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NUDV vs SPY

Comparison between NUVEEN ESG DIVIDEND ETF (NUDV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NUDV, delivering a return of +12.4% compared to +9.8%

NUDV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUDV
$47M
Winner
SPY
$781B
Expense Ratio
NUDV
0.26%
Winner
SPY
0.09%
Max Drawdown
Winner
NUDV
21.51%
SPY
56.47%
Sharpe Ratio
Winner
NUDV
1.31
SPY
1.12
5Y Beta
Winner
NUDV
0.63
SPY
1.00
P/E Ratio
Winner
NUDV
20.65
SPY
28.53
Forward P/E
Winner
NUDV
16.98
SPY
21.47
PEG Ratio
NUDV
0.44
SPY
N/A
5Y Dividends CAGR
NUDV
N/A
SPY
6.00%
5Y EPS CAGR
NUDV
8.52%
Winner
SPY
25.58%
Debt to Equity
NUDV
60.11%
Winner
SPY
32.09%
P/S Ratio
Winner
NUDV
2.01
SPY
3.75
P/B Ratio
Winner
NUDV
3.19
SPY
5.64

NUDV vs SPY - Holdings Comparison

NUDV and SPY have 83 common holdings. Overlap is 12.60%

NUDV's top 25 holdings weight is 48.31%. SPY's top 25 holdings weight is 51.74%.

RankNUDVSPY
#1
THE GOLDMAN SACHS GROUP INC (GS) - 2.93%
NVIDIA CORP (NVDA) - 7.89%
#2
COCA-COLA CO (KO) - 2.61%
APPLE INC (AAPL) - 7.37%
#3
MORGAN STANLEY (MS) - 2.61%
MICROSOFT CORP (MSFT) - 4.50%
#4
PROCTER & GAMBLE CO (PG) - 2.38%
AMAZON.COM INC (AMZN) - 3.82%
#5
MERCK & CO INC (MRK) - 2.23%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
CISCO SYSTEMS INC (CSCO) - 2.18%
BROADCOM INC (AVGO) - 2.86%
#7
ABBVIE INC (ABBV) - 2.12%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.06%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
UNION PACIFIC CORP (UNP) - 2.02%
TESLA INC (TSLA) - 1.70%
#10
ANALOG DEVICES INC (ADI) - 1.97%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DEERE & CO (DE) - 1.87%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.86%
ELI LILLY AND CO (LLY) - 1.40%
#13
VERIZON COMMUNICATIONS INC (VZ) - 1.84%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
BANK OF NEW YORK MELLON CORP (BNY) - 1.82%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
U.S. BANCORP (USB) - 1.82%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
EATON CORP PLC (ETN) - 1.80%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
THE TRAVELERS COMPANIES INC (TRV) - 1.64%
VISA INC CLASS A (V) - 0.90%
#18
ECOLAB INC (ECL) - 1.62%
WALMART INC (WMT) - 0.76%
#19
3M CO (MMM) - 1.62%
INTEL CORP (INTC) - 0.75%
#20
ALLSTATE CORP (ALL) - 1.61%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
THE CIGNA GROUP (CI) - 1.60%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
CUMMINS INC (CMI) - 1.55%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
PRUDENTIAL FINANCIAL INC (PRU) - 1.54%
ABBVIE INC (ABBV) - 0.66%
#24
AT&T INC (T) - 1.53%
CATERPILLAR INC (CAT) - 0.65%
#25
EXELON CORP (EXC) - 1.48%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings85505

NUDV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NUDV
+1.46%
SPY
+0.63%
3M
NUDV
+3.84%
Winner
SPY
+4.46%
6M
Winner
NUDV
+8.44%
SPY
+7.67%
1Y
NUDV
+17.56%
Winner
SPY
+17.68%
5Y(CAGR)
NUDV
+9.79%
Winner
SPY
+12.42%
10Y(CAGR)
NUDV
N/A
SPY
+14.84%
Max(CAGR)
Winner
NUDV
+9.79%
SPY
+8.44%

NUDV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUDVSPY
2026+11.62%+8.63%
2025+11.13%+18.00%
2024+13.65%+25.59%
2023+9.70%+26.72%
2022-7.65%-18.64%
2021+8.92%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NUDV vs SPY Drawdown Comparison

The maximum drawdown for NUDV was -20.11%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NUDV drawdown is -0.87%. The current SPY drawdown is -2.57%.

RankNUDVSPY
#1-20.11%
Jan 4, 2022 - Dec 14, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.38%
Nov 29, 2024 - Oct 21, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.60%
Feb 26, 2026 - May 22, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-5.99%
Mar 28, 2024 - May 15, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.37%
Jul 31, 2024 - Aug 23, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.49%
Nov 16, 2021 - Dec 15, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.03%
May 15, 2024 - Jul 11, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.50%
Oct 16, 2024 - Nov 8, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.20%
Nov 12, 2025 - Nov 25, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.66%
Aug 30, 2024 - Sep 16, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.65%
Jul 17, 2024 - Jul 30, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.48%
Jan 8, 2024 - Feb 22, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.41%
Oct 27, 2025 - Nov 12, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.13%
Dec 16, 2021 - Dec 23, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.90%
Jun 16, 2026 - Jul 2, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NUDV and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

NUDV vs SPY dividend yield comparison.

YearNUDVSPY
20261.07%0.50%
20252.36%1.07%
20246.18%1.21%
20232.48%1.40%
20222.96%1.65%
20210.60%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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