NEHI vs NULC

Comparison between NEOS ETHEREUM HIGH INCOME ETF (NEHI, ETF) and NUVEEN ESG LARGE-CAP ETF (NULC, ETF).

NEHI vs NULC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NEHI(ETF)	NULC(ETF)
Net Assets	$75M	$75M
Expense Ratio	0.98%	0.21%
Max Drawdown	56.72%	34.86%
Sharpe Ratio	-1.54	1.36
5Y Beta	2.35	0.95
P/E Ratio	N/A	28.67
Forward P/E	N/A	22.19
PEG Ratio	N/A	0.51
5Y Dividends CAGR	N/A	28.20%
5Y EPS CAGR	N/A	27.50%
Debt to Equity	N/A	-29.96%
P/S Ratio	N/A	3.64
P/B Ratio	N/A	5.67

Net Assets

NEHI

$75M

Winner

NULC

$75M

Expense Ratio

NEHI

0.98%

Winner

NULC

0.21%

Max Drawdown

NEHI

56.72%

Winner

NULC

34.86%

Sharpe Ratio

NEHI

-1.54

Winner

NULC

1.36

5Y Beta

NEHI

2.35

Winner

NULC

0.95

P/E Ratio

NEHI

N/A

NULC

28.67

Forward P/E

NEHI

N/A

NULC

22.19

PEG Ratio

NEHI

N/A

NULC

0.51

5Y Dividends CAGR

NEHI

N/A

NULC

28.20%

5Y EPS CAGR

NEHI

N/A

NULC

27.50%

Debt to Equity

NEHI

N/A

NULC

-29.96%

P/S Ratio

NEHI

N/A

NULC

3.64

P/B Ratio

NEHI

N/A

NULC

5.67

NEHI vs NULC - Holdings Comparison

NEHI and NULC have 0 common holdings. Overlap is 0.00%

NEHI's top 25 holdings weight is 21.11%. NULC's top 25 holdings weight is 53.19%.

Rank	NEHI	NULC
#1	ISHARES ETHEREUM TRUST ETF (ETHA) - 19.34%	NVIDIA CORP (NVDA) - 9.80%
#2	NORTHERN US GOVERNMENT SELECT MMKT (NOSXX) - 0.98%	ALPHABET INC CLASS C (GOOG) - 4.42%
#3	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.79%	BROADCOM INC (AVGO) - 4.25%
#4	N/A	ALPHABET INC CLASS A (GOOGL) - 3.54%
#5	N/A	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.30%
#6	N/A	WESTERN DIGITAL CORP (WDC) - 2.11%
#7	N/A	COSTCO WHOLESALE CORP (COST) - 2.02%
#8	N/A	VISA INC CLASS A (V) - 1.83%
#9	N/A	GE VERNOVA INC (GEV) - 1.79%
#10	N/A	COCA-COLA CO (KO) - 1.73%
#11	N/A	MASTERCARD INC CLASS A (MA) - 1.67%
#12	N/A	MORGAN STANLEY (MS) - 1.62%
#13	N/A	PROCTER & GAMBLE CO (PG) - 1.52%
#14	N/A	ADVANCED MICRO DEVICES INC (AMD) - 1.49%
#15	N/A	WELLTOWER INC (WELL) - 1.38%
#16	N/A	EATON CORP PLC (ETN) - 1.33%
#17	N/A	TJX COMPANIES INC (TJX) - 1.29%
#18	N/A	MERCK & CO INC (MRK) - 1.27%
#19	N/A	MCDONALD'S CORP (MCD) - 1.17%
#20	N/A	UBER TECHNOLOGIES INC (UBER) - 1.15%
#21	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15%
#22	N/A	PARKER HANNIFIN CORP (PH) - 1.15%
#23	N/A	PALO ALTO NETWORKS INC (PANW) - 1.11%
#24	N/A	GENERAL MOTORS CO (GM) - 1.06%
#25	N/A	SALESFORCE INC (CRM) - 1.04%
Total Holdings	3	137

NEHI vs NULC - Historical Returns

Returns include dividend reinvestment.

Period	NEHI	NULC
1 month	-25.27%	+1.83%
3 months	-15.91%	+13.95%
6 months	-41.54%	+11.84%
1 year	N/A	+23.13%
5 years(CAGR)	N/A	+10.79%
Max(CAGR)	-64.70%	+15.29%

NEHI

-25.27%

Winner

NULC

+1.83%

NEHI

-15.91%

Winner

NULC

+13.95%

NEHI

-41.54%

Winner

NULC

+11.84%

NEHI

N/A

NULC

+23.13%

5Y(CAGR)

NEHI

N/A

NULC

+10.79%

Max(CAGR)

NEHI

-64.70%

Winner

NULC

+15.29%

NEHI vs NULC - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	NEHI	NULC
2026	-42.50%	+11.52%
2025	-2.99%	+16.03%
2024	N/A	+19.28%
2023	N/A	+22.98%
2022	N/A	-20.16%
2021	N/A	+27.44%
2020	N/A	+21.57%
2019	N/A	+16.89%

NEHI vs NULC Drawdown Comparison

The maximum drawdown for NEHI was -49.63%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current NEHI drawdown is -46.51%. The current NULC drawdown is -2.68%.

Rank	NEHI	NULC
#1	-49.63% Jan 14, 2026 - Jun 5, 2026	-34.86% Feb 19, 2020 - Aug 12, 2020
#2	-14.84% Dec 10, 2025 - Jan 14, 2026	-27.85% Nov 8, 2021 - Feb 2, 2024
#3	-3.08% Dec 4, 2025 - Dec 8, 2025	-18.49% Dec 4, 2024 - Jun 26, 2025
#4	N/A	-8.91% Jan 29, 2026 - Apr 15, 2026
#5	N/A	-8.86% Sep 2, 2020 - Nov 9, 2020
#6	N/A	-8.75% Jul 16, 2024 - Sep 16, 2024
#7	N/A	-6.24% Mar 28, 2024 - May 21, 2024
#8	N/A	-5.65% Oct 28, 2025 - Dec 10, 2025
#9	N/A	-5.57% Jul 24, 2019 - Sep 12, 2019
#10	N/A	-5.34% Sep 3, 2021 - Oct 21, 2021
#11	N/A	-5.32% Feb 16, 2021 - Mar 15, 2021
#12	N/A	-4.92% Jun 2, 2026 - Jun 10, 2026
#13	N/A	-4.20% Apr 26, 2021 - Jun 4, 2021
#14	N/A	-3.95% Jan 20, 2021 - Feb 4, 2021
#15	N/A	-3.72% Sep 12, 2019 - Oct 21, 2019

Correlation

Correlation between NEHI and NULC is -0.46 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.46

-101