Compare · 2 funds side by side · dividends reinvested

NUSC and VBR

NUSCNuveen×VBRVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,849VBR · best of the two

02 / 04

NUSC and VBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Small-Cap Value ETFUS Stock Styles · Small cap0.05%1.77%+19.4%+23.4%+20.8%+9.6%−8.9%13.9%$35.1B1.0

Nuveen ESG Small-Cap ETFUS Stock Styles · Small cap0.31%0.91%+15.1%+17.2%+18.3%+5.3%−10.1%16.2%$1.3B2.0

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 · VBR 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

NUSC

VBR

Vanguard Morningstar Small-Cap Value ETF · $35.1B$15,849

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

NUSCMeasureVBR

+15.1%Year to dateJan 1 → Nov 4+19.4%

+17.2%1 yearTotal return+23.4%

+18.3%3 years · per year$10,000 became $16,564 · $17,630+20.8%

+5.3%5 years · per year$10,000 became $12,926 · $15,849+9.6%

0.31%Expense ratio$31 · $5 a year on $10k · lower is better0.05%

0.91%Trailing 12-mo yield$91 · $177 a year on $10k1.77%

−10.1%Worst dropSmaller is better−8.9%

16.2%VolatilityLower is calmer13.9%

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

0–8VBR 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 VBR: Top 5 Holdings

Today

NUSC

5.5%in top 5

VBR

in top 53.3%

NUSCStockVBR

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 5MRNA0.8%

not top 5JBL0.7%

not top 5WSM0.6%

not top 5ATO0.6%

not top 5FFIV0.6%

Held in common19.4%

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

NUSC vs VBR Returns, Every Period

NuveenNUSC

+5.3%

5 years, per year

VBRVanguard

+9.6%

5 years, per year

NUSCVBRFaded: behind in that period

0–4VBR wins

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

NUSC vs VBR

YTD

NuveenNUSC

+15.1%

VBRVanguard

+19.4%

+15.1%Year to date+19.4%

−10.1%Worst drop · 1Y−8.9%

16.2%Volatility · 1Y13.9%

0.9%Yield1.8%

$1.3BAssets$35.1B

4–0VBR wins

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

Cost, Income and Risk

Fees: NUSC, VBR

Today

0.05%lowest, VBR

FundExpense ratioFee$10k

VBR0.05%$5

NUSC0.31%$31

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

Yields: NUSC, VBR

1.77%highest, VBR

FundTrailing yieldYield$10k

VBR1.77%$177

NUSC0.91%$91

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

Income After Fees on $10,000

$172most kept, VBR

VBR$177 − $5 = $172

NUSC$91 − $31 = $60

KeptFee

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

Overlap: NUSC, VBR

Today

19.4%most shared, NUSC and VBR

NUSCVBR

NUSC—19.4%

VBR19.4%—

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

Return vs Bumpiness: 2 ETFs

+23.4%VBR, at 13.9% volatility

VBRWorst drop−8.9%13.9% 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

VBRNUSC

+19.4%Year to date+15.1%

1.8%Yield0.9%

+23.4%Past year+17.2%

0.05%Fee0.31%

4–0VBR 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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026