Compare · 2 funds side by side · dividends reinvested

NUSC and IWM

NUSCNuveen×IWMiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,509IWM · best of the two

02 / 04

NUSC and IWM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 ETFUS Stock Styles · Small cap0.19%0.96%+16.2%+16.9%+21.6%+6.2%−11.1%18.2%$75.8B1.4

Nuveen ESG Small-Cap ETFUS Stock Styles · Small cap0.31%0.91%+15.1%+17.2%+18.3%+5.3%−10.1%16.2%$1.3B1.6

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 · IWM 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

NUSC

IWM

iShares Russell 2000 ETF · $75.8B$13,509

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

NUSCMeasureIWM

+15.1%Year to dateJan 1 → Nov 4+16.2%

+17.2%1 yearTotal return+16.9%

+18.3%3 years · per year$10,000 became $16,564 · $18,002+21.6%

+5.3%5 years · per year$10,000 became $12,926 · $13,509+6.2%

0.31%Expense ratio$31 · $19 a year on $10k · lower is better0.19%

0.91%Trailing 12-mo yield$91 · $96 a year on $10k0.96%

−10.1%Worst dropSmaller is better−11.1%

16.2%VolatilityLower is calmer18.2%

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

3–5IWM wins

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 IWM: Top 5 Holdings

Today

NUSC

5.5%in top 5

IWM

in top 51.9%

NUSCStockIWM

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

not top 5GKOS0.5%

not top 5BTSG0.4%

not top 5MOG-A0.3%

not top 5UMBF0.3%

not top 5VSAT0.3%

Held in common22.1%

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

NUSC vs IWM Returns, Every Period

NuveenNUSC

+5.3%

5 years, per year

IWMiShares

+6.2%

5 years, per year

NUSCIWMFaded: behind in that period

1–3IWM wins

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

NUSC vs IWM

YTD

NuveenNUSC

+15.1%

IWMiShares

+16.2%

+15.1%Year to date+16.2%

−10.1%Worst drop · 1Y−11.1%

16.2%Volatility · 1Y18.2%

0.9%Yield1.0%

$1.3BAssets$75.8B

2–2level

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

Cost, Income and Risk

Fees: NUSC, IWM

Today

0.19%lowest, IWM

FundExpense ratioFee$10k

IWM0.19%$19

NUSC0.31%$31

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

Yields: NUSC, IWM

0.96%highest, IWM

FundTrailing yieldYield$10k

IWM0.96%$96

NUSC0.91%$91

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

Income After Fees on $10,000

$77most kept, IWM

IWM$96 − $19 = $77

NUSC$91 − $31 = $60

KeptFee

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

Overlap: NUSC, IWM

Today

22.1%most shared, NUSC and IWM

NUSCIWM

NUSC—22.1%

IWM22.1%—

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

NUSCWorst drop−10.1%16.2% vol

IWMWorst drop−11.1%18.2% vol

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

Paid More vs Made More

YTD

IWMNUSC

+16.2%Year to date+15.1%

1.0%Yield0.9%

+16.9%Past year+17.2%

0.19%Fee0.31%

3–1IWM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

IWM vs VB

YTD

iSharesIWM

+16.2%

VBVanguard

+15.8%

+16.2%Year to date+15.8%

1.0%Yield1.2%

$75.8BAssets$76.9B

1–1level

End-of-day Nov 4, 2026

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