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NULV vs SPY

Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NULV, delivering a return of +13.0% compared to +8.6%

NULV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NULV
$2.70B
Winner
SPY
$784B
Expense Ratio
NULV
0.26%
Winner
SPY
0.09%
Max Drawdown
Winner
NULV
36.99%
SPY
56.47%
Sharpe Ratio
Winner
NULV
1.73
SPY
1.54
5Y Beta
Winner
NULV
0.65
SPY
1.00
P/E Ratio
Winner
NULV
22.47
SPY
27.62
Forward P/E
Winner
NULV
17.39
SPY
21.11
PEG Ratio
NULV
0.57
SPY
N/A
5Y Dividends CAGR
Winner
NULV
10.45%
SPY
6.00%
5Y EPS CAGR
NULV
12.39%
Winner
SPY
25.30%
Debt to Equity
NULV
61.88%
Winner
SPY
31.11%
P/S Ratio
Winner
NULV
1.87
SPY
3.49
P/B Ratio
Winner
NULV
3.40
SPY
5.30

NULV vs SPY - Holdings Comparison

NULV and SPY have 95 common holdings. Overlap is 20.15%

NULV's top 25 holdings weight is 51.56%. SPY's top 25 holdings weight is 51.24%.

RankNULVSPY
#1
MICROSOFT CORP (MSFT) - 7.39%
NVIDIA CORP (NVDA) - 7.81%
#2
META PLATFORMS INC CLASS A (META) - 3.75%
APPLE INC (AAPL) - 6.81%
#3
CISCO SYSTEMS INC (CSCO) - 2.65%
MICROSOFT CORP (MSFT) - 4.53%
#4
MORGAN STANLEY (MS) - 2.26%
AMAZON.COM INC (AMZN) - 3.72%
#5
CITIGROUP INC (C) - 2.25%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
COCA-COLA CO (KO) - 2.18%
BROADCOM INC (AVGO) - 2.77%
#7
PROCTER & GAMBLE CO (PG) - 2.07%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.02%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
THE GOLDMAN SACHS GROUP INC (GS) - 1.76%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
ABBVIE INC (ABBV) - 1.73%
TESLA INC (TSLA) - 1.76%
#11
VERIZON COMMUNICATIONS INC (VZ) - 1.68%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.65%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ANALOG DEVICES INC (ADI) - 1.65%
ELI LILLY AND CO (LLY) - 1.38%
#14
BANK OF NEW YORK MELLON CORP (BNY) - 1.64%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
DEERE & CO (DE) - 1.61%
EXXON MOBIL CORP (XOM) - 0.92%
#16
PFIZER INC (PFE) - 1.60%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
AMERICAN EXPRESS CO (AXP) - 1.57%
VISA INC CLASS A (V) - 0.87%
#18
GILEAD SCIENCES INC (GILD) - 1.57%
INTEL CORP (INTC) - 0.85%
#19
CARDINAL HEALTH INC (CAH) - 1.56%
WALMART INC (WMT) - 0.82%
#20
EATON CORP PLC (ETN) - 1.56%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
PARKER HANNIFIN CORP (PH) - 1.55%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
EQUINIX INC (EQIX) - 1.50%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
NXP SEMICONDUCTORS NV (NXPI) - 1.48%
CATERPILLAR INC (CAT) - 0.68%
#24
PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.46%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
TARGET CORP (TGT) - 1.42%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings101505

NULV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NULV
-1.46%
Winner
SPY
-1.41%
3M
NULV
+9.77%
Winner
SPY
+12.54%
6M
Winner
NULV
+9.53%
SPY
+6.77%
1Y
NULV
+22.16%
Winner
SPY
+22.18%
5Y(CAGR)
NULV
+8.58%
Winner
SPY
+13.04%
10Y(CAGR)
NULV
+9.88%
Winner
SPY
+15.54%
Max(CAGR)
Winner
NULV
+9.88%
SPY
+8.44%

NULV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNULVSPY
2026+10.18%+7.90%
2025+16.57%+18.00%
2024+11.51%+25.59%
2023+7.64%+26.72%
2022-10.14%-18.64%
2021+25.18%+30.52%
2020+1.58%+17.28%
2019+27.01%+31.09%
2018-5.26%-5.24%
2017+15.67%+20.78%
2016+0.04%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NULV vs SPY Drawdown Comparison

The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NULV drawdown is -2.73%. The current SPY drawdown is -3.22%.

RankNULVSPY
#1-36.99%
Feb 12, 2020 - Dec 4, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.47%
Jan 4, 2022 - Mar 6, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.55%
Sep 21, 2018 - Apr 5, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-15.02%
Nov 29, 2024 - Jul 3, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.27%
Jan 29, 2018 - Sep 20, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.28%
Feb 26, 2026 - Apr 17, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.01%
Jul 29, 2019 - Sep 10, 2019		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.94%
May 3, 2019 - Jun 20, 2019		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.79%
Mar 28, 2024 - Jul 15, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.44%
Jul 31, 2024 - Aug 23, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.22%
Nov 16, 2021 - Dec 16, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.93%
Jan 12, 2021 - Feb 17, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.67%
May 10, 2021 - Aug 3, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-4.34%
Sep 2, 2021 - Oct 19, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.98%
Sep 13, 2019 - Oct 23, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NULV and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

NULV vs SPY dividend yield comparison.

YearNULVSPY
20260.00%0.50%
20251.64%1.07%
20242.09%1.21%
20232.55%1.40%
20222.12%1.65%
20214.52%1.20%
20201.42%1.52%
20191.47%1.75%
20183.73%2.04%
20171.22%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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