Data as of Oct 28, 2026.
NUSC vs SDVY: Differences, Returns & Fees
Over the year to Oct 28, 2026, NUSC and SDVY finished level, +12.2% against +12.2%, and they share 10% of their weight.
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Net assets: $1.3bn on Jul 31, 2026 for Nuveen ESG Small-Cap ETF, and $11.1bn on Oct 27, 2026 for First Trust SMID Cap Rising Dividend Achievers ETF.
Pair scorecard
NUSC costs 0.27 points a year less; both returned +12.2% over a year.
| Measure | NUSC | SDVY |
|---|---|---|
| Return | ||
| Total return, 1 year | +12.2% | +12.2% |
| Drawdown | ||
| Below its high | 5.7%, high on Aug 14, 2026 | 6.6%, high on Aug 4, 2026 |
| Benchmark | ||
| What it tracks | Nuveen ESG USA Small-Cap Index | Nasdaq US Small Mid Cap Rising Dividend Achievers Index |
| Cost and size | ||
| Expense ratio | 0.31% | 0.58% |
| Net assets, NUSC as of Jul 31, 2026 and SDVY as of Oct 27, 2026 | $1.3bn | $11.1bn |
| Holdings | ||
| Holdings in common | 10% | |
| Top ten holdings, share of the fund | 10.2% | 10.2% |
Holdings in common uses holdings dated Jul 31, 2026 and Oct 27, 2026. Method
Risk and return
Nov 10, 2017 to Oct 23, 2026 · 467 weekly returnsEach against its own benchmark: NUSC against MLRG, Dec 23, 2016 to Oct 23, 2026; SDVY against IWV, Nov 10, 2017 to Oct 23, 2026.
SDVY returned more: +147.8% to +115.6%. NUSC and SDVY swung about the same: 22.5% and 22.8%. NUSC and SDVY fell about the same at their worst: −40.5% and −40.5%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | NUSC | SDVY | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +115.6% | +147.8% | SDVY | Price change plus distributions, reinvested. |
| Annualized | +8.9% | +10.6% | SDVY | Total return as a yearly rate. |
| Price return | +80.5% | +113.0% | SDVY | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 22.5% | 22.8% | Tie | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 15.8% | 16.0% | Tie | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −40.5% | −40.5% | Tie | Deepest fall from a high to the low after it. |
| Upside capture | 93.6% | 95.2% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 103.0% | 101.6% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 1.07 | 1.05 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.77 | 0.70 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.37 | 0.44 | SDVY | Return above Treasury bills per unit of volatility. |
| Sortino | 0.53 | 0.63 | SDVY | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.081 | 0.095 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.22 | 0.26 | SDVY | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | MLRG | IWV | The ETF each fund is measured against. | |
| Alpha | −4.5% a year | −2.5% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | −1.33 | −0.60 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −11.0% to +2.1% | −10.7% to +5.7% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | −0.34 | −0.15 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 10.5% | 12.4% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 467 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, NUSC and SDVY hold 10% of their money in the same securities at the same weight. Holdings dated Jul 31, 2026 and Oct 27, 2026.
half
10% in common
Only in one fund ↓
Side by side
NUSC and SDVY on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
NUSC and SDVY are built for the same job. How do they differ in cost, holdings and results?
- What each follows. NUSC follows Nuveen ESG USA Small-Cap Index and SDVY follows Nasdaq US Small Mid Cap Rising Dividend Achievers Index.
- Holdings in common. 10% of the weight is in the same securities (holdings dated Jul 31, 2026 and Oct 27, 2026).
- Cost. NUSC charges 0.31% of assets a year and SDVY 0.58%, a gap of 0.27 points.
Data as of Oct 28, 2026.
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NUSC
NUSC tracks an index. Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.6% for its benchmark, the MSCI USA Index. The prospectus expense ratio is 0.31% a year. By its holdings filed for Jul 31, 2026, 6% of the fund by weight is stocks the S&P 500 also holds, across 405 positions, with the top ten at 10.2%. It sat 5.7% below its high of Aug 14, 2026 on Oct 28, 2026.
Over the year to Oct 28, 2026 it returned +12.2% with distributions reinvested, against +13.3% for its benchmark, the Russell 3000 Index.
SDVY tracks an index. The prospectus expense ratio is 0.58% a year. By its holdings published by its issuer for Oct 27, 2026, 24% of the fund by weight is stocks the S&P 500 also holds, across 172 positions, with the top ten at 10.2%. It sat 6.6% below its high of Aug 4, 2026 on Oct 28, 2026.
Questions people ask
- Which returned more over the last year, NUSC or SDVY?
- In the year to Oct 28, 2026, with distributions reinvested, NUSC returned +12.2% and SDVY +12.2%.
- Which is cheaper, NUSC or SDVY?
- NUSC is cheaper, by 0.27 percentage points a year. That is about $27 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
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ETFIQ, NUSC against SDVY, data as of Oct 28, 2026. https://etfiq.com/compare/any/nusc-vs-sdvy
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[NUSC against SDVY (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/nusc-vs-sdvy)
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