NULG vs SPYX
Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceNULG has outperformed SPYX, delivering a return of +13.8% compared to +12.9%
NULG vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULG
$2.30B
SPYX
$2.30B
Expense Ratio
NULG
0.26%
Winner
SPYX
0.20%
Max Drawdown
NULG
39.30%
Winner
SPYX
33.23%
Sharpe Ratio
NULG
1.47
Winner
SPYX
1.98
5Y Beta
NULG
1.17
Winner
SPYX
0.99
P/E Ratio
NULG
37.72
Winner
SPYX
28.93
Forward P/E
NULG
25.02
Winner
SPYX
22.38
PEG Ratio
NULG
0.53
SPYX
N/A
5Y Dividends CAGR
NULG
-33.99%
Winner
SPYX
4.43%
5Y EPS CAGR
Winner
NULG
41.73%
SPYX
28.35%
Debt to Equity
NULG
74.90%
Winner
SPYX
37.28%
P/S Ratio
NULG
6.47
Winner
SPYX
3.61
P/B Ratio
NULG
11.16
Winner
SPYX
5.63
NULG vs SPYX - Holdings Comparison
NULG and SPYX have 59 common holdings. Overlap is 20.82%
NULG's top 25 holdings weight is 64.59%. SPYX's top 25 holdings weight is 50.87%.
| Rank | NULG | SPYX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.40% | NVIDIA CORP (NVDA) - 8.57% |
| #2 | BROADCOM INC (AVGO) - 6.48% | APPLE INC (AAPL) - 6.68% |
| #3 | ELI LILLY AND CO (LLY) - 3.56% | MICROSOFT CORP (MSFT) - 5.31% |
| #4 | VISA INC CLASS A (V) - 3.08% | AMAZON.COM INC (AMZN) - 4.33% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #6 | MASTERCARD INC CLASS A (MA) - 2.72% | BROADCOM INC (AVGO) - 3.24% |
| #7 | NETFLIX INC (NFLX) - 2.08% | ALPHABET INC CLASS C (GOOG) - 2.74% |
| #8 | TJX COMPANIES INC (TJX) - 1.88% | META PLATFORMS INC CLASS A (META) - 2.47% |
| #9 | KLA CORP (KLAC) - 1.84% | TESLA INC (TSLA) - 1.77% |
| #10 | SERVICENOW INC (NOW) - 1.82% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #11 | INTUIT INC (INTU) - 1.72% | JPMORGAN CHASE & CO (JPM) - 1.41% |
| #12 | ARISTA NETWORKS INC (ANET) - 1.68% | ELI LILLY AND CO (LLY) - 1.14% |
| #13 | QUANTA SERVICES INC (PWR) - 1.67% | MICRON TECHNOLOGY INC (MU) - 0.98% |
| #14 | ADOBE INC (ADBE) - 1.63% | VISA INC CLASS A (V) - 0.95% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.62% | WALMART INC (WMT) - 0.95% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | WORKDAY INC CLASS A (WDAY) - 1.42% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #18 | MOODYS CORP (MCO) - 1.42% | INTEL CORP (INTC) - 0.75% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #20 | AUTODESK INC (ADSK) - 1.36% | MASTERCARD INC CLASS A (MA) - 0.72% |
| #21 | W.W. GRAINGER INC (GWW) - 1.33% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | ECOLAB INC (ECL) - 1.29% | QUALCOMM INC (QCOM) - 0.28% |
| #23 | IDEXX LABORATORIES INC (IDXX) - 1.26% | UNION PACIFIC CORP (UNP) - 0.27% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 1.26% | INTUITIVE SURGICAL INC (ISRG) - 0.27% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 1.26% | GILEAD SCIENCES INC (GILD) - 0.27% |
| Total Holdings | 83 | 450 |
NULG vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULG
+13.19%
SPYX
+9.35%
3M
Winner
NULG
+11.74%
SPYX
+6.35%
6M
Winner
NULG
+11.35%
SPYX
+9.81%
1Y
NULG
+30.18%
Winner
SPYX
+31.37%
5Y(CAGR)
Winner
NULG
+13.77%
SPYX
+12.92%
10Y(CAGR)
Winner
NULG
+18.62%
SPYX
+15.55%
Max(CAGR)
Winner
NULG
+18.62%
SPYX
+14.69%
NULG vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | NULG | SPYX |
|---|---|---|
| 2026 | +10.92% | +7.60% |
| 2025 | +13.96% | +18.23% |
| 2024 | +25.40% | +26.04% |
| 2023 | +43.46% | +27.44% |
| 2022 | -28.36% | -19.97% |
| 2021 | +29.55% | +30.12% |
| 2020 | +38.04% | +18.84% |
| 2019 | +39.79% | +31.63% |
| 2018 | -0.15% | -4.86% |
| 2017 | +24.57% | +22.61% |
| 2016 | -0.08% | +12.60% |
| 2015 | N/A | -2.02% |
NULG vs SPYX Drawdown Comparison
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
| Rank | NULG | SPYX |
|---|---|---|
| #1 | -36.11% Nov 5, 2021 - Jan 19, 2024 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -34.67% Feb 19, 2020 - Jul 2, 2020 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -22.42% Oct 1, 2018 - Apr 12, 2019 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -22.28% Dec 11, 2024 - Jun 10, 2025 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -14.50% Oct 28, 2025 - Apr 17, 2026 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -12.28% Jul 10, 2024 - Oct 14, 2024 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -10.92% Feb 12, 2021 - Apr 13, 2021 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -10.09% Sep 2, 2020 - Nov 24, 2020 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -8.11% Jan 26, 2018 - Mar 9, 2018 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -7.98% Mar 21, 2024 - May 15, 2024 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -7.79% Mar 12, 2018 - May 23, 2018 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -7.78% Apr 26, 2021 - Jun 14, 2021 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -7.64% Sep 3, 2021 - Oct 26, 2021 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -6.78% Apr 29, 2019 - Jun 19, 2019 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -6.41% Jul 26, 2019 - Sep 5, 2019 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between NULG and SPYX is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2015 - 2026)
NULG vs SPYX dividend yield comparison.
| Year | NULG | SPYX |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.11% | 0.91% |
| 2024 | 0.16% | 1.05% |
| 2023 | 0.43% | 1.21% |
| 2022 | 0.40% | 1.41% |
| 2021 | 5.08% | 1.04% |
| 2020 | 2.68% | 1.33% |
| 2019 | 1.10% | 1.56% |
| 2018 | 3.73% | 1.92% |
| 2017 | 0.61% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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