NUSC vs VXUS

NUSC vs VXUS

Which is better, NUSC or VXUS?

Small Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. NUSC led over the full window, VXUS over 1Y, 3Y and 5Y.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNUSCVXUS
Expense Ratio0.31%0.05%Best
AUM$1.3B$158.1B
Dividend Yield0.91%2.51%
Holdings4068,747
YTD Return+10.35%+12.57%Best
1Y Return+14.87%+19.71%Best
3Y Return (annualized)+12.79%+19.25%Best
5Y Return (annualized)+4.73%+8.59%Best
Volatility (annualized)21.3%15.1%Best
Max Drawdown-41.5%-39.9%Best
$10,000 over 5 years$12,600$15,099Best
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionDec 13, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 14, 2016 to Sep 15, 2026 (9.8 years).

NUSC vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.8 years both funds cover.

NUSC vs VXUS Performance

Nuveen ESG Small-Cap ETF (NUSC) is an ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NUSC returned +14.87% while VXUS returned +19.71%. Year to date, NUSC is up 10.35% versus a gain of 12.57% for VXUS.

Over three years, NUSC compounded at +12.79% per year against +19.25% for VXUS; over five years the annualized figures are +4.73% and +8.59% respectively. Across the full 10-year window we track, NUSC has the edge at +9.37% annualized vs +8.39%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUSC has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -41.5% for NUSC and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUSC charges 0.31% per year while VXUS charges 0.05%. On a $10,000 position that is $31 vs $5 annually, a gap of $26 per year that compounds over a long holding period. On income, NUSC currently yields 0.91% against 2.51% for VXUS.

Holdings Overlap

NUSC already in VXUS0.9%

At least 0.9% of NUSC's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

6 positions in common, counted across the 400 positions we hold weights for in NUSC and 8,082 in VXUS, against full books of 406 and 8,747.

Top Shared Holdings

StockWeight in NUSCWeight in VXUSDifference
CCCSCcc Intelligent Solutions Hold0.29%0.01%0.28%
EGPEastgroup Properties Inc. Real Estate Investment Trust0.29%0.00%0.29%
JHX:AUJames Hardie Industries Plc Sponsored Adr (1 Ads : 1 Ordinary)0.22%0.03%0.19%
SCLStepan Co0.10%0.00%0.10%
SIG:LNSignet Jewelers Limited Common Shares0.03%0.02%0.01%
601318:SHPing An Insu Ran Ce Group Co. Of C Hin A Ltd.0.00%0.01%0.01%

You are not choosing between two funds in isolation.

Whichever of NUSC and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NUSCVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUSC or VXUS?

NUSC has an expense ratio of 0.31% while VXUS charges 0.05%. VXUS is the cheaper option, by $26 a year on a $10,000 investment.

Which performed better, NUSC or VXUS?

Over the past year NUSC returned +14.87% vs +19.71% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), NUSC annualized +9.37% vs +8.39% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NUSC or VXUS?

NUSC has been the more volatile fund at 21.3% annualized versus 15.1% for VXUS. Worst drawdown: NUSC -41.5% vs VXUS -39.9%.

Should I hold both NUSC and VXUS?

NUSC and VXUS have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, NUSC or VXUS?

NUSC yields 0.91% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than NUSC?

VXUS has a lower expense ratio. NUSC led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.