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NUBDNuveen ESG U.S. Aggregate Bond ETF

Get income8y track recordRanked #267 of 1,624 in this goal

Seeks to track the investment results of the Bloomberg MSCI U.S. Aggregate ESG Select Index.

By Nuveen · Launched 2017

Annual Cost

0.12%

#606 of 5,568 · low cost

Fund Size

$451M

#1,650 of 5,568 · large

Dividend YieldGoal

3.96%

Track Record

8 years

#1,618 of 5,568 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,392+3.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

ESG

Index tracked

Bloomberg MSCI US Aggregate ESG Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 10.3% of fundwell diversified

United States Treasury Note/Bond
1.7%
Fannie Mae
1.1%
United States Treasury Note/Bond
1.1%
United States Treasury Note/Bond
1.0%
United States Treasury Note/Bond
1.0%
United States Treasury Note/Bond
1.0%
United States Treasury Note/Bond
1.0%
United States Treasury Note/Bond
0.8%
United States Treasury Note/Bond
0.8%
US TREASURY N/B
0.8%

Asset allocation

Bonds
99.7%
Cash
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.8%Low

Year-on-year price swings

Max drawdown
-19.5%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.10Below average
Sortino (3Y)
0.14Moderate downside risk

Bond profile

Duration

3.9 years

Avg maturity

9.5 years

Credit ratings

US Government
48.6%
AAA
4.0%
AA
70.6%
A
12.5%
BBB
12.5%
Other
0.4%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to track the investment results of the Bloomberg MSCI U.S. Aggregate ESG Select Index.
Strategy
Invests primarily in securities of the Bloomberg MSCI U.S. Aggregate ESG Select Index, which selects from the Bloomberg U.S. Aggregate Bond Index based on ESG criteria. The Fund uses a representative sampling strategy to achieve its investment objective.
Inception date
September 29, 2017
Fund family
Nuveen

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Data updated on 2026-06-20