NULG vs XSMO
Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).
5-Year PerformanceNULG has outperformed XSMO, delivering a return of +13.8% compared to +12.2%
NULG vs XSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULG
$2.30B
XSMO
$2.30B
Expense Ratio
Winner
NULG
0.26%
XSMO
0.36%
Max Drawdown
Winner
NULG
39.30%
XSMO
58.06%
Sharpe Ratio
NULG
1.47
Winner
XSMO
1.65
5Y Beta
NULG
1.17
Winner
XSMO
1.06
P/E Ratio
NULG
37.72
Winner
XSMO
33.54
Forward P/E
NULG
25.02
Winner
XSMO
19.61
PEG Ratio
NULG
0.53
XSMO
N/A
5Y Dividends CAGR
NULG
-33.99%
Winner
XSMO
8.36%
5Y EPS CAGR
Winner
NULG
41.73%
XSMO
23.25%
Debt to Equity
NULG
74.90%
XSMO
N/A
P/S Ratio
NULG
6.47
Winner
XSMO
1.16
P/B Ratio
NULG
11.16
Winner
XSMO
2.83
NULG vs XSMO - Holdings Comparison
NULG and XSMO have 1 common holdings. Overlap is 0.00%
NULG's top 25 holdings weight is 64.59%. XSMO's top 25 holdings weight is 45.18%.
| Rank | NULG | XSMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 16.40% | VIAVI SOLUTIONS INC (VIAV) - 3.23% |
| #2 | BROADCOM INC (AVGO) - 6.48% | VIASAT INC (VSAT) - 3.12% |
| #3 | ELI LILLY AND CO (LLY) - 3.56% | PRIMORIS SERVICES CORP (PRIM) - 2.94% |
| #4 | VISA INC CLASS A (V) - 3.08% | ESCO TECHNOLOGIES INC (ESE) - 2.74% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 2.86% | FORMFACTOR INC (FORM) - 2.19% |
| #6 | MASTERCARD INC CLASS A (MA) - 2.72% | KRYSTAL BIOTECH INC (KRYS) - 2.05% |
| #7 | NETFLIX INC (NFLX) - 2.08% | SANMINA CORP (SANM) - 1.85% |
| #8 | TJX COMPANIES INC (TJX) - 1.88% | POWELL INDUSTRIES INC (POWL) - 1.81% |
| #9 | KLA CORP (KLAC) - 1.84% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.80% |
| #10 | SERVICENOW INC (NOW) - 1.82% | STONEX GROUP INC (SNEX) - 1.77% |
| #11 | INTUIT INC (INTU) - 1.72% | MERCURY SYSTEMS INC (MRCY) - 1.73% |
| #12 | ARISTA NETWORKS INC (ANET) - 1.68% | n/a (INDV) - 1.66% |
| #13 | QUANTA SERVICES INC (PWR) - 1.67% | BRIGHTSPRING HEALTH SERVICES INC (BTSG) - 1.63% |
| #14 | ADOBE INC (ADBE) - 1.63% | LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.56% |
| #15 | BOOKING HOLDINGS INC (BKNG) - 1.62% | GRANITE CONSTRUCTION INC (GVA) - 1.49% |
| #16 | MONSTER BEVERAGE CORP (MNST) - 1.55% | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.47% |
| #17 | WORKDAY INC CLASS A (WDAY) - 1.42% | PTC THERAPEUTICS INC (PTCT) - 1.41% |
| #18 | MOODYS CORP (MCO) - 1.42% | MYR GROUP INC (MYRG) - 1.41% |
| #19 | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% | LIGAND PHARMACEUTICALS INC (LGND) - 1.39% |
| #20 | AUTODESK INC (ADSK) - 1.36% | n/a (MSGS) - 1.37% |
| #21 | W.W. GRAINGER INC (GWW) - 1.33% | INSTALLED BUILDING PRODUCTS INC (IBP) - 1.35% |
| #22 | ECOLAB INC (ECL) - 1.29% | PRICESMART INC (PSMT) - 1.34% |
| #23 | IDEXX LABORATORIES INC (IDXX) - 1.26% | DANA INC (DAN) - 1.30% |
| #24 | ROYAL CARIBBEAN GROUP (RCL) - 1.26% | PLEXUS CORP (PLXS) - 1.29% |
| #25 | MOTOROLA SOLUTIONS INC (MSI) - 1.26% | AXOS FINANCIAL INC (AX) - 1.28% |
| Total Holdings | 83 | 117 |
NULG vs XSMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULG
+13.19%
XSMO
+7.19%
3M
Winner
NULG
+11.74%
XSMO
+8.10%
6M
NULG
+11.35%
Winner
XSMO
+21.77%
1Y
NULG
+30.18%
Winner
XSMO
+37.32%
5Y(CAGR)
Winner
NULG
+13.77%
XSMO
+12.25%
10Y(CAGR)
Winner
NULG
+18.62%
XSMO
+15.06%
Max(CAGR)
Winner
NULG
+18.62%
XSMO
+9.21%
NULG vs XSMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NULG | XSMO |
|---|---|---|
| 2026 | +10.92% | +19.81% |
| 2025 | +13.96% | +9.64% |
| 2024 | +25.40% | +18.82% |
| 2023 | +43.46% | +23.37% |
| 2022 | -28.36% | -16.09% |
| 2021 | +29.55% | +19.52% |
| 2020 | +38.04% | +22.10% |
| 2019 | +39.79% | +28.40% |
| 2018 | -0.15% | -3.68% |
| 2017 | +24.57% | +23.53% |
| 2016 | -0.08% | +10.82% |
| 2015 | N/A | +1.08% |
| 2014 | N/A | +7.32% |
| 2013 | N/A | +29.71% |
| 2012 | N/A | +12.85% |
| 2011 | N/A | -2.88% |
| 2010 | N/A | +24.08% |
| 2009 | N/A | +16.24% |
| 2008 | N/A | -37.12% |
| 2007 | N/A | -1.08% |
| 2006 | N/A | +4.67% |
| 2005 | N/A | +10.69% |
NULG vs XSMO Drawdown Comparison
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The current XSMO drawdown is -1.28%.
| Rank | NULG | XSMO |
|---|---|---|
| #1 | -36.11% Nov 5, 2021 - Jan 19, 2024 | -58.06% Jul 19, 2007 - Jan 24, 2013 |
| #2 | -34.67% Feb 19, 2020 - Jul 2, 2020 | -39.38% Feb 13, 2020 - Sep 2, 2020 |
| #3 | -22.42% Oct 1, 2018 - Apr 12, 2019 | -29.63% Nov 9, 2021 - Mar 21, 2024 |
| #4 | -22.28% Dec 11, 2024 - Jun 10, 2025 | -29.47% Aug 31, 2018 - Jan 16, 2020 |
| #5 | -14.50% Oct 28, 2025 - Apr 17, 2026 | -29.30% Jun 23, 2015 - Feb 15, 2017 |
| #6 | -12.28% Jul 10, 2024 - Oct 14, 2024 | -24.77% Nov 25, 2024 - Sep 4, 2025 |
| #7 | -10.92% Feb 12, 2021 - Apr 13, 2021 | -20.97% May 5, 2006 - Jul 12, 2007 |
| #8 | -10.09% Sep 2, 2020 - Nov 24, 2020 | -15.22% Feb 12, 2021 - Jun 8, 2021 |
| #9 | -8.11% Jan 26, 2018 - Mar 9, 2018 | -12.39% Jul 1, 2014 - Feb 13, 2015 |
| #10 | -7.98% Mar 21, 2024 - May 15, 2024 | -10.72% Jun 8, 2021 - Oct 25, 2021 |
| #11 | -7.79% Mar 12, 2018 - May 23, 2018 | -10.31% Jul 31, 2024 - Oct 14, 2024 |
| #12 | -7.78% Apr 26, 2021 - Jun 14, 2021 | -9.43% Mar 7, 2005 - Jun 6, 2005 |
| #13 | -7.64% Sep 3, 2021 - Oct 26, 2021 | -8.94% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -6.78% Apr 29, 2019 - Jun 19, 2019 | -8.89% Feb 9, 2026 - Apr 8, 2026 |
| #15 | -6.41% Jul 26, 2019 - Sep 5, 2019 | -8.41% Oct 15, 2020 - Nov 5, 2020 |
Correlation
Correlation between NULG and XSMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2009 - 2026)
NULG vs XSMO dividend yield comparison.
| Year | NULG | XSMO |
|---|---|---|
| 2026 | 0.00% | 0.14% |
| 2025 | 0.11% | 0.75% |
| 2024 | 0.16% | 0.63% |
| 2023 | 0.43% | 0.96% |
| 2022 | 0.40% | 1.19% |
| 2021 | 5.08% | 0.30% |
| 2020 | 2.68% | 0.82% |
| 2019 | 1.10% | 0.69% |
| 2018 | 3.73% | 0.66% |
| 2017 | 0.61% | 0.27% |
| 2016 | 0.00% | 0.30% |
| 2015 | 0.00% | 0.35% |
| 2014 | 0.00% | 1.31% |
| 2013 | 0.00% | 0.91% |
| 2012 | 0.00% | 0.70% |
| 2009 | 0.00% | 0.69% |
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