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NULC vs NUSA

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

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

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 0.07% less per year.
  • NULC is classified as equity, while NUSA is fixed income — different risk/return profiles.
  • Over the last 3 years, NULC has delivered higher annualized returns.

Side-by-side comparison

NULCNUSA
Annual cost (TER)0.21%0.14%
Fund size (AUM)$57M$34M
Since20192017
Dividend yield0.87%3.82%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+3.8%
CAGR 3Y+21.8%+4.2%
CAGR 5Y+11.5%+1.5%
Sharpe 3Y1.170.24
Volatility 1Y12.88%1.85%
Max drawdown-34.86%-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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