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NUBD vs NCPB

Nuveen ESG U.S. Aggregate Bond ETF vs Nuveen Core Plus Bond ETF

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Annual cost

0.12%

Fund size

$449M

NCPB

Nuveen Core Plus Bond ETF

Annual cost

0.31%

Fund size

$57M

Key differences

  • NUBD costs 0.19% less per year.
  • NUBD is significantly larger than NCPB — larger funds tend to be more liquid and less likely to close.
  • NUBD follows a index tracking strategy; NCPB uses active selection.
  • NUBD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NUBDNCPB
Annual cost (TER)0.12%0.31%
Fund size (AUM)$449M$57M
Since20172024
Dividend yield3.91%5.18%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+5.4%+6.7%
CAGR 3Y+3.9%N/A
CAGR 5Y+0.1%N/A
Sharpe 3Y0.09N/A
Volatility 1Y3.82%3.56%
Max drawdown-19.45%-4.25%

Similar to NUBD and NCPB