NUSC vs VXUS

Quick Verdict

VXUS has a lower expense ratio. NUSC delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: NUSCMore Diversified: VXUS

Side-by-Side Comparison

MetricNUSCVXUSWinner
Expense Ratio0.31%0.05%
AUM$1.3B$156.5B
Dividend Yield0.90%2.60%
Holdings4408,747
YTD Return+17.36%+13.57%
1Y Return+29.96%+28.78%
3Y Return (annualized)+13.11%+18.63%
5Y Return (annualized)+6.27%+9.05%
Volatility (annualized)21.4%15.1%
Max Drawdown-41.5%-39.9%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionDec 13, 2016Jan 26, 2011

NUSC vs VXUS Performance

Nuveen ESG Small-Cap ETF (NUSC) is a ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NUSC returned +29.96% while VXUS returned +28.78%. Year to date, NUSC is up 17.36% versus a gain of 13.57% for VXUS.

Over three years, NUSC compounded at +13.11% per year against +18.63% for VXUS; over five years the annualized figures are +6.27% and +9.05% respectively. Across the full 10-year window we track, NUSC has the edge at +10.19% annualized vs +4.80%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUSC has been the more volatile fund, with annualized monthly volatility of 21.4% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 0.90% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

NUSC and VXUS share 6 holdings out of 8287 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUSCWeight in VXUSDifference
EGP0.46%0.00%0.46%
CASH0.17%0.00%0.17%
SIG:LN0.14%0.02%0.12%
SCLProProPro
ESEProProPro
601318:SHProProPro
See all 6 holdings NUSC shares with VXUS
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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. On a $10,000 investment, that is $26 per year of difference.

Which performed better, NUSC or VXUS?

Over the past year NUSC returned +29.96% vs +28.78% for VXUS, so NUSC leads on 1-year performance. Over the longest common window we track (10 years), NUSC annualized +10.19% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, NUSC or VXUS?

NUSC has been the more volatile fund at 21.4% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUSC and VXUS?

NUSC and VXUS share 6 common holdings with a 0.0% weight overlap. Combined, they hold 8287 unique securities.

Which pays a higher dividend, NUSC or VXUS?

NUSC yields 0.90% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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