VS

Correlation: 98.1%

What is VIOO?

VIOO was created on 2010-09-07 by Vanguard. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 2762.17m in AUM and 601 holdings. VIOO tracks a market-cap-weighted index of 600 small-cap US stocks selected by an S&P Committee.

What is NUSC?

NUSC was created on 2016-12-13 by Nuveen. The fund's investment portfolio concentrates primarily on small cap equity. NUSC tracks a multi-factor-weighted index of small-cap companies listed on US exchanges. Holdings are screened for environmental", social", and governance (ESG) criteria.

Key Details

VIOO
NUSC
Website
investor.vanguard.com
www.nuveen.com
Inception Date

Sep 07, 2010

Dec 13, 2016

Asset Class

Equity

Equity

Investment Segment

Small Cap

Small Cap

AUM
$2.49B
$996.32M
Dividend Yield
1.81%
1.39%
Expense Ratio
0.07%
0.31%
Return 1Y
-12.53%
-15.07%

Holdings

Vanguard S&P Small Cap 600 ETF - VIOO is made up of 602 holdings. Nuveen ESG Small Cap ETF - NUSC is made up of 466 holdings.

Name
Weight
A
ALKAlaska Air Group, Inc.

0.69%

H
HIMSHims & Hers Health, Inc.

0.65%

A
ATIATI, Inc. (Texas)

0.62%

V
VFCVF Corp.

0.62%

B
BBWIBath & Body Works, Inc.

0.59%

E
EATBrinker International, Inc.

0.55%

C
COOPMr. Cooper Group, Inc.

0.54%

Q
QRVOQorvo, Inc.

0.51%

J
JXNJackson Financial, Inc.

0.51%

T
TRNOTerreno Realty Corp.

0.51%

S
SPXCSPX Technologies, Inc.

0.51%

A
AWIArmstrong World Industries, Inc.

0.5%

L
LNCLincoln National Corp.

0.5%

G
GKOSGlaukos Corp.

0.5%

B
BMIBadger Meter, Inc.

0.46%

J
JBTJBT Marel Corp.

0.46%

A
ACIWACI Worldwide, Inc.

0.45%

R
RHIRobert Half, Inc.

0.45%

G
GPIGroup 1 Automotive, Inc.

0.45%

M
MMSIMerit Medical Systems, Inc.

0.45%

L
LRNStride, Inc.

0.44%

E
ETSYEtsy, Inc.

0.43%

E
EPRTEssential Properties Realty Trust, Inc.

0.43%

B
BCPCBalchem Corp.

0.42%

C
CORTCorcept Therapeutics, Inc.

0.42%

I
INSPInspire Medical Systems, Inc.

0.42%

I
IDCCInterDigital, Inc.

0.41%

S
SKYChampion Homes, Inc.

0.41%

S
SNDKSanDisk Corp.

0.4%

A
ABGAsbury Automotive Group, Inc.

0.39%

Name
Weight
G
GMEGameStop Corp.

1.09%

M
MUSAMurphy USA, Inc.

1.08%

E
EWBCEast West Bancorp, Inc.

0.94%

C
CASYCasey's General Stores, Inc.

0.93%

F
FTITechnipFMC plc

0.91%

H
HRBH&R Block, Inc.

0.91%

R
REXRRexford Industrial Realty, Inc.

0.87%

A
AGNCAGNC Investment Corp.

0.85%

C
CNMCore & Main, Inc.

0.83%

E
EXLSExlService Holdings, Inc.

0.82%

R
RYANRyan Specialty Holdings, Inc.

0.81%

F
FIXComfort Systems USA, Inc.

0.8%

U
UGIUGI Corp.

0.79%

C
CRCrane Co.

0.78%

U
USFDUS Foods Holding Corp.

0.77%

C
CVLTCommvault Systems, Inc.

0.75%

B
BERYBerry Global Group, Inc.

0.73%

F
FAFFirst American Financial Corp.

0.73%

P
PCORProcore Technologies, Inc.

0.73%

H
HASHasbro, Inc.

0.73%

K
KBRKBR, Inc.

0.71%

B
BFAMBright Horizons Family Solutions, Inc.

0.7%

A
AXTAAxalta Coating Systems Ltd.

0.69%

E
EATBrinker International, Inc.

0.69%

A
ARMKAramark

0.67%

L
LADLithia Motors, Inc.

0.67%

M
MORNMorningstar, Inc.

0.66%

L
LRNStride, Inc.

0.66%

C
CBSHCommerce Bancshares, Inc. (Missouri)

0.65%

J
JXNJackson Financial, Inc.

0.63%

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Stock Correlation

The stocks that are correlated to VIOO - Vanguard S&P Small Cap 600 ETF are PNFP, HWC, ITT, WTFC, SSB

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
P
PNFPPinnacle Financial Partners, Inc.
83.77%$6.77B+4.99%1.00%
H
HWCHancock Whitney Corp.
83.27%$3.97B+3.64%3.47%
I
ITTITT, Inc.
82.82%$9.26B-14.41%1.12%
W
WTFCWintrust Financial Corp.
82.48%$6.40B-5.47%1.89%
S
SSBSouthState Corp.
82.45%$8.32B-0.53%2.58%
U
UBSIUnited Bankshares, Inc. (West Virginia)
82.26%$4.53B-8.83%4.61%
S
SBCFSeacoast Banking Corp. of Florida
82.22%$1.93B-6.89%3.16%
O
ONBOld National Bancorp
82.20%$5.79B+7.91%3.02%
S
SFBSServisFirst Bancshares, Inc.
82.12%$3.83B+8.90%1.79%
U
UCBUnited Community Banks, Inc.
82.07%$2.88B-5.90%3.89%
I
IBOCInternational Bancshares Corp.
81.78%$3.53B+1.38%2.39%
A
ABCBAmeris Bancorp
81.68%$3.51B+6.96%1.34%
F
FNBF.N.B. Corp. (Pennsylvania)
81.62%$4.18B-15.05%4.04%
A
AVNTAvient Corp.
81.60%$2.73B-30.08%3.54%
E
EWBCEast West Bancorp, Inc.
81.57%$10.01B-5.39%3.03%
E
ENVAEnova International, Inc.
81.48%$2.25B+38.33%0.00%
C
CADECadence Bank
81.38%$4.84B-5.90%3.78%
A
ASBAssociated Banc-Corp
81.35%$3.20B-9.89%4.62%
N
NPOEnpro, Inc.
81.25%$2.99B-14.64%0.84%
R
REZIResideo Technologies, Inc.
81.21%$2.32B-28.74%0.00%

The stocks that are correlated to NUSC - Nuveen ESG Small Cap ETF are ITT, BN, PNFP, REZI, AVNT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
84.48%$9.26B-14.41%1.12%
B
BNBrookfield Corp.
82.61%$68.79B+13.25%0.71%
P
PNFPPinnacle Financial Partners, Inc.
80.89%$6.77B+4.99%1.00%
R
REZIResideo Technologies, Inc.
80.75%$2.32B-28.74%0.00%
A
AVNTAvient Corp.
80.40%$2.73B-30.08%3.54%
W
WTFCWintrust Financial Corp.
80.35%$6.40B-5.47%1.89%
B
BNTBrookfield Wealth Solutions Ltd.
80.32%$9.16B+12.20%0.00%
A
AITApplied Industrial Technologies, Inc.
80.31%$7.99B+5.81%0.73%
N
NPOEnpro, Inc.
80.26%$2.99B-14.64%0.84%
A
AWIArmstrong World Industries, Inc.
80.25%$5.58B+5.78%0.90%
E
ENVAEnova International, Inc.
80.20%$2.25B+38.33%0.00%
K
KNKnowles Corp.
80.04%$1.15B-18.33%0.00%
E
EVREvercore, Inc.
79.75%$6.45B-15.71%1.89%
E
EWBCEast West Bancorp, Inc.
79.71%$10.01B-5.39%3.03%
H
HWCHancock Whitney Corp.
79.29%$3.97B+3.64%3.47%
O
ONBOld National Bancorp
79.26%$5.79B+7.91%3.02%
S
SNVSynovus Financial Corp.
78.84%$5.46B-0.69%3.88%
A
APAMArtisan Partners Asset Management, Inc.
78.79%$2.43B-24.06%8.41%
F
FLSFlowserve Corp.
78.58%$5.26B-16.52%2.06%
P
PIPRPiper Sandler Cos.
78.56%$3.78B+7.31%1.18%

ETF Correlation

The ETFs that are correlated to VIOO - Vanguard S&P Small Cap 600 ETF are IJR, SPSM, FNDA, DFAS, IJT

Name
Correlation
AUM
Expense Ratio
I
IJRiShares Core S&P Small Cap ETF
99.71%$71.07B0.06%
S
SPSMSPDR Portfolio S&P 600 Small Cap ETF
99.66%$9.92B0.03%
F
FNDASchwab Fundamental U.S. Small Company ETF
98.94%$7.87B0.25%
D
DFASDimensional U.S. Small Cap ETF
98.91%$8.35B0.26%
I
IJTiShares S&P Small Cap 600 Growth ETF
98.62%$5.28B0.18%
S
SLYGSPDR S&P 600 Small Cap Growth ETF
98.54%$3.03B0.15%
P
PRFZInvesco RAFI US 1500 Small Mid ETF
98.54%$2.20B0.39%
T
TPSCTimothy Plan US Small Cap Core ETF
98.49%$166.26M0.52%
I
IJSiShares S&P Small Cap 600 Value ETF
98.49%$5.69B0.18%
I
IWNiShares Russell 2000 Value ETF
98.43%$9.87B0.24%
S
SLYVSPDR S&P 600 Small Cap Value ETF
98.39%$3.36B0.15%
V
VIOVVanguard S&P Small Cap 600 Value ETF
98.28%$1.09B0.1%
G
GSSCGoldman Sachs ActiveBeta U.S. Small Cap Equity ETF
98.23%$469.07M0.2%
S
SCHASchwab U.S. Small Cap ETF
98.07%$14.38B0.04%
N
NUSCNuveen ESG Small Cap ETF
98.07%$996.32M0.31%
F
FYXTraded Fund III First Trust Small Cap Core AlphaDEX Fund
97.94%$750.07M0.6%
V
VBRVanguard Small Cap Value ETF
97.92%$25.70B0.07%
V
VTWOVanguard Russell 2000 Index ETF
97.91%$10.21B0.07%
I
IWMiShares Russell 2000 ETF
97.89%$56.81B0.19%
D
DFATDimensional U.S. Targeted Value ETF
97.88%$9.07B0.28%

The ETFs that are correlated to NUSC - Nuveen ESG Small Cap ETF are ESML, SCHA, SMMD, VB, DFAS

Name
Correlation
AUM
Expense Ratio
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
99.49%$1.58B0.17%
S
SCHASchwab U.S. Small Cap ETF
99.23%$14.38B0.04%
S
SMMDiShares Russell 2500 ETF
99.16%$1.16B0.15%
V
VBVanguard Small Cap ETF
99.11%$53.33B0.05%
D
DFASDimensional U.S. Small Cap ETF
98.88%$8.35B0.26%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
98.60%$1.53B0.24%
F
FNDASchwab Fundamental U.S. Small Company ETF
98.58%$7.87B0.25%
P
PRFZInvesco RAFI US 1500 Small Mid ETF
98.51%$2.20B0.39%
I
IJHiShares Core S&P Mid Cap ETF
98.40%$81.10B0.05%
M
MDYS&P MidCap 400 ETF
98.40%$19.37B0.24%
V
VTWOVanguard Russell 2000 Index ETF
98.39%$10.21B0.07%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
98.38%$11.04B0.03%
I
IWMiShares Russell 2000 ETF
98.36%$56.81B0.19%
I
IVOOVanguard S&P Mid Cap 400 ETF
98.35%$2.14B0.07%
I
IJRiShares Core S&P Small Cap ETF
98.33%$71.07B0.06%
S
SPSMSPDR Portfolio S&P 600 Small Cap ETF
98.26%$9.92B0.03%
V
VBRVanguard Small Cap Value ETF
98.11%$25.70B0.07%
S
SMLFiShares U.S. Small Cap Equity Factor ETF
98.08%$1.57B0.15%
V
VIOOVanguard S&P Small Cap 600 ETF
98.07%$2.49B0.07%
F
FSMDFidelity Small Mid Multifactor ETF
97.95%$1.02B0.16%

Holding Overlap

VIOO - Vanguard S&P Small Cap 600 ETF and NUSC - Nuveen ESG Small Cap ETF have a 174 holding overlap. Which accounts for a 23.8% overlap.

Number of overlapping holdings

174

% of overlapping holdings

23.75%

Name
Weight in VIOO
Weight in NUSC
H
HIMSHims & Hers Health Inc - Ordinary Shares - Class A
0.65%0.50%
A
ATIATI Inc
0.62%0.62%
V
VFCVF Corp.
0.62%0.28%
E
EATBrinker International, Inc.
0.55%0.69%
J
JXNJackson Financial Inc - Ordinary Shares - Class A
0.51%0.63%
T
TRNOTerreno Realty Corp
0.51%0.62%
S
SPXCSPX Technologies Inc
0.51%0.33%
L
LNCLincoln National Corp.
0.50%0.14%
G
GKOSGlaukos Corporation
0.50%0.15%
B
BMIBadger Meter Inc.
0.46%0.61%

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Disclaimer

Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.

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