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NUSA vs NCPB

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

NUSA

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

Annual cost

0.14%

Fund size

$34M

NCPB

Nuveen Core Plus Bond ETF

Annual cost

0.31%

Fund size

$57M

Key differences

  • NUSA costs 0.17% less per year.
  • NUSA follows a index tracking strategy; NCPB uses active selection.
  • NUSA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NUSANCPB
Annual cost (TER)0.14%0.31%
Fund size (AUM)$34M$57M
Since20172024
Dividend yield3.82%5.18%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+3.9%+6.7%
CAGR 3Y+4.3%N/A
CAGR 5Y+1.6%N/A
Sharpe 3Y0.30N/A
Volatility 1Y1.83%3.56%
Max drawdown-9.44%-4.25%

Similar to NUSA and NCPB