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NCPB vs NUSA

Nuveen Core Plus Bond ETF vs Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF

NCPB

Nuveen Core Plus Bond ETF

Nuveen

Annual cost

0.31%

Fund size

$57M

NUSA

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.14%

Fund size

$34M

Key differences

  • NUSA costs 0.17% less per year.
  • NCPB follows a active selection strategy; NUSA uses index tracking.
  • NUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NCPBNUSA
Annual cost (TER)0.31%0.14%
Fund size (AUM)$57M$34M
Since20242017
Dividend yield5.18%3.82%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+6.7%+3.8%
CAGR 3YN/A+4.2%
CAGR 5YN/A+1.5%
Sharpe 3YN/A0.24
Volatility 1Y3.59%1.85%
Max drawdown-4.25%-9.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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