NULG vs SPY
Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceNULG has outperformed SPY, delivering a return of +13.7% compared to +13.2%
NULG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULG
$3.40B
Winner
SPY
$784B
Expense Ratio
NULG
0.26%
Winner
SPY
0.09%
Max Drawdown
Winner
NULG
39.30%
SPY
56.47%
Sharpe Ratio
NULG
1.21
Winner
SPY
1.54
5Y Beta
NULG
1.19
Winner
SPY
1.00
P/E Ratio
NULG
35.13
Winner
SPY
27.62
Forward P/E
NULG
23.50
Winner
SPY
21.11
PEG Ratio
NULG
0.06
SPY
N/A
5Y Dividends CAGR
NULG
-33.99%
Winner
SPY
6.00%
5Y EPS CAGR
Winner
NULG
40.17%
SPY
25.30%
Debt to Equity
NULG
97.34%
Winner
SPY
31.11%
P/S Ratio
NULG
6.10
Winner
SPY
3.49
P/B Ratio
NULG
10.89
Winner
SPY
5.30
NULG vs SPY - Holdings Comparison
NULG and SPY have 65 common holdings. Overlap is 21.70%
NULG's top 25 holdings weight is 64.59%. SPY's top 25 holdings weight is 51.24%.
| Rank | NULG | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.40% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | BROADCOM INC (AVGO) - 6.48% | APPLE INC (AAPL) - 6.81% |
| #3 | ELI LILLY AND CO (LLY) - 3.56% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | VISA INC CLASS A (V) - 3.08% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | MASTERCARD INC CLASS A (MA) - 2.72% | BROADCOM INC (AVGO) - 2.77% |
| #7 | NETFLIX INC (NFLX) - 2.08% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | TJX COMPANIES INC (TJX) - 1.88% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | KLA CORP (KLAC) - 1.84% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | SERVICENOW INC (NOW) - 1.82% | TESLA INC (TSLA) - 1.76% |
| #11 | INTUIT INC (INTU) - 1.72% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | ARISTA NETWORKS INC (ANET) - 1.68% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | QUANTA SERVICES INC (PWR) - 1.67% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ADOBE INC (ADBE) - 1.63% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.62% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | WORKDAY INC CLASS A (WDAY) - 1.42% | VISA INC CLASS A (V) - 0.87% |
| #18 | MOODYS CORP (MCO) - 1.42% | INTEL CORP (INTC) - 0.85% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% | WALMART INC (WMT) - 0.82% |
| #20 | AUTODESK INC (ADSK) - 1.36% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | W.W. GRAINGER INC (GWW) - 1.33% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | ECOLAB INC (ECL) - 1.29% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | IDEXX LABORATORIES INC (IDXX) - 1.26% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 1.26% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 1.26% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 83 | 505 |
NULG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULG
+1.64%
SPY
-1.37%
3M
Winner
NULG
+21.45%
SPY
+12.22%
6M
Winner
NULG
+13.84%
SPY
+7.20%
1Y
Winner
NULG
+26.26%
SPY
+23.58%
5Y(CAGR)
Winner
NULG
+13.68%
SPY
+13.19%
10Y(CAGR)
Winner
NULG
+18.79%
SPY
+15.12%
Max(CAGR)
Winner
NULG
+18.79%
SPY
+8.44%
NULG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NULG | SPY |
|---|---|---|
| 2026 | +14.92% | +7.95% |
| 2025 | +13.96% | +18.00% |
| 2024 | +25.40% | +25.59% |
| 2023 | +43.46% | +26.72% |
| 2022 | -28.36% | -18.64% |
| 2021 | +29.55% | +30.52% |
| 2020 | +38.04% | +17.28% |
| 2019 | +39.79% | +31.09% |
| 2018 | -0.15% | -5.24% |
| 2017 | +24.57% | +20.78% |
| 2016 | -0.08% | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NULG vs SPY Drawdown Comparison
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NULG drawdown is -2.80%. The current SPY drawdown is -3.18%.
| Rank | NULG | SPY |
|---|---|---|
| #1 | -36.11% Nov 5, 2021 - Jan 19, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -34.67% Feb 19, 2020 - Jul 2, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.42% Oct 1, 2018 - Apr 12, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.28% Dec 11, 2024 - Jun 10, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -14.50% Oct 28, 2025 - Apr 17, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -12.28% Jul 10, 2024 - Oct 14, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.92% Feb 12, 2021 - Apr 13, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.09% Sep 2, 2020 - Nov 24, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.11% Jan 26, 2018 - Mar 9, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -7.98% Mar 21, 2024 - May 15, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.79% Mar 12, 2018 - May 23, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.78% Apr 26, 2021 - Jun 14, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.64% Sep 3, 2021 - Oct 26, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.78% Apr 29, 2019 - Jun 19, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.41% Jul 26, 2019 - Sep 5, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NULG and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
NULG vs SPY dividend yield comparison.
| Year | NULG | SPY |
|---|---|---|
| 2026 | 0.00% | 0.50% |
| 2025 | 0.11% | 1.07% |
| 2024 | 0.16% | 1.21% |
| 2023 | 0.43% | 1.40% |
| 2022 | 0.40% | 1.65% |
| 2021 | 5.08% | 1.20% |
| 2020 | 2.68% | 1.52% |
| 2019 | 1.10% | 1.75% |
| 2018 | 3.73% | 2.04% |
| 2017 | 0.61% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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