Compare · 2 funds side by side · dividends reinvested

NUSC and DFNL

NUSCNuveen×DFNLDavis×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,050DFNL · best of the two

02 / 04

NUSC and DFNL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Nuveen ESG Small-Cap ETFUS Stock Styles · Small cap0.31%0.91%+15.1%+17.2%+18.3%+5.3%−10.1%16.2%$1.3B1.5

Davis Select Financial ETFSectors · Financials0.61%1.28%+6.8%+16.9%+28.3%+12.5%−12.9%14.9%$455M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NUSC 2016 · DFNL 2017

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG Small-Cap ETF · $1.3B$12,926

NUSC

DFNL

Davis Select Financial ETF · $455M$18,050

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

NUSCMeasureDFNL

+15.1%Year to dateJan 1 → Nov 4+6.8%

+17.2%1 yearTotal return+16.9%

+18.3%3 years · per year$10,000 became $16,564 · $21,129+28.3%

+5.3%5 years · per year$10,000 became $12,926 · $18,050+12.5%

0.31%Expense ratio$31 · $61 a year on $10k · lower is better0.61%

0.91%Trailing 12-mo yield$91 · $128 a year on $10k1.28%

−10.1%Worst dropSmaller is better−12.9%

16.2%VolatilityLower is calmer14.9%

NUSCDFNL Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUSC vs DFNL: Top 5 Holdings

Today

NUSC

5.5%in top 5

DFNL

in top 535.0%

NUSCStockDFNL

not top 5COF10.7%

not top 5USB6.5%

not top 5MKL6.0%

not top 5BRK-B5.9%

not top 5FITB5.9%

1.2%VTRSnot top 5

1.1%HSTnot top 5

1.1%EWBCnot top 5

1.1%RNRnot top 5

1.0%NXTnot top 5

Held in common1.1%

End-of-day Nov 4, 2026 · share of each fund

NUSC vs DFNL Returns, Every Period

NuveenNUSC

+5.3%

5 years, per year

DFNLDavis

+12.5%

5 years, per year

NUSCDFNLFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: NUSC vs DFNL

YTD

NuveenNUSC

+15.1%

DFNLDavis

+6.8%

+15.1%Year to date+6.8%

−10.1%Worst drop · 1Y−12.9%

16.2%Volatility · 1Y14.9%

0.9%Yield1.3%

$1.3BAssets$455M

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUSC, DFNL

Today

0.31%lowest, NUSC

FundExpense ratioFee$10k

NUSC0.31%$31

DFNL0.61%$61

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUSC, DFNL

1.28%highest, DFNL

FundTrailing yieldYield$10k

DFNL1.28%$128

NUSC0.91%$91

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, DFNL

DFNL$128 − $61 = $67

NUSC$91 − $31 = $60

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUSC, DFNL

Today

1.1%most shared, NUSC and DFNL

NUSCDFNL

NUSC—1.1%

DFNL1.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.2%NUSC, at 16.2% volatility

DFNLWorst drop−12.9%14.9% vol

NUSCWorst drop−10.1%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFNLNUSC

+6.8%Year to date+15.1%

1.3%Yield0.9%

+16.9%Past year+17.2%

0.61%Fee0.31%

3–1NUSC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026