Nuveen ESG Large-Cap Growth ETF
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- Description
- Performance
- Comps
Fundamentals
Valuation
Rating
The NuShares ESG Large-Cap Growth ETF tracks an index composed of large-cap U.S. companies with growth characteristics that also meet certain environmental, social, and governance criteria. |
Category | US Equities |
Fund Sponsor | Nuveen |
Website | www.nuveen.com |
Inception date | Dec 13, 2016 |
Assets (mns) | $484 |
Currency | USD |
Expense ratio | 35 bp |
Distributions | Annually |
Regulation | Open-Ended Fund |
Custodian | |
Weighting | Multi-Factor |
Index replication | |
Uses derivatives | No |
Options available | No |
No. of constituents | 81 |
Wgt avg mkt cap (mns) | $343,570 |
Large cap (>$10bn) | 99.3% |
Mid cap ($2-10bn) | 0.7% |
Small cap (<$2bn) | 0.0% |
Developed mkts | 98.1% |
Emerging mkts | 1.9% |
MICROSOFT CORP | 7.8 % |
TESLA MOTORS INC | 5.5 % |
ALPHABET INC. CLASS A | 4.1 % |
ALPHABET INC. CLASS C | 3.1 % |
NVIDIA CORP | 2.9 % |
PAYPAL HOLDINGS INC | 2.8 % |
MASTERCARD INC-CLASS A | 2.6 % |
THERMO FISHER SCIENTIFIC INC | 2.4 % |
ADOBE SYSTEMS INC | 2.3 % |
NIKE INC -CL B | 2.2 % | Total | 35.7 % |
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UNITED STATES | 94.4 % |
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ARGENTINA | 2.1 % |
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IRELAND | 1.5 % |
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BRITAIN | 0.9 % |
HISTORICAL PERFORMANCE 

Custom date range | Compare to | ||
thru |
Year-to-date | 1 year | 5 years | 10 years | Since Incep. |
39.5% | 39.5% | -- | -- | 24.7% |
versus... | Beta | R-squared |
S&P500 | 1.05 | 94% |
MSCI EAFE | 0.94 | 75% |
MSCI Emg. Mkts. | 0.73 | 58% |
Recent close | $56.61 |
30d moving avg. | $56.30 |
Annualized volatility | 20.3% |
Short interest (ETF) | 0.0% |
Relative strength (RSI) | 55 |
Avg. volume (thou.) | 71 |
Turnover | 0.8% |
Bid/Ask (% of price) | 0.11% |
ADV underlying (mns) | $80,437 |
FINDING ALTERNATIVE FUNDS
Below is a list of 99 potential alternatives to the Nuveen ESG Large-Cap Growth ETF ETF based on the alternatives' overlap in portfolio holdings with NULG. Consider funds with lower expense ratios and/or higher ALTAR Score™ ratings as possible alternatives.
Benchmark ticker: | NULG | Expense: | 35 bp | ALTAR Score™: | 3.0% |
Ticker | Fund Name |
Overlap1 vs NULG (%) |
Expense ratio (bp) |
Savings vs NULG (bp) |
ALTAR Score™ (%) |
ALTAR vs NULG (%) |
JKE | iShares Morningstar Large-Cap Growth ETF | 45.2 | 25 | 10 | 2.3 | -0.8 |
PWB | Invesco Dynamic Large Cap Growth ETF | 44.2 | 56 | -21 | 2.2 | -0.8 |
NULC | Nuveen ESG Large-Cap ETF | 43.2 | 20 | 15 | 4.3 | +1.3 |
MGK | Vanguard Mega Cap Growth ETF | 41.2 | 7 | 28 | 3.8 | +0.8 |
MTUM | iShares MSCI USA Momentum Factor ETF | 39.3 | 15 | 20 | 2.3 | -0.7 |
USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 39.0 | 10 | 25 | 4.9 | +1.9 |
SUSL | iShares ESG MSCI USA Leaders ETF | 39.0 | 10 | 25 | 4.9 | +1.9 |
DSI | iShares MSCI KLD 400 Social ETF | 38.0 | 25 | 10 | 4.7 | +1.6 |
SCHG | Schwab U.S. Large-Cap Growth ETF | 37.4 | 4 | 31 | 3.3 | +0.3 |
USXF | iShares ESG Advanced MSCI USA ETF | 37.2 | 10 | 25 | 4.6 | +1.6 |
VUG | Vanguard Growth Index Fund | 37.0 | 4 | 31 | 3.6 | +0.6 |
IWY | iShares Russell Top 200 Growth ETF | 36.9 | 20 | 15 | 3.7 | +0.7 |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 36.8 | 4 | 31 | 3.8 | +0.8 |
IVW | iShares S&P 500 Growth ETF | 36.7 | 18 | 17 | 3.7 | +0.7 |
IUSG | iShares Core S&P US Growth ETF | 35.5 | 4 | 31 | 3.8 | +0.8 |
IWF | iShares Russell 1000 Growth ETF | 34.9 | 19 | 16 | 3.6 | +0.5 |
QYLD | Global X NASDAQ 100 Covered Call ETF | 34.8 | 60 | -25 | 3.2 | +0.2 |
QYLG | Global X Nasdaq 100 Covered Call & Growth ETF | 34.7 | 60 | -25 | 3.2 | +0.2 |
QQQM | Invesco NASDAQ 100 ETF | 34.6 | 15 | 20 | 3.7 | +0.7 |
QQQ | Invesco QQQ Trust | 34.5 | 20 | 15 | 3.6 | +0.6 |
NUSI | Nationwide Risk-Managed Income ETF | 34.3 | 68 | -33 | 3.1 | +0.1 |
VONG | Vanguard Russell 1000 Growth Index Fund | 34.1 | 8 | 27 | 3.7 | +0.7 |
IGM | iShares Expanded Tech Sector ETF | 34.1 | 46 | -11 | 3.4 | +0.4 |
VOOG | Vanguard S&P 500 Growth ETF | 33.8 | 10 | 25 | 4.1 | +1.0 |
SPUS | SP Funds S&P 500 Sharia Industry Exclusions ETF | 33.7 | 49 | -14 | 3.5 | +0.5 |
IETC | iShares Evolved U.S. Technology ETF | 33.6 | 18 | 17 | 3.6 | +0.6 |
ESGV | Vanguard ESG U.S. Stock ETF | 33.0 | 12 | 23 | 4.6 | +1.5 |
TMFC | Motley Fool 100 Index ETF | 33.0 | 50 | -15 | 3.2 | +0.2 |
SUSA | iShares MSCI USA ESG Select ETF | 32.9 | 25 | 10 | 4.3 | +1.3 |
VEGN | US Vegan Climate ETF | 32.6 | 60 | -25 | 4.1 | +1.0 |
RPG | Invesco S&P 500 Pure Growth ETF | 31.8 | 35 | 0 | 2.8 | -0.2 |
SPMO | Invesco S&P 500 Momentum ETF | 31.8 | 13 | 22 | 4.0 | +0.9 |
ECOZ | TrueMark ESG Active Opportunities ETF | 30.8 | 58 | -23 | 3.1 | +0.1 |
IQSU | IQ Candriam ESG US Equity ETF | 30.5 | 9 | 26 | 4.6 | +1.6 |
JOET | Virtus Terranova US Quality Momentum ETF | 29.5 | 29 | 6 | 4.7 | +1.6 |
XOUT | GraniteShares XOUT U.S. Large Cap ETF | 29.4 | 60 | -25 | 3.7 | +0.7 |
IYW | iShares U.S. Technology ETF | 28.8 | 43 | -8 | 3.6 | +0.5 |
XLK | Technology Select Sector SPDR Fund | 28.7 | 13 | 22 | 4.4 | +1.4 |
MMTM | SPDR S&P 1500 Momentum Tilt ETF | 28.1 | 12 | 23 | 4.1 | +1.1 |
TECB | iShares US Tech Breakthrough Multisector ETF | 27.8 | 40 | -5 | 3.6 | +0.6 |
FTEC | Fidelity MSCI Information Technology Index ETF | 27.7 | 8 | 27 | 4.1 | +1.1 |
VGT | Vanguard Information Technology Index Fund | 27.5 | 10 | 25 | 4.1 | +1.0 |
FDMO | Fidelity Momentum Factor ETF | 27.5 | 29 | 6 | 2.5 | -0.5 |
HIPR | Direxion High Growth ETF | 27.4 | 40 | -5 | 4.0 | +1.0 |
JMOM | JPMorgan U.S. Momentum Factor ETF | 27.4 | 12 | 23 | 3.0 | 0.0 |
ONEQ | Fidelity Nasdaq Composite Index Tracking Stock | 27.3 | 21 | 14 | 3.0 | -0.0 |
OEF | iShares S&P 100 ETF | 26.7 | 20 | 15 | 4.3 | +1.3 |
XLG | Invesco S&P 500 Top 50 ETF | 26.5 | 20 | 15 | 4.2 | +1.2 |
FDLO | Fidelity Low Volatility Factor ETF | 26.4 | 29 | 6 | 5.0 | +2.0 |
BKLC | BNY Mellon US Large Cap Core Equity ETF | 26.2 | 0 | 35 | 4.6 | +1.6 |
ESGU | iShares MSCI USA ESG Optimized ETF | 26.1 | 15 | 20 | 4.5 | +1.5 |
SPXN | ProShares S&P 500 Ex-Financials ETF | 26.1 | 27 | 8 | 4.5 | +1.5 |
ADME | Aptus Drawdown Managed Equity ETF | 26.0 | 79 | -44 | 3.2 | +0.2 |
IWL | iShares Russell Top 200 ETF | 26.0 | 15 | 20 | 4.5 | +1.5 |
IXN | iShares Global Tech ETF | 25.8 | 46 | -11 | 3.9 | +0.9 |
MGC | Vanguard Mega Cap Index Fund | 25.7 | 7 | 28 | 4.7 | +1.7 |
SYG | SPDR MFS Systematic Growth Equity ETF | 25.5 | 60 | -25 | 3.6 | +0.6 |
WOMN | Impact Shares YWCA Women's Empowerment ETF | 25.4 | 75 | -40 | 3.6 | +0.6 |
SPXV | ProShares S&P 500 Ex-Health Care ETF | 25.1 | 27 | 8 | 4.4 | +1.4 |
XNTK | SPDR NYSE Technology ETF | 24.9 | 35 | 0 | 2.8 | -0.2 |
AMOM | Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 24.9 | 75 | -40 | 3.0 | -0.1 |
GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 24.7 | 9 | 26 | 4.9 | +1.9 |
JCTR | JPMorgan Carbon Transition U.S. Equity ETF | 24.6 | 15 | 20 | 4.7 | +1.7 |
QUAL | iShares MSCI Usa Quality Factor ETF | 24.6 | 15 | 20 | 5.1 | +2.0 |
STLG | iShares Factors US Growth Style ETF | 24.1 | 25 | 10 | 4.0 | +1.0 |
SPXE | ProShares S&P 500 Ex-Energy ETF | 24.1 | 27 | 8 | 4.7 | +1.7 |
PBP | Invesco S&P 500 BuyWrite ETF | 24.1 | 49 | -14 | 4.4 | +1.4 |
QGRO | American Century STOXX U.S. Quality Growth ETF | 24.1 | 29 | 6 | 3.7 | +0.7 |
QRFT | Qraft Ai-Enhanced U.S. Large Cap ETF | 24.0 | 75 | -40 | 2.1 | -0.9 |
QQEW | First Trust Nasdaq-100 Equal Weighted Index Fund | 24.0 | 59 | -24 | 4.1 | +1.1 |
QQQE | Direxion NASDAQ-100 Equal Weighted Index Shares | 23.8 | 35 | 0 | 4.4 | +1.4 |
FQAL | Fidelity Quality Factor ETF | 23.8 | 29 | 6 | 5.1 | +2.1 |
ACIO | Aptus Collared Income Opportunity ETF | 23.8 | 79 | -44 | 3.9 | +0.8 |
JHMT | John Hancock Multifactor Technology ETF | 23.8 | 40 | -5 | 4.1 | +1.1 |
XYLG | Global X S&P 500 Covered Call & Growth ETF | 23.7 | 60 | -25 | 4.4 | +1.4 |
PLAT | WisdomTree Modern Tech Platforms Fund | 23.7 | 20 | 15 | 1.6 | -1.4 |
SPY | SPDR S&P 500 ETF Trust | 23.6 | 9 | 26 | 4.8 | +1.8 |
ESG | FlexShares STOXX US ESG Impact Index Fund | 23.6 | 32 | 3 | 4.6 | +1.5 |
SPLG | SPDR Portfolio Large Cap ETF | 23.6 | 3 | 32 | 4.8 | +1.8 |
IVV | iShares Core S&P 500 ETF | 23.5 | 3 | 32 | 4.8 | +1.8 |
EFIV | SPDR S&P 500 ESG ETF | 23.4 | 10 | 25 | 4.7 | +1.7 |
SNPE | Xtrackers S&P 500 ESG ETF | 23.4 | 10 | 25 | 4.7 | +1.7 |
SPHQ | Invesco S&P 500 Quality ETF | 23.3 | 15 | 20 | 4.5 | +1.4 |
GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 23.2 | 7 | 28 | 4.6 | +1.6 |
FLRG | Fidelity U.S. Multifactor ETF | 23.2 | 29 | 6 | 6.0 | +3.0 |
FLQL | Franklin LibertyQ U.S. Equity ETF | 23.2 | 15 | 20 | 6.0 | +3.0 |
RECS | Columbia Research Enhanced Core ETF | 22.9 | 15 | 20 | 5.2 | +2.2 |
BBUS | JP Morgan Betabuilders U.S. Equity ETF | 22.9 | 2 | 33 | 4.7 | +1.7 |
SFY | SoFi Select 500 ETF | 22.8 | 0 | 35 | 4.6 | +1.6 |
IGV | iShares Expanded Tech-Software ETF | 22.8 | 46 | -11 | 2.0 | -1.0 |
PBUS | Invesco PureBeta MSCI USA ETF | 22.8 | 4 | 31 | 4.7 | +1.7 |
FTC | First Trust Large Cap Growth AlphaDEX Fund | 22.7 | 61 | -26 | 2.3 | -0.8 |
JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 22.6 | 20 | 15 | 4.7 | +1.6 |
THNQ | ROBO Global Artificial Intelligence ETF | 22.6 | 68 | -33 | 1.3 | -1.7 |
CATH | Global X S&P 500 Catholic Values Custom ETF | 22.6 | 29 | 6 | 4.7 | +1.6 |
VV | Vanguard Large-Cap Index Fund | 22.5 | 4 | 31 | 4.7 | +1.7 |
CHGX | Change Finance U.S. Large Cap Fossil Fuel Free ETF | 22.5 | 49 | -14 | 4.2 | +1.2 |
USMC | Principal U.S. Mega-Cap Multi-Factor Index ETF | 22.5 | 12 | 23 | 5.0 | +2.0 |
SPYX | SPDR S&P 500 Fossil Fuel Reserves Free ETF | 22.5 | 20 | 15 | 4.9 | +1.8 |
1Overlap is the percentage of holdings by weight that are identical. For example, if Fund A has a 2% position in Apple, Inc. (AAPL) and Fund B has a 5% position, their overlapping position in AAPL is 2%.
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RESULTS & ESTIMATES
2015 | 2016 | 2017 | 2018 | 2019 | 2020E | 2021E | |
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Sales per share | ** | ** | ** | ** | ** | ** | ** |
Earnings per share | ** | ** | ** | ** | ** | ** | ** |
Dividends per share ![]() |
** | ** | ** | ** | ** | ** | ** |
Book value per share | ** | ** | ** | ** | ** | ** | ** |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
Sales per share growth | **% | **% | **% | **% | **% | **% | |
EPS growth | **% | **% | **% | **% | **% | **% |
OTHER FUNDAMENTAL METRICS
Long term EPS growth est. | **% | Debt-to-equity | **x | |
Asset turnover | **% | Assets-to-equity | **x |
*Six months ago = 100 |
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VALUATION METRICS
2019 | 2020E | 2021E | |
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Price-to-sales | ** | ** | ** |
Price-to-earnings | ** | ** | ** |
Price-to-cash flow | ** | ** | ** |
Price-to-growth | ** | ** | ** |
Price-to-book value | ** | ** | ** |
Yield | ** | ** | ** |
Historical valuation trends
Forward multiple: |
Nuveen ESG Large-Cap Growth ETF | |||
Relative to: |
S&P500 | MSCI EAFE | MSCI Emg. Mkts. | Other ETF: |
UNDERWEIGHT |
Below average appreciation potential. A rating of UNDERWEIGHT is assigned to ETFs with ALTAR Scores in the 2nd quintile (ranking higher than only 20%-40%) of their category. Typically, funds in this category consist of stocks trading at relatively expensive valuations and/or having below-average fundamentals. |
ALTAR Score™
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MODERN PORTFOLIO THEORY
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CONSENSUS RECOMMENDATIONS: FUND CONSTITUENTS
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