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NUMG vs NUBD

Nuveen ESG Mid-Cap Growth ETF vs Nuveen ESG U.S. Aggregate Bond ETF

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

NUBD

Nuveen ESG U.S. Aggregate Bond ETF

Nuveen

Annual cost

0.12%

Fund size

$449M

Key differences

  • NUBD costs 0.19% less per year.
  • NUMG is classified as equity, while NUBD is fixed income — different risk/return profiles.
  • Over the last 3 years, NUMG has delivered higher annualized returns.

Side-by-side comparison

NUMGNUBD
Annual cost (TER)0.31%0.12%
Fund size (AUM)$354M$449M
Since20162017
Dividend yield0.01%3.91%
Asset classequityfixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.4%+5.4%
CAGR 3Y+8.0%+3.5%
CAGR 5Y+1.0%-0.0%
Sharpe 3Y0.310.01
Volatility 1Y17.94%3.85%
Max drawdown-38.85%-19.45%

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

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