NUBD vs SPY
Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NUBD, delivering a return of +13.3% compared to -0.1%
NUBD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUBD
$450M
Winner
SPY
$735B
Expense Ratio
NUBD
0.12%
Winner
SPY
0.09%
Max Drawdown
Winner
NUBD
24.85%
SPY
56.47%
Sharpe Ratio
NUBD
0.13
Winner
SPY
1.62
5Y Beta
Winner
NUBD
0.02
SPY
1.00
P/E Ratio
NUBD
N/A
SPY
28.99
Forward P/E
NUBD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
NUBD
9.39%
SPY
5.43%
5Y EPS CAGR
NUBD
N/A
SPY
26.05%
Debt to Equity
NUBD
N/A
SPY
32.40%
P/S Ratio
NUBD
N/A
SPY
3.74
P/B Ratio
NUBD
N/A
SPY
5.61
NUBD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NUBD
-0.09%
Winner
SPY
+1.90%
3M
NUBD
-1.00%
Winner
SPY
+8.55%
6M
NUBD
+0.18%
Winner
SPY
+8.18%
1Y
NUBD
+4.24%
Winner
SPY
+25.79%
5Y(CAGR)
NUBD
-0.11%
Winner
SPY
+13.32%
10Y(CAGR)
NUBD
+1.45%
Winner
SPY
+15.19%
Max(CAGR)
NUBD
+1.45%
Winner
SPY
+8.47%
NUBD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NUBD | SPY |
|---|---|---|
| 2026 | -0.02% | +8.26% |
| 2025 | +6.82% | +18.00% |
| 2024 | +1.76% | +25.59% |
| 2023 | +5.01% | +26.72% |
| 2022 | -12.33% | -18.64% |
| 2021 | -2.19% | +30.52% |
| 2020 | +6.94% | +17.28% |
| 2019 | +8.00% | +31.09% |
| 2018 | +0.57% | -5.24% |
| 2017 | +0.26% | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NUBD vs SPY Drawdown Comparison
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NUBD drawdown is -4.15%. The current SPY drawdown is -2.90%.
| Rank | NUBD | SPY |
|---|---|---|
| #1 | -19.46% Aug 4, 2020 - Oct 20, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -7.28% Mar 9, 2020 - Apr 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -2.73% Dec 15, 2017 - Dec 28, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -1.98% Sep 4, 2019 - Oct 4, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -1.50% Oct 4, 2019 - Jan 21, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.97% Apr 16, 2020 - May 29, 2020 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.69% Jun 1, 2020 - Jun 10, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.67% Jul 3, 2019 - Aug 1, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.63% Mar 27, 2019 - May 7, 2019 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.61% Oct 16, 2017 - Dec 15, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.54% Feb 3, 2020 - Feb 18, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.49% Jan 3, 2019 - Jan 30, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.34% Oct 3, 2017 - Oct 16, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.33% Feb 26, 2019 - Mar 7, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.31% Jun 15, 2020 - Jun 26, 2020 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NUBD and SPY is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.35
-101
Dividend Comparison (1999 - 2026)
NUBD vs SPY dividend yield comparison.
| Year | NUBD | SPY |
|---|---|---|
| 2026 | 1.67% | 0.24% |
| 2025 | 3.90% | 1.07% |
| 2024 | 3.51% | 1.21% |
| 2023 | 2.99% | 1.40% |
| 2022 | 2.83% | 1.65% |
| 2021 | 2.05% | 1.20% |
| 2020 | 2.21% | 1.52% |
| 2019 | 2.66% | 1.75% |
| 2018 | 3.08% | 2.04% |
| 2017 | 0.58% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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