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NUSA vs EAGG

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

NUSA

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

Nuveen

Annual cost

0.14%

Fund size

$34M

EAGG

iShares ESG U.S. Aggregate Bond ETF

iShares

Annual cost

0.10%

Fund size

$4.7B

Key differences

  • EAGG is significantly larger than NUSA — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

NUSAEAGG
Annual cost (TER)0.14%0.10%
Fund size (AUM)$34M$4.7B
Since20172018
Dividend yield3.82%3.97%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.8%+5.6%
CAGR 3Y+4.2%+3.5%
CAGR 5Y+1.5%+0.0%
Sharpe 3Y0.240.02
Volatility 1Y1.85%3.83%
Max drawdown-9.44%-18.74%

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

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