NULC vs NEHI

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

NULC vs NEHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

NULC

$75M

NEHI

$75M

Expense Ratio

Winner

NULC

0.21%

NEHI

0.98%

Max Drawdown

Winner

NULC

34.86%

NEHI

56.72%

Sharpe Ratio

Winner

NULC

1.36

NEHI

-1.54

5Y Beta

Winner

NULC

0.95

NEHI

2.35

P/E Ratio

NULC

28.67

NEHI

N/A

Forward P/E

NULC

22.19

NEHI

N/A

PEG Ratio

NULC

0.51

NEHI

N/A

5Y Dividends CAGR

NULC

28.20%

NEHI

N/A

5Y EPS CAGR

NULC

27.50%

NEHI

N/A

Debt to Equity

NULC

-29.96%

NEHI

N/A

P/S Ratio

NULC

3.64

NEHI

N/A

P/B Ratio

NULC

5.67

NEHI

N/A

NULC vs NEHI - Holdings Comparison

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

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

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

NULC vs NEHI - Historical Returns

Returns include dividend reinvestment.

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

Winner

NULC

+1.83%

NEHI

-25.27%

Winner

NULC

+13.95%

NEHI

-15.91%

Winner

NULC

+11.84%

NEHI

-41.54%

NULC

+23.13%

NEHI

N/A

5Y(CAGR)

NULC

+10.79%

NEHI

N/A

Max(CAGR)

Winner

NULC

+15.29%

NEHI

-64.70%

NULC vs NEHI - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

NULC vs NEHI Drawdown Comparison

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

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

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

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

Correlation

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

-0.46

-101