NULC vs SURI
Comparison between NUVEEN ESG LARGE-CAP ETF (NULC, ETF) and SIMPLIFY PROPEL OPPORTUNITIES ETF (SURI, ETF).
NULC vs SURI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULC
$75M
SURI
$75M
Expense Ratio
Winner
NULC
0.21%
SURI
2.56%
Max Drawdown
Winner
NULC
34.86%
SURI
52.10%
Sharpe Ratio
Winner
NULC
1.36
SURI
1.10
5Y Beta
NULC
0.95
Winner
SURI
0.77
P/E Ratio
NULC
28.67
Winner
SURI
-6.89
Forward P/E
NULC
22.19
Winner
SURI
17.38
PEG Ratio
NULC
0.51
SURI
N/A
5Y Dividends CAGR
NULC
28.20%
SURI
N/A
5Y EPS CAGR
NULC
27.50%
SURI
N/A
Debt to Equity
NULC
-29.96%
SURI
N/A
P/S Ratio
NULC
3.64
Winner
SURI
0.26
P/B Ratio
NULC
5.67
Winner
SURI
3.88
NULC vs SURI - Holdings Comparison
NULC and SURI have 0 common holdings. Overlap is 0.00%
NULC's top 25 holdings weight is 53.19%. SURI's top 25 holdings weight is 97.43%.
| Rank | NULC | SURI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.80% | PLAINS GP HOLDINGS LP CLASS A (PAGP) - 40.10% |
| #2 | ALPHABET INC CLASS C (GOOG) - 4.42% | ACHIEVE LIFE SCIENCES INC (ACHV) - 8.50% |
| #3 | BROADCOM INC (AVGO) - 4.25% | MILESTONE PHARMACEUTICALS INC (MIST) - 8.20% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 3.54% | PHATHOM PHARMACEUTICALS INC ORDINARY SHARES (PHAT) - 4.09% |
| #5 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 2.30% | DELCATH SYSTEMS INC (DCTH) - 3.92% |
| #6 | WESTERN DIGITAL CORP (WDC) - 2.11% | ABEONA THERAPEUTICS INC (ABEO) - 3.80% |
| #7 | COSTCO WHOLESALE CORP (COST) - 2.02% | CELLDEX THERAPEUTICS INC (CLDX) - 2.60% |
| #8 | VISA INC CLASS A (V) - 1.83% | CORCEPT THERAPEUTICS INC (CORT) - 2.52% |
| #9 | GE VERNOVA INC (GEV) - 1.79% | OCULIS HOLDING AG (OCS) - 2.41% |
| #10 | COCA-COLA CO (KO) - 1.73% | ACHIEVE LIFE SCIENCES ([WTS/RTS]) (n/a) - 1.96% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.67% | CASH (n/a) - 1.88% |
| #12 | MORGAN STANLEY (MS) - 1.62% | LEONABIO INC (LONA) - 1.83% |
| #13 | PROCTER & GAMBLE CO (PG) - 1.52% | COMPASS PATHWAYS PLC ADR (CMPS) - 1.74% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.49% | INVENTIVA SA ADR (IVA) - 1.61% |
| #15 | WELLTOWER INC (WELL) - 1.38% | KYVERNA THERAPEUTICS INC (KYTX) - 1.57% |
| #16 | EATON CORP PLC (ETN) - 1.33% | PALISADE BIO INC (PALI) - 1.37% |
| #17 | TJX COMPANIES INC (TJX) - 1.29% | ZEVRA THERAPEUTICS INC (ZVRA) - 1.33% |
| #18 | MERCK & CO INC (MRK) - 1.27% | AQUESTIVE THERAPEUTICS INC (AQST) - 1.27% |
| #19 | MCDONALD'S CORP (MCD) - 1.17% | ORCHESTRA BIOMED HOLDINGS INC (OBIO) - 1.15% |
| #20 | UBER TECHNOLOGIES INC (UBER) - 1.15% | TELESAT CANADA /TELESAT LLC 5.625% (n/a) - 1.15% |
| #21 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.15% | OCULAR THERAPEUTIX INC (OCUL) - 1.02% |
| #22 | PARKER HANNIFIN CORP (PH) - 1.15% | EYEPOINT INC (EYPT) - 0.96% |
| #23 | PALO ALTO NETWORKS INC (PANW) - 1.11% | SAB BIOTHERAPEUTICS INC (SABS) - 0.90% |
| #24 | GENERAL MOTORS CO (GM) - 1.06% | TREVI THERAPEUTICS INC (TRVI) - 0.81% |
| #25 | SALESFORCE INC (CRM) - 1.04% | UPSTREAM BIO INC (UPB) - 0.74% |
| Total Holdings | 137 | 38 |
NULC vs SURI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULC
+1.83%
SURI
-3.95%
3M
Winner
NULC
+13.95%
SURI
+7.16%
6M
Winner
NULC
+11.84%
SURI
+5.81%
1Y
NULC
+23.13%
Winner
SURI
+28.30%
5Y(CAGR)
NULC
+10.79%
SURI
N/A
Max(CAGR)
Winner
NULC
+15.29%
SURI
+5.22%
NULC vs SURI - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | NULC | SURI |
|---|---|---|
| 2026 | +11.52% | +8.89% |
| 2025 | +16.03% | +22.66% |
| 2024 | +19.28% | -14.71% |
| 2023 | +22.98% | -2.96% |
| 2022 | -20.16% | N/A |
| 2021 | +27.44% | N/A |
| 2020 | +21.57% | N/A |
| 2019 | +16.89% | N/A |
NULC vs SURI Drawdown Comparison
The maximum drawdown for NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for SURI was -47.73%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current NULC drawdown is -2.68%. The current SURI drawdown is -14.66%.
| Rank | NULC | SURI |
|---|---|---|
| #1 | -34.86% Feb 19, 2020 - Aug 12, 2020 | -47.73% Nov 7, 2024 - Apr 8, 2025 |
| #2 | -27.85% Nov 8, 2021 - Feb 2, 2024 | -19.48% Feb 15, 2023 - Feb 12, 2024 |
| #3 | -18.49% Dec 4, 2024 - Jun 26, 2025 | -16.79% Mar 1, 2024 - Jul 15, 2024 |
| #4 | -8.91% Jan 29, 2026 - Apr 15, 2026 | -12.52% Jul 16, 2024 - Nov 1, 2024 |
| #5 | -8.86% Sep 2, 2020 - Nov 9, 2020 | -2.96% Feb 12, 2024 - Feb 15, 2024 |
| #6 | -8.75% Jul 16, 2024 - Sep 16, 2024 | -1.45% Feb 23, 2024 - Feb 27, 2024 |
| #7 | -6.24% Mar 28, 2024 - May 21, 2024 | -0.70% Feb 28, 2024 - Mar 1, 2024 |
| #8 | -5.65% Oct 28, 2025 - Dec 10, 2025 | -0.51% Feb 8, 2023 - Feb 14, 2023 |
| #9 | -5.57% Jul 24, 2019 - Sep 12, 2019 | -0.40% Feb 20, 2024 - Feb 22, 2024 |
| #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 SURI is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.42
-101
Dividend Comparison (2019 - 2026)
NULC vs SURI dividend yield comparison.
| Year | NULC | SURI |
|---|---|---|
| 2026 | 0.00% | 3.88% |
| 2025 | 10.17% | 16.31% |
| 2024 | 1.86% | 21.41% |
| 2023 | 1.32% | 14.71% |
| 2022 | 2.37% | 0.00% |
| 2021 | 6.14% | 0.00% |
| 2020 | 4.07% | 0.00% |
| 2019 | 0.77% | 0.00% |
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