NULV vs BGIG
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
NULV vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
NULV
0.26%
BGIG
0.45%
Max Drawdown
NULV
36.99%
Winner
BGIG
14.11%
Sharpe Ratio
Winner
NULV
1.85
BGIG
1.70
5Y Beta
NULV
0.64
Winner
BGIG
0.59
P/E Ratio
Winner
NULV
23.88
BGIG
24.97
Forward P/E
Winner
NULV
18.19
BGIG
20.14
PEG Ratio
NULV
0.71
Winner
BGIG
0.68
5Y Dividends CAGR
NULV
10.45%
BGIG
N/A
5Y EPS CAGR
NULV
10.61%
Winner
BGIG
13.95%
Debt to Equity
NULV
66.35%
BGIG
N/A
P/S Ratio
Winner
NULV
1.95
BGIG
2.72
P/B Ratio
Winner
NULV
3.59
BGIG
4.33
NULV vs BGIG - Holdings Comparison
NULV and BGIG have 13 common holdings. Overlap is 18.03%
NULV's top 25 holdings weight is 51.21%. BGIG's top 25 holdings weight is 72.09%.
| Rank | NULV | BGIG |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.41% | BROADCOM INC (AVGO) - 4.87% |
| #2 | META PLATFORMS INC CLASS A (META) - 4.01% | UNITEDHEALTH GROUP INC (UNH) - 4.84% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.62% | ELI LILLY AND CO (LLY) - 4.44% |
| #4 | COCA-COLA CO (KO) - 2.20% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 4.11% |
| #5 | CITIGROUP INC (C) - 2.17% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 4.05% |
| #6 | MORGAN STANLEY (MS) - 2.10% | JOHNSON & JOHNSON (JNJ) - 4.03% |
| #7 | PROCTER & GAMBLE CO (PG) - 2.00% | ABBVIE INC (ABBV) - 3.51% |
| #8 | ABBVIE INC (ABBV) - 1.94% | MICROSOFT CORP (MSFT) - 3.39% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.82% | WILLIAMS COMPANIES INC (WMB) - 3.26% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.78% | APOLLO GLOBAL MANAGEMENT INC (APO) - 3.19% |
| #11 | DEERE & CO (DE) - 1.70% | JPMORGAN CHASE & CO (JPM) - 2.96% |
| #12 | CARDINAL HEALTH INC (CAH) - 1.62% | CISCO SYSTEMS INC (CSCO) - 2.80% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.62% | THE TRAVELERS COMPANIES INC (TRV) - 2.60% |
| #14 | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% | GENERAL DYNAMICS CORP (GD) - 2.41% |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.59% | NEXTERA ENERGY INC (NEE) - 2.24% |
| #16 | PARKER HANNIFIN CORP (PH) - 1.56% | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.15% |
| #17 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.56% | CHEVRON CORP (CVX) - 2.13% |
| #18 | GILEAD SCIENCES INC (GILD) - 1.56% | GARMIN LTD (GRMN) - 2.09% |
| #19 | EATON CORP PLC (ETN) - 1.55% | CUMMINS INC (CMI) - 2.05% |
| #20 | ANALOG DEVICES INC (ADI) - 1.53% | THE HOME DEPOT INC (HD) - 2.00% |
| #21 | VERIZON COMMUNICATIONS INC (VZ) - 1.52% | DARDEN RESTAURANTS INC (DRI) - 1.96% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.47% | WEC ENERGY GROUP INC (WEC) - 1.86% |
| #23 | PFIZER INC (PFE) - 1.46% | CORNING INC (GLW) - 1.80% |
| #24 | TARGET CORP (TGT) - 1.43% | TARGA RESOURCES CORP (TRGP) - 1.70% |
| #25 | EQUINIX INC (EQIX) - 1.38% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.65% |
| Total Holdings | 102 | 52 |
NULV vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULV
+4.61%
BGIG
+2.59%
3M
Winner
NULV
+6.08%
BGIG
+5.37%
6M
Winner
NULV
+11.07%
BGIG
+7.88%
1Y
Winner
NULV
+26.72%
BGIG
+20.42%
5Y(CAGR)
NULV
+9.51%
BGIG
N/A
10Y(CAGR)
NULV
+10.47%
BGIG
N/A
Max(CAGR)
NULV
+10.47%
Winner
BGIG
+17.00%
NULV vs BGIG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NULV | BGIG |
|---|---|---|
| 2026 | +17.82% | +14.83% |
| 2025 | +16.57% | +12.53% |
| 2024 | +11.51% | +16.25% |
| 2023 | +7.64% | +4.55% |
| 2022 | -10.14% | N/A |
| 2021 | +25.18% | N/A |
| 2020 | +1.58% | N/A |
| 2019 | +27.01% | N/A |
| 2018 | -5.26% | N/A |
| 2017 | +15.67% | N/A |
| 2016 | +0.04% | N/A |
NULV vs BGIG Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current NULV drawdown is -1.02%. The current BGIG drawdown is -1.73%.
| Rank | NULV | BGIG |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between NULV and BGIG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
NULV vs BGIG dividend yield comparison.
| Year | NULV | BGIG |
|---|---|---|
| 2026 | 0.00% | 0.98% |
| 2025 | 1.64% | 1.89% |
| 2024 | 2.09% | 2.02% |
| 2023 | 2.55% | 0.78% |
| 2022 | 2.12% | 0.00% |
| 2021 | 4.52% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 3.73% | 0.00% |
| 2017 | 1.22% | 0.00% |
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