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NUBD vs NULC

Nuveen ESG U.S. Aggregate Bond ETF vs Nuveen ESG Large-Cap ETF

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.12%

Fund size

$449M

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

Key differences

  • NUBD costs 0.09% less per year.
  • NUBD is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • NUBD is classified as fixed income, while NULC is equity — different risk/return profiles.
  • Over the last 3 years, NULC has delivered higher annualized returns.

Side-by-side comparison

NUBDNULC
Annual cost (TER)0.12%0.21%
Fund size (AUM)$449M$57M
Since20172019
Dividend yield3.91%0.87%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.4%+25.8%
CAGR 3Y+3.5%+21.8%
CAGR 5Y-0.0%+11.5%
Sharpe 3Y0.011.17
Volatility 1Y3.85%12.88%
Max drawdown-19.45%-34.86%

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

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