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

Get income9y track recordRanked #700 of 1,650 in this goal

Tracks the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.

By Nuveen · Launched 2017

Annual Cost

0.14%

#523 of 5,861 · low cost

Fund Size

$34M

#4,027 of 5,861 · small

Dividend YieldGoal

3.86%

Track Record

9 years

#1,512 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,228+2.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Index tracking

Focus

ESG

Index tracked

Bloomberg MSCI 1-5 Year Aggregate ESG Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 26.9% of fundwell diversified

United States Treasury Note/Bond
4.2%
United States Treasury Note/Bond
3.5%
United States Treasury Note/Bond
3.4%
United States Treasury Note/Bond
2.8%
United States Treasury Note/Bond
2.8%
United States Treasury Note/Bond
2.7%
US TREASURY N/B
2.1%
United States Treasury Note/Bond
1.9%
United States Treasury Note/Bond
1.8%
United States Treasury Note/Bond
1.8%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.8%Low

Year-on-year price swings

Max drawdown
-9.4%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.30Below average
Sortino (3Y)
0.44Moderate downside risk

Bond profile

Duration

4.0 years

Avg maturity

9.9 years

Credit ratings

US Government
68.8%
AAA
7.3%
AA
68.4%
A
12.8%
BBB
10.8%
Other
0.7%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index.
Strategy
Invests primarily in U.S. dollar-denominated, investment grade taxable debt securities using a representative sampling strategy to track the Bloomberg MSCI 1-5 Year Aggregate ESG Select Index. The Fund reconstitutes and rebalances monthly, investing at least 80% of net assets in component securities of the Index.
Inception date
March 31, 2017
Fund family
Nuveen

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Data updated on 2026-08-04