NULG vs USMC
Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed NULG, delivering a return of +14.7% compared to +13.7%
NULG vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULG
$3.40B
Winner
USMC
$3.50B
Expense Ratio
NULG
0.26%
Winner
USMC
0.12%
Max Drawdown
NULG
39.30%
Winner
USMC
29.97%
Sharpe Ratio
NULG
1.21
Winner
USMC
1.35
5Y Beta
NULG
1.19
Winner
USMC
0.93
P/E Ratio
NULG
35.13
Winner
USMC
29.24
Forward P/E
NULG
23.50
Winner
USMC
21.26
PEG Ratio
Winner
NULG
0.06
USMC
0.55
5Y Dividends CAGR
NULG
-33.99%
Winner
USMC
-0.46%
5Y EPS CAGR
Winner
NULG
40.17%
USMC
28.42%
Debt to Equity
NULG
97.34%
Winner
USMC
43.20%
P/S Ratio
NULG
6.10
Winner
USMC
5.27
P/B Ratio
NULG
10.89
Winner
USMC
6.78
NULG vs USMC - Holdings Comparison
NULG and USMC have 6 common holdings. Overlap is 23.10%
NULG's top 25 holdings weight is 64.59%. USMC's top 25 holdings weight is 97.86%.
| Rank | NULG | USMC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.40% | MICRON TECHNOLOGY INC (MU) - 8.02% |
| #2 | BROADCOM INC (AVGO) - 6.48% | NVIDIA CORP (NVDA) - 7.82% |
| #3 | ELI LILLY AND CO (LLY) - 3.56% | APPLE INC (AAPL) - 6.88% |
| #4 | VISA INC CLASS A (V) - 3.08% | ALPHABET INC CLASS A (GOOGL) - 5.98% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | BROADCOM INC (AVGO) - 5.03% |
| #6 | MASTERCARD INC CLASS A (MA) - 2.72% | JPMORGAN CHASE & CO (JPM) - 4.55% |
| #7 | NETFLIX INC (NFLX) - 2.08% | MICROSOFT CORP (MSFT) - 4.43% |
| #8 | TJX COMPANIES INC (TJX) - 1.88% | VISA INC CLASS A (V) - 4.23% |
| #9 | KLA CORP (KLAC) - 1.84% | COSTCO WHOLESALE CORP (COST) - 3.91% |
| #10 | SERVICENOW INC (NOW) - 1.82% | MASTERCARD INC CLASS A (MA) - 3.90% |
| #11 | INTUIT INC (INTU) - 1.72% | AMAZON.COM INC (AMZN) - 3.63% |
| #12 | ARISTA NETWORKS INC (ANET) - 1.68% | BANK OF AMERICA CORP (BAC) - 3.60% |
| #13 | QUANTA SERVICES INC (PWR) - 1.67% | META PLATFORMS INC CLASS A (META) - 3.59% |
| #14 | ADOBE INC (ADBE) - 1.63% | GE AEROSPACE (GE) - 3.31% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.62% | NETFLIX INC (NFLX) - 3.27% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.55% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.09% |
| #17 | WORKDAY INC CLASS A (WDAY) - 1.42% | ABBVIE INC (ABBV) - 3.02% |
| #18 | MOODYS CORP (MCO) - 1.42% | JOHNSON & JOHNSON (JNJ) - 2.99% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% | CATERPILLAR INC (CAT) - 2.89% |
| #20 | AUTODESK INC (ADSK) - 1.36% | PROCTER & GAMBLE CO (PG) - 2.86% |
| #21 | W.W. GRAINGER INC (GWW) - 1.33% | ELI LILLY AND CO (LLY) - 2.37% |
| #22 | ECOLAB INC (ECL) - 1.29% | TESLA INC (TSLA) - 2.21% |
| #23 | IDEXX LABORATORIES INC (IDXX) - 1.26% | CHEVRON CORP (CVX) - 2.14% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 1.26% | EXXON MOBIL CORP (XOM) - 2.07% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 1.26% | WALMART INC (WMT) - 2.07% |
| Total Holdings | 83 | 27 |
NULG vs USMC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULG
+1.64%
USMC
-0.32%
3M
Winner
NULG
+21.45%
USMC
+12.45%
6M
Winner
NULG
+13.84%
USMC
+5.31%
1Y
Winner
NULG
+26.26%
USMC
+20.33%
5Y(CAGR)
NULG
+13.68%
Winner
USMC
+14.75%
10Y(CAGR)
Winner
NULG
+18.79%
USMC
+14.84%
Max(CAGR)
Winner
NULG
+18.79%
USMC
+14.84%
NULG vs USMC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NULG | USMC |
|---|---|---|
| 2026 | +14.92% | +7.02% |
| 2025 | +13.96% | +15.84% |
| 2024 | +25.40% | +30.19% |
| 2023 | +43.46% | +31.46% |
| 2022 | -28.36% | -17.74% |
| 2021 | +29.55% | +27.40% |
| 2020 | +38.04% | +14.89% |
| 2019 | +39.79% | +28.26% |
| 2018 | -0.15% | -2.42% |
| 2017 | +24.57% | +5.48% |
| 2016 | -0.08% | N/A |
NULG vs USMC Drawdown Comparison
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current NULG drawdown is -2.80%. The current USMC drawdown is -2.46%.
| Rank | NULG | USMC |
|---|---|---|
| #1 | -36.11% Nov 5, 2021 - Jan 19, 2024 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -34.67% Feb 19, 2020 - Jul 2, 2020 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -22.42% Oct 1, 2018 - Apr 12, 2019 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -22.28% Dec 11, 2024 - Jun 10, 2025 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -14.50% Oct 28, 2025 - Apr 17, 2026 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -12.28% Jul 10, 2024 - Oct 14, 2024 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -10.92% Feb 12, 2021 - Apr 13, 2021 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -10.09% Sep 2, 2020 - Nov 24, 2020 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -8.11% Jan 26, 2018 - Mar 9, 2018 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -7.98% Mar 21, 2024 - May 15, 2024 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -7.79% Mar 12, 2018 - May 23, 2018 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -7.78% Apr 26, 2021 - Jun 14, 2021 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -7.64% Sep 3, 2021 - Oct 26, 2021 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -6.78% Apr 29, 2019 - Jun 19, 2019 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -6.41% Jul 26, 2019 - Sep 5, 2019 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between NULG and USMC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
NULG vs USMC dividend yield comparison.
| Year | NULG | USMC |
|---|---|---|
| 2026 | 0.00% | 0.20% |
| 2025 | 0.11% | 0.79% |
| 2024 | 0.16% | 1.04% |
| 2023 | 0.43% | 1.35% |
| 2022 | 0.40% | 1.78% |
| 2021 | 5.08% | 1.53% |
| 2020 | 2.68% | 1.55% |
| 2019 | 1.10% | 2.01% |
| 2018 | 3.73% | 2.28% |
| 2017 | 0.61% | 0.24% |
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