RUSC - ETF AI Analysis
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US Small Cap Equity Active ETF (RUSC)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year, supported by solid returns over the past three months and the last month.
Well-Performing Top Holdings
Many of the largest positions, especially in energy and technology, have shown strong year-to-date performance, helping drive the fund’s results.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, health care, financials, technology, and consumer-related areas, which helps reduce reliance on any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Concentration
Almost all of the ETF’s assets are invested in U.S. companies, offering very limited geographic diversification.
Exposure to Volatile Small Caps and Biotech
The focus on small-cap stocks and several health care and biotech names, including at least one weak recent performer, can lead to larger price swings and higher risk.
RUSC vs. SPDR S&P 500 ETF (SPY)
AUM80.40M
RegionNorth America
Expense Ratio0.64%
Beta0.96
IssuerRussell Investments
Inception DateMay 13, 2025
Dividend Yield0.32%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,233
30 Day Avg. Volume7,736
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
48.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering490
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
RUSC Summary
RUSC is the US Small Cap Equity Active ETF, focused on smaller U.S. companies that may have more room to grow than large, established firms. It does not track a fixed index; instead, professional managers actively pick a mix of industrial, health care, financial, and technology stocks. The fund holds lesser-known names like Bloom Energy and Rayonier, giving investors diversified exposure to many small businesses in one investment, which can help with long-term growth. However, small-cap stocks can be more volatile than larger companies, so the ETF’s value can rise and fall sharply with market conditions.
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 a U.S.-focused small-cap fund where a handful of niche players are steering the ship. Ultra Clean Holdings has been a powerful engine year-to-date, even if its recent stretch has been choppy, while Select Energy Services and Ligand Pharma are quietly adding fuel with solid longer-term trends. On the flip side, Argan and PDF Solutions have been lagging lately, acting as a bit of a brake on returns. With exposure spread across industrials, health care, energy, and financials rather than one dominant sector, the fund leans into diversified small-cap growth stories across the U.S. market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Ligand Pharma | 0.69% | $551.58K | $5.49B | 67.64% | 60 Neutral | |
| PDF Solutions | 0.63% | $503.74K | $1.77B | 100.23% | 69 Neutral | |
| Argan | 0.57% | $451.98K | $5.52B | 47.55% | 73 Outperform | |
| Select Energy Services | 0.56% | $447.39K | $2.62B | 103.40% | 62 Neutral | |
| Ultra Clean Holdings | 0.56% | $446.02K | $3.01B | 139.00% | 52 Neutral | |
| Universal Insurance Holdings | 0.52% | $411.78K | $1.23B | 72.70% | 69 Neutral | |
| Ceco Environmental | 0.47% | $374.67K | $4.07B | 38.48% | 72 Outperform | |
| Crane NXT | 0.47% | $373.31K | $2.72B | -21.40% | 72 Outperform | |
| Oceanfirst Financial | 0.46% | $368.36K | $1.80B | -2.00% | 75 Outperform | |
| Solaris Energy Infrastructure | 0.45% | $355.87K | $4.95B | 91.06% | 69 Neutral |
RUSC Technical Analysis
Negative
―
Price Trends
38.09
Negative
37.53
Negative
35.18
Positive
Market Momentum
-0.36
Positive
35.75
Neutral
15.45
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RUSC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 37.72, equal to the 50-day MA of 38.09, and equal to the 200-day MA of 35.18, indicating a neutral trend. The MACD of -0.36 indicates Positive momentum. The RSI at 35.75 is Neutral, neither overbought nor oversold. The STOCH value of 15.45 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for RUSC.
RUSC Peer Comparison
Comparison Results
Performance Comparison
RUSC
US Small Cap Equity Active ETF
36.80
6.14
20.03%
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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―
FTKI
First Trust Small Cap BuyWrite Income ETF
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ALIL
Argent Focused Small Cap 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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