NULV vs EPP
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and ISHARES MSCI PACIFIC EX JAPAN ETF (EPP, ETF).
5-Year PerformanceNULV has outperformed EPP, delivering a return of +9.5% compared to +7.2%
NULV vs EPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.20B
EPP
$2.20B
Expense Ratio
Winner
NULV
0.26%
EPP
0.47%
Max Drawdown
Winner
NULV
36.99%
EPP
67.70%
Sharpe Ratio
Winner
NULV
1.85
EPP
0.92
5Y Beta
Winner
NULV
0.64
EPP
0.75
P/E Ratio
NULV
23.88
EPP
N/A
Forward P/E
NULV
18.19
EPP
N/A
PEG Ratio
NULV
0.71
EPP
N/A
5Y Dividends CAGR
Winner
NULV
10.45%
EPP
9.78%
5Y EPS CAGR
NULV
10.61%
EPP
N/A
Debt to Equity
NULV
66.35%
EPP
N/A
P/S Ratio
NULV
1.95
EPP
N/A
P/B Ratio
NULV
3.59
EPP
N/A
NULV vs EPP - Holdings Comparison
NULV and EPP have 0 common holdings. Overlap is 0.00%
NULV's top 25 holdings weight is 51.21%. EPP's top 25 holdings weight is 70.19%.
| Rank | NULV | EPP |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.41% | BHP GROUP LTD (n/a) - 9.39% |
| #2 | META PLATFORMS INC CLASS A (META) - 4.01% | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 8.77% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.62% | DBS GROUP HOLDINGS LTD (n/a) - 4.78% |
| #4 | COCA-COLA CO (KO) - 2.20% | AIA GROUP LTD (n/a) - 4.42% |
| #5 | CITIGROUP INC (C) - 2.17% | WESTPAC BANKING CORP (n/a) - 3.89% |
| #6 | MORGAN STANLEY (MS) - 2.10% | NATIONAL AUSTRALIA BANK LTD (n/a) - 3.79% |
| #7 | PROCTER & GAMBLE CO (PG) - 2.00% | ANZ GROUP HOLDINGS LTD (n/a) - 3.37% |
| #8 | ABBVIE INC (ABBV) - 1.94% | WESFARMERS LTD (n/a) - 3.20% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.82% | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 3.01% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.78% | MACQUARIE GROUP LTD (n/a) - 2.90% |
| #11 | DEERE & CO (DE) - 1.70% | HONG KONG EXCHANGES AND CLEARING LTD (n/a) - 2.38% |
| #12 | CARDINAL HEALTH INC (CAH) - 1.62% | RIO TINTO LTD (n/a) - 1.96% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.62% | GOODMAN GROUP (n/a) - 1.91% |
| #14 | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% | CSL LTD (n/a) - 1.89% |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.59% | SEA LTD ADR (SE) - 1.78% |
| #16 | PARKER HANNIFIN CORP (PH) - 1.56% | UNITED OVERSEAS BANK LTD (n/a) - 1.75% |
| #17 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.56% | WOODSIDE ENERGY GROUP LTD (WDS) - 1.66% |
| #18 | GILEAD SCIENCES INC (GILD) - 1.56% | WOOLWORTHS GROUP LTD (n/a) - 1.51% |
| #19 | EATON CORP PLC (ETN) - 1.55% | TRANSURBAN GROUP (n/a) - 1.43% |
| #20 | ANALOG DEVICES INC (ADI) - 1.53% | QBE INSURANCE GROUP LTD (n/a) - 1.18% |
| #21 | VERIZON COMMUNICATIONS INC (VZ) - 1.52% | SINGAPORE TELECOMMUNICATIONS LTD (n/a) - 1.15% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.47% | ARISTOCRAT LEISURE LTD (n/a) - 1.05% |
| #23 | PFIZER INC (PFE) - 1.46% | TECHTRONIC INDUSTRIES CO LTD (n/a) - 1.04% |
| #24 | TARGET CORP (TGT) - 1.43% | CK HUTCHISON HOLDINGS LTD (n/a) - 1.00% |
| #25 | EQUINIX INC (EQIX) - 1.38% | COLES GROUP LTD (n/a) - 0.98% |
| Total Holdings | 102 | 108 |
NULV vs EPP - Historical Returns
Returns include dividend reinvestment.
1M
NULV
+4.61%
Winner
EPP
+5.31%
3M
NULV
+6.08%
Winner
EPP
+6.48%
6M
Winner
NULV
+11.07%
EPP
+4.41%
1Y
Winner
NULV
+26.72%
EPP
+17.80%
5Y(CAGR)
Winner
NULV
+9.51%
EPP
+7.23%
10Y(CAGR)
Winner
NULV
+10.47%
EPP
+7.58%
Max(CAGR)
Winner
NULV
+10.47%
EPP
+9.17%
NULV vs EPP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | NULV | EPP |
|---|---|---|
| 2026 | +17.82% | +15.28% |
| 2025 | +16.57% | +19.75% |
| 2024 | +11.51% | +6.00% |
| 2023 | +7.64% | +6.11% |
| 2022 | -10.14% | -6.79% |
| 2021 | +25.18% | +3.86% |
| 2020 | +1.58% | +4.97% |
| 2019 | +27.01% | +19.27% |
| 2018 | -5.26% | -11.62% |
| 2017 | +15.67% | +24.09% |
| 2016 | +0.04% | +9.01% |
| 2015 | N/A | -8.36% |
| 2014 | N/A | -1.03% |
| 2013 | N/A | +1.73% |
| 2012 | N/A | +22.74% |
| 2011 | N/A | -14.42% |
| 2010 | N/A | +13.87% |
| 2009 | N/A | +62.26% |
| 2008 | N/A | -47.31% |
| 2007 | N/A | +29.17% |
| 2006 | N/A | +29.68% |
| 2005 | N/A | +14.63% |
| 2004 | N/A | +26.18% |
| 2003 | N/A | +43.93% |
| 2002 | N/A | -6.06% |
| 2001 | N/A | +8.45% |
NULV vs EPP Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for EPP was -66.01%, occurring on Nov 20, 2008. Recovery took 1307 trading sessions.
The current NULV drawdown is -1.02%.
| Rank | NULV | EPP |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -66.01% Oct 31, 2007 - Jan 10, 2013 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -39.30% Jan 16, 2020 - Dec 10, 2020 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -30.42% Sep 3, 2014 - Jul 14, 2017 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -26.24% Jun 4, 2021 - Sep 19, 2024 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -19.29% Oct 2, 2024 - May 27, 2025 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -18.74% May 22, 2002 - Jun 11, 2003 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -17.80% Jan 26, 2018 - Jun 27, 2019 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -17.59% Jul 23, 2007 - Sep 19, 2007 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -17.21% Apr 30, 2013 - Oct 22, 2013 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -16.92% Feb 17, 2004 - Sep 30, 2004 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -15.01% May 9, 2006 - Oct 25, 2006 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -12.96% Oct 22, 2013 - Apr 9, 2014 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -10.37% Jul 3, 2019 - Jan 13, 2020 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -10.31% Feb 26, 2007 - Mar 26, 2007 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -8.79% Feb 25, 2026 - May 6, 2026 |
Correlation
Correlation between NULV and EPP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2001 - 2026)
NULV vs EPP dividend yield comparison.
| Year | NULV | EPP |
|---|---|---|
| 2026 | 0.00% | 1.42% |
| 2025 | 1.64% | 3.77% |
| 2024 | 2.09% | 3.81% |
| 2023 | 2.55% | 4.10% |
| 2022 | 2.12% | 4.37% |
| 2021 | 4.52% | 4.58% |
| 2020 | 1.42% | 2.28% |
| 2019 | 1.47% | 3.89% |
| 2018 | 3.73% | 5.00% |
| 2017 | 1.22% | 4.15% |
| 2016 | 0.00% | 3.96% |
| 2015 | 0.00% | 4.90% |
| 2014 | 0.00% | 4.33% |
| 2013 | 0.00% | 4.08% |
| 2012 | 0.00% | 4.21% |
| 2011 | 0.00% | 4.41% |
| 2010 | 0.00% | 3.30% |
| 2009 | 0.00% | 3.45% |
| 2008 | 0.00% | 2.39% |
| 2007 | 0.00% | 4.72% |
| 2006 | 0.00% | 4.24% |
| 2005 | 0.00% | 3.75% |
| 2004 | 0.00% | 3.34% |
| 2003 | 0.00% | 2.08% |
| 2002 | 0.00% | 1.74% |
| 2001 | 0.00% | 0.50% |
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