NULV vs JMOM
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed NULV, delivering a return of +15.1% compared to +8.1%
NULV vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$1.90B
JMOM
$1.90B
Expense Ratio
NULV
0.26%
Winner
JMOM
0.12%
Max Drawdown
NULV
36.99%
Winner
JMOM
34.31%
Sharpe Ratio
Winner
NULV
2.04
JMOM
2.01
5Y Beta
Winner
NULV
0.66
JMOM
1.04
P/E Ratio
Winner
NULV
22.87
JMOM
33.21
Forward P/E
Winner
NULV
18.04
JMOM
22.36
PEG Ratio
Winner
NULV
0.44
JMOM
0.80
5Y Dividends CAGR
NULV
10.45%
Winner
JMOM
12.88%
5Y EPS CAGR
NULV
12.80%
Winner
JMOM
23.62%
Debt to Equity
Winner
NULV
28.51%
JMOM
29.25%
P/S Ratio
Winner
NULV
1.82
JMOM
2.39
P/B Ratio
Winner
NULV
3.45
JMOM
5.11
NULV vs JMOM - Holdings Comparison
NULV and JMOM have 25 common holdings. Overlap is 10.68%
NULV's top 25 holdings weight is 48.37%. JMOM's top 25 holdings weight is 32.55%.
| Rank | NULV | JMOM |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.54% | BROADCOM INC (AVGO) - 2.23% |
| #2 | INTEL CORP (INTC) - 2.66% | NVIDIA CORP (NVDA) - 2.21% |
| #3 | CITIGROUP INC (C) - 2.18% | ALPHABET INC CLASS A (GOOGL) - 2.16% |
| #4 | COCA-COLA CO (KO) - 2.13% | META PLATFORMS INC CLASS A (META) - 1.80% |
| #5 | PROCTER & GAMBLE CO (PG) - 2.07% | APPLE INC (AAPL) - 1.79% |
| #6 | MORGAN STANLEY (MS) - 2.00% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #7 | ANALOG DEVICES INC (ADI) - 1.97% | ADVANCED MICRO DEVICES INC (AMD) - 1.72% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 1.77% | MICROSOFT CORP (MSFT) - 1.70% |
| #9 | DEERE & CO (DE) - 1.69% | JOHNSON & JOHNSON (JNJ) - 1.66% |
| #10 | BANK OF NEW YORK MELLON CORP (BK) - 1.67% | WALMART INC (WMT) - 1.62% |
| #11 | ABBVIE INC (ABBV) - 1.66% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.59% |
| #12 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.66% | INTEL CORP (INTC) - 1.37% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.60% | COSTCO WHOLESALE CORP (COST) - 1.35% |
| #14 | AMERICAN EXPRESS CO (AXP) - 1.59% | CATERPILLAR INC (CAT) - 1.25% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | NETFLIX INC (NFLX) - 1.14% |
| #16 | TARGET CORP (TGT) - 1.55% | LAM RESEARCH CORP (LRCX) - 1.09% |
| #17 | EBAY INC (EBAY) - 1.52% | GE VERNOVA INC (GEV) - 1.05% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.49% | APPLIED MATERIALS INC (AMAT) - 1.03% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.48% | n/a (PLTR) - 1.00% |
| #20 | CME GROUP INC CLASS A (CME) - 1.46% | GE AEROSPACE (GE) - 0.98% |
| #21 | S&P GLOBAL INC (SPGI) - 1.46% | WILLIAMS COMPANIES INC (WMB) - 0.42% |
| #22 | SALESFORCE INC (CRM) - 1.42% | COMFORT SYSTEMS USA INC (FIX) - 0.41% |
| #23 | DANAHER CORP (DHR) - 1.42% | LUMENTUM HOLDINGS INC (LITE) - 0.41% |
| #24 | THE TRAVELERS COMPANIES INC (TRV) - 1.40% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 0.40% |
| #25 | BAKER HUGHES CO CLASS A (BKR) - 1.40% | PALO ALTO NETWORKS INC (PANW) - 0.39% |
| Total Holdings | 110 | 239 |
NULV vs JMOM - Historical Returns
Returns include dividend reinvestment.
1M
NULV
+5.88%
Winner
JMOM
+10.37%
3M
NULV
+4.59%
Winner
JMOM
+11.40%
6M
NULV
+14.39%
Winner
JMOM
+17.05%
1Y
NULV
+28.60%
Winner
JMOM
+36.39%
5Y(CAGR)
NULV
+8.15%
Winner
JMOM
+15.08%
10Y(CAGR)
NULV
+10.07%
Winner
JMOM
+15.81%
Max(CAGR)
NULV
+10.07%
Winner
JMOM
+15.81%
NULV vs JMOM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NULV | JMOM |
|---|---|---|
| 2026 | +10.60% | +15.25% |
| 2025 | +16.57% | +17.75% |
| 2024 | +11.51% | +29.74% |
| 2023 | +7.64% | +23.74% |
| 2022 | -10.14% | -20.41% |
| 2021 | +25.18% | +26.82% |
| 2020 | +1.58% | +28.12% |
| 2019 | +27.01% | +28.88% |
| 2018 | -5.26% | -5.24% |
| 2017 | +15.67% | +3.32% |
| 2016 | +0.04% | N/A |
NULV vs JMOM Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current NULV drawdown is -0.42%.
| Rank | NULV | JMOM |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between NULV and JMOM is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2017 - 2026)
NULV vs JMOM dividend yield comparison.
| Year | NULV | JMOM |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 1.64% | 0.86% |
| 2024 | 2.09% | 0.75% |
| 2023 | 2.55% | 1.21% |
| 2022 | 2.12% | 1.39% |
| 2021 | 4.52% | 0.64% |
| 2020 | 1.42% | 0.85% |
| 2019 | 1.47% | 1.11% |
| 2018 | 3.73% | 1.38% |
| 2017 | 1.22% | 0.29% |
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