NULG vs MDYV
Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF).
5-Year PerformanceNULG has outperformed MDYV, delivering a return of +13.8% compared to +7.3%
NULG vs MDYV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULG
$2.60B
MDYV
$2.60B
Expense Ratio
NULG
0.26%
Winner
MDYV
0.15%
Max Drawdown
Winner
NULG
39.30%
MDYV
62.59%
Sharpe Ratio
NULG
0.99
Winner
MDYV
1.07
5Y Beta
NULG
1.18
Winner
MDYV
0.90
P/E Ratio
NULG
36.40
Winner
MDYV
21.16
Forward P/E
NULG
25.50
Winner
MDYV
14.01
PEG Ratio
NULG
0.56
Winner
MDYV
0.21
5Y Dividends CAGR
NULG
-33.99%
Winner
MDYV
8.23%
5Y EPS CAGR
Winner
NULG
42.78%
MDYV
8.73%
Debt to Equity
NULG
98.47%
Winner
MDYV
44.45%
P/S Ratio
NULG
6.30
Winner
MDYV
1.06
P/B Ratio
NULG
11.33
Winner
MDYV
1.97
NULG vs MDYV - Holdings Comparison
NULG and MDYV have 6 common holdings. Overlap is 1.06%
NULG's top 25 holdings weight is 64.59%. MDYV's top 25 holdings weight is 21.47%.
| Rank | NULG | MDYV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.40% | RELIANCE INC (RS) - 1.17% |
| #2 | BROADCOM INC (AVGO) - 6.48% | ALCOA CORP (AA) - 1.14% |
| #3 | ELI LILLY AND CO (LLY) - 3.56% | WESCO INTERNATIONAL INC (WCC) - 1.08% |
| #4 | VISA INC CLASS A (V) - 3.08% | TD SYNNEX CORP (SNX) - 1.07% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | US FOODS HOLDING CORP (USFD) - 1.06% |
| #6 | MASTERCARD INC CLASS A (MA) - 2.72% | OVINTIV INC (OVV) - 0.93% |
| #7 | NETFLIX INC (NFLX) - 2.08% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.92% |
| #8 | TJX COMPANIES INC (TJX) - 1.88% | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.88% |
| #9 | KLA CORP (KLAC) - 1.84% | PERFORMANCE FOOD GROUP CO (PFGC) - 0.87% |
| #10 | SERVICENOW INC (NOW) - 1.82% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.86% |
| #11 | INTUIT INC (INTU) - 1.72% | BORGWARNER INC (BWA) - 0.84% |
| #12 | ARISTA NETWORKS INC (ANET) - 1.68% | REGAL REXNORD CORP (RRX) - 0.83% |
| #13 | QUANTA SERVICES INC (PWR) - 1.67% | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.83% |
| #14 | ADOBE INC (ADBE) - 1.63% | ARAMARK (ARMK) - 0.81% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.62% | JONES LANG LASALLE INC (JLL) - 0.81% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.55% | WATSCO INC ORDINARY SHARES (WSO) - 0.79% |
| #17 | WORKDAY INC CLASS A (WDAY) - 1.42% | TOLL BROTHERS INC (TOL) - 0.77% |
| #18 | MOODYS CORP (MCO) - 1.42% | ENTEGRIS INC (ENTG) - 0.77% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% | UNUM GROUP (UNM) - 0.76% |
| #20 | AUTODESK INC (ADSK) - 1.36% | SAIA INC (SAIA) - 0.74% |
| #21 | W.W. GRAINGER INC (GWW) - 1.33% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.73% |
| #22 | ECOLAB INC (ECL) - 1.29% | ALLY FINANCIAL INC (ALLY) - 0.71% |
| #23 | IDEXX LABORATORIES INC (IDXX) - 1.26% | FIRST HORIZON CORP (FHN) - 0.70% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 1.26% | WEBSTER FINANCIAL CORP (WBS) - 0.70% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 1.26% | n/a (KNX) - 0.70% |
| Total Holdings | 83 | 303 |
NULG vs MDYV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULG
+4.08%
MDYV
+0.12%
3M
Winner
NULG
+14.65%
MDYV
+3.87%
6M
Winner
NULG
+10.55%
MDYV
+8.31%
1Y
Winner
NULG
+21.49%
MDYV
+20.70%
5Y(CAGR)
Winner
NULG
+13.75%
MDYV
+7.34%
10Y(CAGR)
Winner
NULG
+18.56%
MDYV
+10.20%
Max(CAGR)
Winner
NULG
+18.56%
MDYV
+8.93%
NULG vs MDYV - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NULG | MDYV |
|---|---|---|
| 2026 | +11.83% | +7.14% |
| 2025 | +13.96% | +7.89% |
| 2024 | +25.40% | +11.46% |
| 2023 | +43.46% | +15.49% |
| 2022 | -28.36% | -7.79% |
| 2021 | +29.55% | +32.87% |
| 2020 | +38.04% | +3.95% |
| 2019 | +39.79% | +25.64% |
| 2018 | -0.15% | -12.74% |
| 2017 | +24.57% | +11.16% |
| 2016 | -0.08% | +27.76% |
| 2015 | N/A | -6.72% |
| 2014 | N/A | +13.69% |
| 2013 | N/A | +31.45% |
| 2012 | N/A | +16.71% |
| 2011 | N/A | -3.66% |
| 2010 | N/A | +20.67% |
| 2009 | N/A | +31.76% |
| 2008 | N/A | -34.65% |
| 2007 | N/A | -1.23% |
| 2006 | N/A | +14.50% |
| 2005 | N/A | +2.32% |
NULG vs MDYV Drawdown Comparison
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The current NULG drawdown is -4.94%. The current MDYV drawdown is -1.05%.
| Rank | NULG | MDYV |
|---|---|---|
| #1 | -36.11% Nov 5, 2021 - Jan 19, 2024 | -60.74% Jun 4, 2007 - Apr 5, 2011 |
| #2 | -34.67% Feb 19, 2020 - Jul 2, 2020 | -45.87% Jan 16, 2020 - Dec 4, 2020 |
| #3 | -22.42% Oct 1, 2018 - Apr 12, 2019 | -25.52% Apr 28, 2011 - Mar 15, 2012 |
| #4 | -22.28% Dec 11, 2024 - Jun 10, 2025 | -22.81% Aug 29, 2018 - Nov 5, 2019 |
| #5 | -14.50% Oct 28, 2025 - Apr 17, 2026 | -22.59% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -12.28% Jul 10, 2024 - Oct 14, 2024 | -21.23% Jun 23, 2015 - Jun 8, 2016 |
| #7 | -10.92% Feb 12, 2021 - Apr 13, 2021 | -19.02% Jan 4, 2022 - Jan 27, 2023 |
| #8 | -10.09% Sep 2, 2020 - Nov 24, 2020 | -18.70% Feb 2, 2023 - Dec 19, 2023 |
| #9 | -8.11% Jan 26, 2018 - Mar 9, 2018 | -12.24% Mar 19, 2012 - Sep 7, 2012 |
| #10 | -7.98% Mar 21, 2024 - May 15, 2024 | -10.53% Feb 6, 2026 - Jun 2, 2026 |
| #11 | -7.79% Mar 12, 2018 - May 23, 2018 | -10.31% Sep 2, 2014 - Nov 24, 2014 |
| #12 | -7.78% Apr 26, 2021 - Jun 14, 2021 | -9.35% Jan 23, 2018 - Jun 7, 2018 |
| #13 | -7.64% Sep 3, 2021 - Oct 26, 2021 | -9.07% May 7, 2021 - Oct 25, 2021 |
| #14 | -6.78% Apr 29, 2019 - Jun 19, 2019 | -9.01% May 9, 2006 - Oct 13, 2006 |
| #15 | -6.41% Jul 26, 2019 - Sep 5, 2019 | -8.70% Nov 15, 2021 - Jan 4, 2022 |
Correlation
Correlation between NULG and MDYV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
NULG vs MDYV dividend yield comparison.
| Year | NULG | MDYV |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 0.11% | 1.72% |
| 2024 | 0.16% | 1.89% |
| 2023 | 0.43% | 1.59% |
| 2022 | 0.40% | 1.90% |
| 2021 | 5.08% | 1.74% |
| 2020 | 2.68% | 1.69% |
| 2019 | 1.10% | 1.83% |
| 2018 | 3.73% | 2.28% |
| 2017 | 0.61% | 2.48% |
| 2016 | 0.00% | 1.83% |
| 2015 | 0.00% | 4.31% |
| 2014 | 0.00% | 4.05% |
| 2013 | 0.00% | 1.40% |
| 2012 | 0.00% | 2.08% |
| 2011 | 0.00% | 1.74% |
| 2010 | 0.00% | 2.24% |
| 2009 | 0.00% | 2.37% |
| 2008 | 0.00% | 4.30% |
| 2007 | 0.00% | 2.13% |
| 2006 | 0.00% | 3.56% |
| 2005 | 0.00% | 0.31% |
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SPXX
ETF
Net Assets
$2.70B
Nuveen S&P 500 Dynamic Overwrite Fund
SPYX
ETF
Net Assets
$2.60B
STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF
UITB
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Net Assets
$2.60B
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF
Compare MDYV with:
SPXX
ETF
Net Assets
$2.70B
Nuveen S&P 500 Dynamic Overwrite Fund
SPYX
ETF
Net Assets
$2.60B
STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF
UITB
ETF
Net Assets
$2.60B
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF