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NUSA vs NULG

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

NUSA

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

Nuveen

Annual cost

0.14%

Fund size

$34M

NULG

Nuveen ESG Large-Cap Growth ETF

Nuveen

Annual cost

0.26%

Fund size

$2.6B

Key differences

  • NUSA costs 0.12% less per year.
  • NULG is significantly larger than NUSA — larger funds tend to be more liquid and less likely to close.
  • NUSA is classified as fixed income, while NULG is equity — different risk/return profiles.
  • Over the last 3 years, NULG has delivered higher annualized returns.

Side-by-side comparison

NUSANULG
Annual cost (TER)0.14%0.26%
Fund size (AUM)$34M$2.6B
Since20172016
Dividend yield3.82%0.11%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+3.8%+26.8%
CAGR 3Y+4.2%+25.9%
CAGR 5Y+1.5%+14.9%
Sharpe 3Y0.241.12
Volatility 1Y1.85%17.01%
Max drawdown-9.44%-36.17%

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

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