NULV
Nuveen ESG Large-Cap Value ETF
The NuShares ESG Large-Cap Value ETF tracks an index of US large-cap value stocks that score highly on environmental, social, and governance criteria. The fund is optimized to keep risk and return characteristics in line with the large-cap value market.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 2.1 B
ASSETS UNDER MGMT
26 bp
EXPENSES
Fund Basics
| Inception date | Dec 13, 2016 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| ALPHABET INC. CLASS A | 8.4 % |
| INTEL CORP | 3.9 % |
| COCA-COLA CO/THE | 2.2 % |
| PROCTER & GAMBLE CO/THE | 2.1 % |
| CITIGROUP INC | 2.0 % |
| ANALOG DEVICES INC | 2.0 % |
| MORGAN STANLEY | 1.9 % |
| VERIZON COMMUNICATIONS INC | 1.8 % |
| NXP SEMICONDUCTORS NV | 1.7 % |
| ABBVIE INC | 1.6 % |
Constituent Breakdown
| Number of holdings | 110 |
| Herfindahl-Hirschman Index | 192 |
| Wgt avg mkt cap (mns) | $398,062 |
| Large cap (>$10bn) | 97.7% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 95.8 % |
 |
IRELAND | 2.4 % |
 |
NETHERLANDS | 1.7 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 12.5% | 25.4% | 15.3% | 15.6% | 5.8% | -- | -- | 7.8% |
| Dividend Yield | 0.0% | 2.1% | 2.1% | 2.4% | 2.7% | -- | -- | 2.4% |
| Total Returns | 12.5% | 27.5% | 17.5% | 18.1% | 8.5% | -- | -- | 10.2% | Ann. Volatility | 11.9% | 10.7% | 13.4% | 12.5% | 14.3% | -- | -- | 20.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.71 | 62% |
| MSCI EAFE | 0.52 | 53% |
| MSCI Emg Mkts | 0.33 | 37% |
Liquidity Measures
| Avg. volume (000) | 69 |
| ADV traded (mns) | $3 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.07% |
Technical Indicators
| 30d moving avg. (EMA) | $49.97 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.56/0.62 |
| Bollinger Bands (Upper/Lower) | $51.40/$49.45 |
| Short interest (% of AUM) | 0.3% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. NULV |
Expenses vs. NULV |
ALTAR Score™ vs. NULV |
|---|---|---|---|---|
| NUDV | Nuveen ESG Dividend ETF | 55.4% | 0 bp | +0.9% |
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 43.3% | +23 bp | -0.2% |
| NULC | Nuveen ESG Large-Cap ETF | 41.1% | -5 bp | -1.1% |
| EVUS | iShares ESG Aware MSCI USA Value ETF | 35.5% | -8 bp | +0.4% |
| WOMN | Impact Shares YWCA Women's Empowerment ETF | 33.0% | +49 bp | -0.2% |
| MGV | Vanguard Mega Cap Value ETF | 31.4% | -19 bp | +0.1% |
| RAFE | PIMCO RAFI ESG U.S. ETF | 31.3% | +3 bp | +0.7% |
| PRXV | Praxis Impact Large Cap Value ETF | 30.3% | +10 bp | +0.3% |
| VTV | Vanguard Value ETF | 30.1% | -22 bp | +0.6% |
| USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 30.0% | -16 bp | -0.8% |
Risk and Returns: NULV vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/10/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.7%
ALTAR SCORE™
57th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,401 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. NULV's ALTAR Score™ is approximately 0.2 standard
deviations above the category average. This places NULV in the 57th percentile
among funds in the category.
Sell-Side Consensus
$56.39
PRICE TARGET
+11.7%
UPSIDE