends, solid profitability, and supportive technical signals. The fund’s score is held back somewhat by weaker names like Avantor and CoStar Group, where declining profitability, valuation concerns, and weak momentum create drag. The main risk factor is exposure to smaller companies with mixed financial strength, which can make the ETF more sensitive to business and market downturns.
NUSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.27B
- Region
- North America
- Expense Ratio
- 0.31%
- Beta
- 0.96
- Issuer
- Nuveen
- Inception Date
- Dec 13, 2016
- Dividend Yield
- 0.94%
- Asset Class
- Equity
- Index Tracked
- MSCI Nuveen ESG USA Small Cap
NUSC Summary
Nuveen ESG Small-Cap ETF (NUSC) is a fund that follows the MSCI Nuveen ESG USA Small Cap index, focusing on smaller U.S. companies that meet certain environmental, social, and governance (ESG) standards. It spreads your money across many industries, including technology, health care, and financials, and holds well-known names like Viatris and Host Hotels & Resorts. Someone might invest in NUSC to seek long-term growth from smaller companies while supporting more responsible business practices. A key risk is that small-cap stocks can be more volatile, so the value of this ETF can go up and down sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.31%, which means you’ll pay about $3.10 per year for every $1,000 invested. That’s a bit higher than the average low-cost index ETF because it focuses on small-cap stocks and uses an ESG screening process, which adds extra research and management costs.
What would affect this ETF?
NUSC could benefit if the U.S. economy stays healthy, as small-cap companies in technology, health care, and industrials often grow faster in strong business cycles, and rising interest in ESG investing may support demand for this fund’s holdings like CoStar Group and Medpace. On the downside, small caps are usually more sensitive to economic slowdowns, higher interest rates, and tighter credit conditions, and any backlash against ESG rules or changes in U.S. regulations could hurt performance, especially for financial and real estate names such as East West Bancorp and Host Hotels & Resorts.
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 | 1.16% | $14.70M | $20.67B | 74.59% | 60Neutral |
 HST | Host Hotels & Resorts | 1.12% | $14.25M | $16.94B | 48.65% | 77Outperform |
 RNR | Renaissancere Holdings | 1.11% | $14.04M | $14.65B | 44.96% | 78Outperform |
 EWBC | East West Bancorp | 1.09% | $13.82M | $17.97B | 28.66% | 79Outperform |
 CSGP | CoStar Group | 1.03% | $13.02M | $13.74B | -56.32% | 61Neutral |
 SNX | TD SYNNEX Corporation | 0.93% | $11.72M | $19.73B | 61.22% | 73Outperform |
 FDS | Factset Research | 0.92% | $11.72M | $11.68B | 15.51% | 78Outperform |
 MEDP | Medpace Holdings | 0.91% | $11.55M | $18.72B | 12.17% | 79Outperform |
 AVTR | Avantor | 0.90% | $11.45M | $11.69B | 11.84% | 48Neutral |
 PFGC | Performance Food Group | 0.90% | $11.45M | $14.94B | -6.93% | 65Neutral |
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 Neutral. The current price of 49.57 is above the 20-day moving average (MA) of 49.12, below the 50-day MA of 50.18, and above the 200-day MA of 49.11, indicating a neutral trend. The MACD of -0.14 indicates Negative momentum. The RSI at 51.15 is Neutral, neither overbought nor oversold. The STOCH value of 88.74 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NUSC.
NUSC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NUSC | $49.57 | $54.00(8.94% Upside) | $1.27B | 0.31% | 67Neutral |
 FNDA | $35.67 | $43.52(22.02% Upside) | $8.86B | 0.25% | 68Neutral |
 FESM | $45.02 | $59.50(32.17% Upside) | $6.63B | 0.28% | 64Neutral |
 SMLF | $84.46 | $107.52(27.31% Upside) | $4.18B | 0.15% | 66Neutral |
 VIOO | $128.62 | $160.37(24.69% Upside) | $4.09B | 0.07% | 66Neutral |
 CALF | $58.21 | $65.32(12.21% Upside) | $3.84B | 0.59% | 65Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NUSC | Nuveen ESG Small-Cap ETF | 49.57 | 4.49 | 9.96% | |
| FNDA | Schwab Fundamental US Small Co. Index ETF | 35.67 | 4.53 | 14.54% | |
| FESM | Fidelity Enhanced Small Cap ETF | 45.02 | 7.57 | 20.22% | |
| SMLF | iShares MSCI USA Small-Cap Multifactor ETF | 84.46 | 9.36 | 12.46% | |
| VIOO | Vanguard S&P Small-Cap 600 ETF | 128.62 | 17.33 | 15.57% | |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 58.21 | 14.73 | 33.86% |
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.