NULV vs SPYX
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceSPYX has outperformed NULV, delivering a return of +13.1% compared to +8.6%
NULV vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.70B
Winner
SPYX
$2.80B
Expense Ratio
NULV
0.26%
Winner
SPYX
0.20%
Max Drawdown
NULV
36.99%
Winner
SPYX
33.23%
Sharpe Ratio
Winner
NULV
1.65
SPYX
1.45
5Y Beta
Winner
NULV
0.65
SPYX
0.99
P/E Ratio
Winner
NULV
22.77
SPYX
27.87
Forward P/E
Winner
NULV
17.79
SPYX
22.36
PEG Ratio
NULV
0.58
SPYX
N/A
5Y Dividends CAGR
Winner
NULV
10.45%
SPYX
4.43%
5Y EPS CAGR
NULV
12.48%
Winner
SPYX
25.10%
Debt to Equity
NULV
60.90%
Winner
SPYX
31.09%
P/S Ratio
Winner
NULV
1.92
SPYX
3.69
P/B Ratio
Winner
NULV
3.49
SPYX
5.67
NULV vs SPYX - Holdings Comparison
NULV and SPYX have 95 common holdings. Overlap is 21.16%
NULV's top 25 holdings weight is 50.78%. SPYX's top 25 holdings weight is 52.39%.
| Rank | NULV | SPYX |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.76% | NVIDIA CORP (NVDA) - 8.05% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.81% | APPLE INC (AAPL) - 7.08% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.68% | MICROSOFT CORP (MSFT) - 4.88% |
| #4 | COCA-COLA CO (KO) - 2.19% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | CITIGROUP INC (C) - 2.08% | ALPHABET INC CLASS A (GOOGL) - 3.45% |
| #6 | MORGAN STANLEY (MS) - 2.08% | BROADCOM INC (AVGO) - 2.92% |
| #7 | PROCTER & GAMBLE CO (PG) - 2.02% | ALPHABET INC CLASS C (GOOG) - 2.76% |
| #8 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.99% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #9 | ABBVIE INC (ABBV) - 1.74% | TESLA INC (TSLA) - 1.78% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72% | MICRON TECHNOLOGY INC (MU) - 1.66% |
| #11 | VERIZON COMMUNICATIONS INC (VZ) - 1.65% | ELI LILLY AND CO (LLY) - 1.49% |
| #12 | THE GOLDMAN SACHS GROUP INC (GS) - 1.63% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #13 | ANALOG DEVICES INC (ADI) - 1.59% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #14 | BANK OF NEW YORK MELLON CORP (BNY) - 1.58% | ADVANCED MICRO DEVICES INC (AMD) - 1.22% |
| #15 | DEERE & CO (DE) - 1.56% | JOHNSON & JOHNSON (JNJ) - 0.95% |
| #16 | PFIZER INC (PFE) - 1.56% | VISA INC CLASS A (V) - 0.90% |
| #17 | GILEAD SCIENCES INC (GILD) - 1.55% | WALMART INC (WMT) - 0.87% |
| #18 | EATON CORP PLC (ETN) - 1.51% | INTEL CORP (INTC) - 0.83% |
| #19 | PARKER HANNIFIN CORP (PH) - 1.47% | CISCO SYSTEMS INC (CSCO) - 0.78% |
| #20 | NXP SEMICONDUCTORS NV (NXPI) - 1.46% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #21 | AMERICAN EXPRESS CO (AXP) - 1.45% | LAM RESEARCH CORP (LRCX) - 0.67% |
| #22 | EQUINIX INC (EQIX) - 1.44% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | CARDINAL HEALTH INC (CAH) - 1.44% | CATERPILLAR INC (CAT) - 0.66% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.43% | ABBVIE INC (ABBV) - 0.66% |
| #25 | TARGET CORP (TGT) - 1.39% | APPLIED MATERIALS INC (AMAT) - 0.65% |
| Total Holdings | 101 | 491 |
NULV vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
NULV
-0.12%
Winner
SPYX
+0.46%
3M
NULV
+8.11%
Winner
SPYX
+10.94%
6M
Winner
NULV
+11.19%
SPYX
+10.25%
1Y
NULV
+24.62%
Winner
SPYX
+24.88%
5Y(CAGR)
NULV
+8.64%
Winner
SPYX
+13.05%
10Y(CAGR)
NULV
+9.89%
Winner
SPYX
+15.52%
Max(CAGR)
NULV
+9.89%
Winner
SPYX
+14.58%
NULV vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | NULV | SPYX |
|---|---|---|
| 2026 | +10.07% | +8.10% |
| 2025 | +16.57% | +18.23% |
| 2024 | +11.51% | +26.04% |
| 2023 | +7.64% | +27.44% |
| 2022 | -10.14% | -19.97% |
| 2021 | +25.18% | +30.12% |
| 2020 | +1.58% | +18.84% |
| 2019 | +27.01% | +31.63% |
| 2018 | -5.26% | -4.86% |
| 2017 | +15.67% | +22.61% |
| 2016 | +0.04% | +12.60% |
| 2015 | N/A | -2.02% |
NULV vs SPYX Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current NULV drawdown is -2.83%. The current SPYX drawdown is -2.41%.
| Rank | NULV | SPYX |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between NULV and SPYX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
NULV vs SPYX dividend yield comparison.
| Year | NULV | SPYX |
|---|---|---|
| 2026 | 0.00% | 0.21% |
| 2025 | 1.64% | 0.91% |
| 2024 | 2.09% | 1.05% |
| 2023 | 2.55% | 1.21% |
| 2022 | 2.12% | 1.41% |
| 2021 | 4.52% | 1.04% |
| 2020 | 1.42% | 1.33% |
| 2019 | 1.47% | 1.56% |
| 2018 | 3.73% | 1.92% |
| 2017 | 1.22% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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