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NULG vs GDV

Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceNULG has outperformed GDV, delivering a return of +12.8% compared to +9.1%

NULG vs GDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NULG
$2.80B
Winner
GDV
$2.90B
Expense Ratio
NULG
0.26%
GDV
N/A
Max Drawdown
Winner
NULG
39.30%
GDV
73.33%
Sharpe Ratio
NULG
0.83
Winner
GDV
1.48
5Y Beta
NULG
1.18
Winner
GDV
0.75
P/E Ratio
NULG
36.56
GDV
N/A
Forward P/E
NULG
24.22
GDV
N/A
PEG Ratio
NULG
0.08
GDV
N/A
5Y Dividends CAGR
NULG
-33.99%
Winner
GDV
7.44%
5Y EPS CAGR
NULG
40.16%
GDV
N/A
Debt to Equity
NULG
485.71%
GDV
N/A
P/S Ratio
NULG
6.60
GDV
N/A
P/B Ratio
NULG
11.35
GDV
N/A

NULG vs GDV - Historical Returns

Returns include dividend reinvestment.

1M
NULG
+0.16%
Winner
GDV
+1.62%
3M
Winner
NULG
+7.37%
GDV
+4.59%
6M
Winner
NULG
+20.44%
GDV
+7.25%
1Y
NULG
+18.53%
Winner
GDV
+22.57%
5Y(CAGR)
Winner
NULG
+12.75%
GDV
+9.06%
10Y(CAGR)
Winner
NULG
+18.86%
GDV
+10.99%
Max(CAGR)
Winner
NULG
+18.86%
GDV
+8.69%

NULG vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearNULGGDV
2026+17.98%+12.55%
2025+13.96%+22.91%
2024+25.40%+18.64%
2023+43.46%+11.63%
2022-28.36%-19.09%
2021+29.55%+35.21%
2020+38.04%+4.02%
2019+39.79%+26.19%
2018-0.15%-17.09%
2017+24.57%+23.45%
2016-0.08%+19.57%
2015N/A-8.54%
2014N/A+6.24%
2013N/A+40.03%
2012N/A+10.49%
2011N/A+5.74%
2010N/A+21.68%
2009N/A+31.91%
2008N/A-44.37%
2007N/A+6.34%
2006N/A+27.58%
2005N/A+4.16%
2004N/A-4.13%
2003N/A+0.00%

NULG vs GDV Drawdown Comparison

The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current NULG drawdown is -1.20%. The current GDV drawdown is -0.13%.

RankNULGGDV
#1-36.11%
Nov 5, 2021 - Jan 19, 2024
-68.82%
Jul 13, 2007 - Apr 28, 2011
#2-34.67%
Feb 19, 2020 - Jul 2, 2020
-53.05%
Jan 17, 2020 - Dec 2, 2020
#3-22.42%
Oct 1, 2018 - Apr 12, 2019
-28.61%
Sep 21, 2018 - Jan 16, 2020
#4-22.28%
Dec 11, 2024 - Jun 10, 2025
-28.33%
Nov 16, 2021 - Jul 12, 2024
#5-14.50%
Oct 28, 2025 - Apr 17, 2026
-26.21%
Jun 23, 2014 - Aug 12, 2016
#6-12.28%
Jul 10, 2024 - Oct 14, 2024
-22.59%
Jul 7, 2011 - Mar 16, 2012
#7-10.92%
Feb 12, 2021 - Apr 13, 2021
-16.69%
Dec 17, 2003 - Jun 16, 2005
#8-10.09%
Sep 2, 2020 - Nov 24, 2020
-16.07%
Feb 19, 2025 - May 20, 2025
#9-8.11%
Jan 26, 2018 - Mar 9, 2018
-11.99%
Jan 25, 2018 - Aug 9, 2018
#10-7.98%
Mar 21, 2024 - May 15, 2024
-11.85%
May 1, 2012 - Aug 10, 2012
#11-7.79%
Mar 12, 2018 - May 23, 2018
-11.65%
Oct 17, 2012 - Jan 4, 2013
#12-7.78%
Apr 26, 2021 - Jun 14, 2021
-9.76%
Feb 17, 2026 - Apr 17, 2026
#13-7.64%
Sep 3, 2021 - Oct 26, 2021
-9.24%
May 21, 2013 - Jul 17, 2013
#14-6.78%
Apr 29, 2019 - Jun 19, 2019
-9.08%
Aug 23, 2016 - Nov 23, 2016
#15-6.77%
Jun 30, 2026 - Jul 29, 2026
-8.03%
Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between NULG and GDV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2004 - 2026)

NULG vs GDV dividend yield comparison.

YearNULGGDV
20260.00%3.48%
20250.11%6.05%
20240.16%5.47%
20230.43%6.10%
20220.40%6.84%
20215.08%5.11%
20202.68%6.15%
20191.10%6.01%
20183.73%7.21%
20170.61%5.64%
20160.00%6.59%
20150.00%6.72%
20140.00%6.23%
20130.00%4.65%
20120.00%5.93%
20110.00%5.84%
20100.00%4.95%
20090.00%7.55%
20080.00%12.62%
20070.00%8.03%
20060.00%5.96%
20050.00%7.26%
20040.00%6.69%

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