RUSC - ETF AI Analysis
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US Small Cap Equity Active ETF (RUSC)
RUSC, the US Small Cap Equity Active ETF, has a solid overall rating driven by several strong holdings with healthy financial performance and growth prospects, such as Argan (AGX) and CECO Environmental (CECO), which benefit from robust backlogs, revenue growth, and positive earnings outlooks. At the same time, weaker names like Ultra Clean Holdings (UCTT), which faces declining revenue and profitability, and holdings with overvaluation or cash flow challenges slightly weigh on the fund’s quality. A key risk factor is the ETF’s exposure to small-cap companies that can be more volatile, especially when some holdings show mixed technical signals and pressure on cash flow or profitability.
RUSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 85.25M
- Region
- North America
- Expense Ratio
- 0.64%
- Beta
- 0.93
- Issuer
- Russell Investments
- Inception Date
- May 13, 2025
- Dividend Yield
- 0.32%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
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 nimble names are doing the heavy lifting. Ultra Clean Holdings has been a standout, rising strongly year-to-date even after some recent stumbles, while PDF Solutions and Solaris Energy Infrastructure add more momentum from the tech and energy corners. Universal Insurance is steadily supporting returns, but Argan and CECO Environmental have turned more mixed, and OceanFirst Financial is clearly lagging. Overall, the ETF leans into U.S. small-cap health care, industrials, financials, and technology, with no single stock dominating the story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 LGND | Ligand Pharma | 0.69% | $551.58K | $6.43B | 60.48% | 60Neutral |
 PDFS | PDF Solutions | 0.63% | $503.74K | $1.73B | 33.78% | 69Neutral |
 AGX | Argan | 0.57% | $451.98K | $4.83B | 9.11% | 73Outperform |
 WTTR | Select Energy Services | 0.56% | $447.39K | $2.54B | 57.96% | 62Neutral |
 UCTT | Ultra Clean Holdings | 0.56% | $446.02K | $2.38B | 70.85% | 52Neutral |
 UVE | Universal Insurance Holdings | 0.52% | $411.78K | $1.34B | 59.09% | 69Neutral |
 CECO | Ceco Environmental | 0.47% | $374.67K | $2.96B | -0.59% | 72Outperform |
 CXT | Crane NXT | 0.47% | $373.31K | $3.37B | -4.16% | 72Outperform |
 OCFC | Oceanfirst Financial | 0.46% | $368.36K | $1.77B | 2.70% | 75Outperform |
 SEI | Solaris Energy Infrastructure | 0.45% | $355.87K | $5.67B | 22.86% | 69Neutral |
RUSC Technical Analysis
Price Trends
Market Momentum
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 36.78 is above the 20-day moving average (MA) of 36.28, below the 50-day MA of 36.91, and above the 200-day MA of 35.87, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 53.27 is Neutral, neither overbought nor oversold. The STOCH value of 87.26 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RUSC.
RUSC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| RUSC | $36.78 | $39.00(6.05% Upside) | $85.25M | 0.64% | 64Neutral |
 AIMS | $27.07 | $34.41(27.15% Upside) | $84.74M | 0.75% | 65Neutral |
 SYZ | $29.51 | $36.38(23.25% Upside) | $63.23M | 0.61% | 66Neutral |
 ESSC | $28.92 | $37.81(30.74% Upside) | $34.73M | 0.49% | 66Neutral |
 FTKI | $19.46 | $23.21(19.29% Upside) | $25.61M | 0.86% | 63Neutral |
 ALIL | $29.89 | $36.41(21.81% Upside) | $22.86M | 0.74% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| RUSC | US Small Cap Equity Active ETF | 36.78 | 6.77 | 22.55% | |
| AIMS | Acuitas Small Cap Active ETF | 27.07 | 1.89 | 7.49% | |
| SYZ | Lazard US Systematic Small Cap Equity ETF | 29.51 | 5.54 | 23.10% | |
| ESSC | Eventide Small Cap ETF | 28.92 | 4.17 | 16.86% | |
| FTKI | First Trust Small Cap BuyWrite Income ETF | 19.46 | 3.12 | 19.06% | |
| ALIL | Argent Focused Small Cap ETF | 29.89 | 1.61 | 5.69% |
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.