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

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NULV(ETF)	BGIG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.26%	0.45%
Max Drawdown	36.99%	14.11%
Sharpe Ratio	2.04	1.75
5Y Beta	0.66	0.63
P/E Ratio	22.87	23.24
Forward P/E	18.04	19.50
PEG Ratio	0.44	0.64
5Y Dividends CAGR	10.45%	N/A
5Y EPS CAGR	12.80%	14.02%
Debt to Equity	28.51%	N/A
P/S Ratio	1.82	2.79
P/B Ratio	3.45	4.19

Net Assets

NULV

$1.90B

Winner

BGIG

$2B

Expense Ratio

Winner

NULV

0.26%

BGIG

0.45%

Max Drawdown

NULV

36.99%

Winner

BGIG

14.11%

Sharpe Ratio

Winner

NULV

2.04

BGIG

1.75

5Y Beta

NULV

0.66

Winner

BGIG

0.63

P/E Ratio

Winner

NULV

22.87

BGIG

23.24

Forward P/E

Winner

NULV

18.04

BGIG

19.50

PEG Ratio

Winner

NULV

0.44

BGIG

0.64

5Y Dividends CAGR

NULV

10.45%

BGIG

N/A

5Y EPS CAGR

NULV

12.80%

Winner

BGIG

14.02%

Debt to Equity

NULV

28.51%

BGIG

N/A

P/S Ratio

Winner

NULV

1.82

BGIG

2.79

P/B Ratio

Winner

NULV

3.45

BGIG

4.19

NULV vs BGIG - Holdings Comparison

NULV and BGIG have 11 common holdings. Overlap is 13.29%

NULV's top 25 holdings weight is 48.37%. BGIG's top 25 holdings weight is 70.06%.

Rank	NULV	BGIG
#1	ALPHABET INC CLASS A (GOOGL) - 7.54%	BROADCOM INC (AVGO) - 5.88%
#2	INTEL CORP (INTC) - 2.66%	JOHNSON & JOHNSON (JNJ) - 4.83%
#3	CITIGROUP INC (C) - 2.18%	MICROSOFT CORP (MSFT) - 3.99%
#4	COCA-COLA CO (KO) - 2.13%	ELI LILLY AND CO (LLY) - 3.57%
#5	PROCTER & GAMBLE CO (PG) - 2.07%	THE TRAVELERS COMPANIES INC (TRV) - 3.51%
#6	MORGAN STANLEY (MS) - 2.00%	PNC FINANCIAL SERVICES GROUP INC (PNC) - 3.37%
#7	ANALOG DEVICES INC (ADI) - 1.97%	WILLIAMS COMPANIES INC (WMB) - 3.27%
#8	VERIZON COMMUNICATIONS INC (VZ) - 1.77%	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 3.26%
#9	DEERE & CO (DE) - 1.69%	NEXTERA ENERGY INC (NEE) - 3.02%
#10	BANK OF NEW YORK MELLON CORP (BK) - 1.67%	ABBVIE INC (ABBV) - 2.99%
#11	ABBVIE INC (ABBV) - 1.66%	JPMORGAN CHASE & CO (JPM) - 2.98%
#12	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.66%	UNITEDHEALTH GROUP INC (UNH) - 2.73%
#13	PARKER HANNIFIN CORP (PH) - 1.60%	CHEVRON CORP (CVX) - 2.47%
#14	AMERICAN EXPRESS CO (AXP) - 1.59%	GENERAL DYNAMICS CORP (GD) - 2.37%
#15	BRISTOL-MYERS SQUIBB CO (BMY) - 1.58%	GARMIN LTD (GRMN) - 2.21%
#16	TARGET CORP (TGT) - 1.55%	CISCO SYSTEMS INC (CSCO) - 2.20%
#17	EBAY INC (EBAY) - 1.52%	TARGA RESOURCES CORP (TRGP) - 2.16%
#18	APPLIED MATERIALS INC (AMAT) - 1.49%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 2.14%
#19	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.48%	THE HOME DEPOT INC (HD) - 2.09%
#20	CME GROUP INC CLASS A (CME) - 1.46%	EXXON MOBIL CORP (XOM) - 2.03%
#21	S&P GLOBAL INC (SPGI) - 1.46%	DARDEN RESTAURANTS INC (DRI) - 2.01%
#22	SALESFORCE INC (CRM) - 1.42%	PPL CORP (PPL) - 1.79%
#23	DANAHER CORP (DHR) - 1.42%	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.75%
#24	THE TRAVELERS COMPANIES INC (TRV) - 1.40%	CORNING INC (GLW) - 1.73%
#25	BAKER HUGHES CO CLASS A (BKR) - 1.40%	MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.71%
Total Holdings	110	52

NULV vs BGIG - Historical Returns

Returns include dividend reinvestment.

Period	NULV	BGIG
1 month	+5.88%	+1.53%
3 months	+4.59%	+1.19%
6 months	+14.39%	+9.59%
1 year	+28.60%	+21.62%
5 years(CAGR)	+8.15%	N/A
10 years(CAGR)	+10.07%	N/A
Max(CAGR)	+10.07%	+15.86%

Winner

NULV

+5.88%

BGIG

+1.53%

Winner

NULV

+4.59%

BGIG

+1.19%

Winner

NULV

+14.39%

BGIG

+9.59%

Winner

NULV

+28.60%

BGIG

+21.62%

5Y(CAGR)

NULV

+8.15%

BGIG

N/A

10Y(CAGR)

NULV

+10.07%

BGIG

N/A

Max(CAGR)

NULV

+10.07%

Winner

BGIG

+15.86%

NULV vs BGIG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NULV	BGIG
2026	+10.60%	+6.96%
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 -0.42%. The current BGIG drawdown is -1.34%.

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	-1.87% Nov 28, 2025 - Jan 12, 2026
#11	-5.22% Nov 16, 2021 - Dec 16, 2021	-1.71% Jun 18, 2024 - Jul 10, 2024
#12	-4.93% Jan 12, 2021 - Feb 17, 2021	-1.49% Dec 19, 2023 - Dec 26, 2023
#13	-4.67% May 10, 2021 - Aug 3, 2021	-1.46% Jan 8, 2024 - Jan 19, 2024
#14	-4.34% Sep 2, 2021 - Oct 19, 2021	-1.34% Apr 30, 2026 - May 8, 2026
#15	-3.98% Sep 13, 2019 - Oct 23, 2019	-1.32% Jan 16, 2026 - Jan 26, 2026