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 +13.3% compared to +8.1%
NULV vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$1.90B
Winner
SPY
$652B
Expense Ratio
NULV
0.26%
Winner
SPY
0.09%
Max Drawdown
Winner
NULV
36.99%
SPY
56.47%
Sharpe Ratio
NULV
2.04
Winner
SPY
2.07
5Y Beta
Winner
NULV
0.66
SPY
1.00
P/E Ratio
Winner
NULV
22.87
SPY
28.24
Forward P/E
Winner
NULV
18.04
SPY
21.85
PEG Ratio
NULV
0.44
SPY
N/A
5Y Dividends CAGR
Winner
NULV
10.45%
SPY
5.43%
5Y EPS CAGR
NULV
12.80%
Winner
SPY
25.79%
Debt to Equity
NULV
28.51%
Winner
SPY
22.35%
P/S Ratio
Winner
NULV
1.82
SPY
3.55
P/B Ratio
Winner
NULV
3.45
SPY
5.29
NULV vs SPY - Holdings Comparison
NULV and SPY have 105 common holdings. Overlap is 18.54%
NULV's top 25 holdings weight is 48.37%. SPY's top 25 holdings weight is 51.32%.
| Rank | NULV | SPY |
|---|---|---|
| #1 | ALPHABET INC CLASS A (GOOGL) - 7.54% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | INTEL CORP (INTC) - 2.66% | APPLE INC (AAPL) - 6.48% |
| #3 | CITIGROUP INC (C) - 2.18% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | COCA-COLA CO (KO) - 2.13% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | PROCTER & GAMBLE CO (PG) - 2.07% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | MORGAN STANLEY (MS) - 2.00% | BROADCOM INC (AVGO) - 3.09% |
| #7 | ANALOG DEVICES INC (ADI) - 1.97% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | VERIZON COMMUNICATIONS INC (VZ) - 1.77% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | DEERE & CO (DE) - 1.69% | TESLA INC (TSLA) - 1.73% |
| #10 | BANK OF NEW YORK MELLON CORP (BK) - 1.67% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | ABBVIE INC (ABBV) - 1.66% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.66% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | PARKER HANNIFIN CORP (PH) - 1.60% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | AMERICAN EXPRESS CO (AXP) - 1.59% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.58% | WALMART INC (WMT) - 0.91% |
| #16 | TARGET CORP (TGT) - 1.55% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | EBAY INC (EBAY) - 1.52% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.49% | VISA INC CLASS A (V) - 0.85% |
| #19 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.48% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | CME GROUP INC CLASS A (CME) - 1.46% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | S&P GLOBAL INC (SPGI) - 1.46% | INTEL CORP (INTC) - 0.65% |
| #22 | SALESFORCE INC (CRM) - 1.42% | NETFLIX INC (NFLX) - 0.64% |
| #23 | DANAHER CORP (DHR) - 1.42% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | THE TRAVELERS COMPANIES INC (TRV) - 1.40% | CHEVRON CORP (CVX) - 0.58% |
| #25 | BAKER HUGHES CO CLASS A (BKR) - 1.40% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 110 | 505 |
NULV vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NULV
+5.88%
Winner
SPY
+9.11%
3M
NULV
+4.59%
Winner
SPY
+6.59%
6M
Winner
NULV
+14.39%
SPY
+10.56%
1Y
NULV
+28.60%
Winner
SPY
+32.04%
5Y(CAGR)
NULV
+8.15%
Winner
SPY
+13.35%
10Y(CAGR)
NULV
+10.07%
Winner
SPY
+15.49%
Max(CAGR)
Winner
NULV
+10.07%
SPY
+8.50%
NULV vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NULV | SPY |
|---|---|---|
| 2026 | +10.60% | +8.27% |
| 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% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/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 -0.42%.
| Rank | NULV | SPY |
|---|---|---|
| #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.
| Year | NULV | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 1.64% | 1.07% |
| 2024 | 2.09% | 1.21% |
| 2023 | 2.55% | 1.40% |
| 2022 | 2.12% | 1.65% |
| 2021 | 4.52% | 1.20% |
| 2020 | 1.42% | 1.52% |
| 2019 | 1.47% | 1.75% |
| 2018 | 3.73% | 2.04% |
| 2017 | 1.22% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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