NULVNuveen ESG Large-Cap Value ETF
Tracks the investment results of the Nuveen ESG USA Large-Cap Value Index.
By Nuveen · Launched 2016
Annual Cost
0.26%
#1,214 of 5,854 · low cost
Fund Size
$2.1B
#745 of 5,854 · large
Return (1Y)Goal
+24.5%
Track Record
9 years
#1,483 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,660+26.6%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Value
Focus
ESG
Index tracked
Nuveen ESG USA Large-Cap Value Index
What it actually holds
By weightConcentration
Top 10 holdings = 27.4% of fund✓ well diversified
Alphabet Inc
8.3%
Intel Corp
3.7%
Coca-Cola Co/The
2.2%
Procter & Gamble Co/The
2.0%
Citigroup Inc
2.0%
Analog Devices Inc
2.0%
Morgan Stanley
1.9%
Verizon Communications Inc
1.8%
AbbVie Inc
1.7%
NXP Semiconductors NV
1.7%
Asset allocation
Stocks
100.0%
By sector
Technology
25.1%
Financial Services
17.4%
Healthcare
13.7%
Industrials
10.7%
Consumer Defensive
9.1%
Communication
8.7%
Utilities
4.3%
Energy
3.4%
Other
7.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.9%Moderate
Year-on-year price swings
Max drawdown
-37.0%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.91Decent risk-adjusted returns
Sortino (3Y)
1.31Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the Nuveen ESG USA Large-Cap Value Index.
- Strategy
- Seeks to track the investment results of the Nuveen ESG USA Large-Cap Value Index by investing all or substantially all assets in equity securities with value characteristics issued by large capitalization companies listed on U.S. exchanges. The Index is comprised of companies that meet certain ESG criteria and is weighted based on market capitalization.
- Inception date
- December 13, 2016
- Fund family
- Nuveen
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Data updated on 2026-08-03