NULV vs TCHP
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).
5-Year PerformanceTCHP has outperformed NULV, delivering a return of +9.6% compared to +8.9%
NULV vs TCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.10B
Winner
TCHP
$2.20B
Expense Ratio
Winner
NULV
0.26%
TCHP
0.57%
Max Drawdown
Winner
NULV
36.99%
TCHP
42.35%
Sharpe Ratio
Winner
NULV
1.67
TCHP
0.49
5Y Beta
Winner
NULV
0.65
TCHP
1.22
P/E Ratio
Winner
NULV
22.96
TCHP
32.79
Forward P/E
Winner
NULV
17.94
TCHP
25.96
PEG Ratio
NULV
0.57
Winner
TCHP
0.52
5Y Dividends CAGR
NULV
10.45%
TCHP
N/A
5Y EPS CAGR
NULV
12.43%
Winner
TCHP
37.84%
Debt to Equity
NULV
61.34%
TCHP
N/A
P/S Ratio
Winner
NULV
1.93
TCHP
6.63
P/B Ratio
Winner
NULV
3.50
TCHP
10.24
NULV vs TCHP - Holdings Comparison
NULV and TCHP have 9 common holdings. Overlap is 14.01%
NULV's top 25 holdings weight is 51.21%. TCHP's top 25 holdings weight is 87.48%.
| Rank | NULV | TCHP |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 7.41% | NVIDIA CORP (NVDA) - 15.34% |
| #2 | META PLATFORMS INC CLASS A (META) - 4.01% | MICROSOFT CORP (MSFT) - 9.59% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.62% | APPLE INC (AAPL) - 9.00% |
| #4 | COCA-COLA CO (KO) - 2.20% | AMAZON.COM INC (AMZN) - 7.45% |
| #5 | CITIGROUP INC (C) - 2.17% | ALPHABET INC CLASS C (GOOG) - 6.87% |
| #6 | MORGAN STANLEY (MS) - 2.10% | BROADCOM INC (AVGO) - 6.10% |
| #7 | PROCTER & GAMBLE CO (PG) - 2.00% | META PLATFORMS INC CLASS A (META) - 4.67% |
| #8 | ABBVIE INC (ABBV) - 1.94% | CARVANA CO CLASS A (CVNA) - 3.91% |
| #9 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.82% | VISA INC CLASS A (V) - 2.71% |
| #10 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.78% | ELI LILLY AND CO (LLY) - 2.68% |
| #11 | DEERE & CO (DE) - 1.70% | TESLA INC (TSLA) - 2.50% |
| #12 | CARDINAL HEALTH INC (CAH) - 1.62% | MASTERCARD INC CLASS A (MA) - 1.97% |
| #13 | BANK OF NEW YORK MELLON CORP (BNY) - 1.62% | NETFLIX INC (NFLX) - 1.97% |
| #14 | THE GOLDMAN SACHS GROUP INC (GS) - 1.61% | ALPHABET INC CLASS A (GOOGL) - 1.88% |
| #15 | AMERICAN EXPRESS CO (AXP) - 1.59% | GE AEROSPACE (GE) - 1.68% |
| #16 | PARKER HANNIFIN CORP (PH) - 1.56% | INTUITIVE SURGICAL INC (ISRG) - 1.16% |
| #17 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.56% | ASML HOLDING NV ADR (ASML) - 1.11% |
| #18 | GILEAD SCIENCES INC (GILD) - 1.56% | GE VERNOVA INC (GEV) - 1.08% |
| #19 | EATON CORP PLC (ETN) - 1.55% | CHUBB LTD (CB) - 0.94% |
| #20 | ANALOG DEVICES INC (ADI) - 1.53% | BOOKING HOLDINGS INC (BKNG) - 0.87% |
| #21 | VERIZON COMMUNICATIONS INC (VZ) - 1.52% | ORACLE CORP (ORCL) - 0.86% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 1.47% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 0.85% |
| #23 | PFIZER INC (PFE) - 1.46% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.77% |
| #24 | TARGET CORP (TGT) - 1.43% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.77% |
| #25 | EQUINIX INC (EQIX) - 1.38% | UNITEDHEALTH GROUP INC (UNH) - 0.75% |
| Total Holdings | 102 | 60 |
NULV vs TCHP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NULV
+0.92%
TCHP
-0.31%
3M
Winner
NULV
+7.60%
TCHP
+3.60%
6M
Winner
NULV
+9.09%
TCHP
+2.85%
1Y
Winner
NULV
+24.86%
TCHP
+11.26%
5Y(CAGR)
NULV
+8.95%
Winner
TCHP
+9.60%
10Y(CAGR)
NULV
+10.13%
TCHP
N/A
Max(CAGR)
NULV
+10.13%
Winner
TCHP
+12.55%
NULV vs TCHP - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NULV | TCHP |
|---|---|---|
| 2026 | +13.18% | +2.66% |
| 2025 | +16.57% | +18.69% |
| 2024 | +11.51% | +38.25% |
| 2023 | +7.64% | +51.12% |
| 2022 | -10.14% | -38.19% |
| 2021 | +25.18% | +20.12% |
| 2020 | +1.58% | +11.37% |
| 2019 | +27.01% | N/A |
| 2018 | -5.26% | N/A |
| 2017 | +15.67% | N/A |
| 2016 | +0.04% | N/A |
NULV vs TCHP Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The current NULV drawdown is -0.58%. The current TCHP drawdown is -4.00%.
| Rank | NULV | TCHP |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -42.34% Nov 19, 2021 - Mar 1, 2024 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -22.92% Jan 23, 2025 - Jun 25, 2025 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -17.50% Oct 29, 2025 - May 8, 2026 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -13.08% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -11.98% Sep 2, 2020 - Dec 17, 2020 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -8.92% Jun 1, 2026 - Jun 26, 2026 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -8.83% Feb 12, 2021 - Apr 9, 2021 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -8.04% Sep 7, 2021 - Nov 4, 2021 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -7.48% Apr 29, 2021 - Jun 14, 2021 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -6.54% Mar 22, 2024 - May 14, 2024 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -5.48% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -4.34% Jan 21, 2021 - Feb 3, 2021 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -3.53% Oct 9, 2025 - Oct 24, 2025 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -3.30% Aug 6, 2020 - Aug 18, 2020 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -3.24% Jul 23, 2021 - Aug 27, 2021 |
Correlation
Correlation between NULV and TCHP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2017 - 2025)
NULV vs TCHP dividend yield comparison.
| Year | NULV | TCHP |
|---|---|---|
| 2025 | 1.64% | 0.00% |
| 2024 | 2.09% | 0.00% |
| 2023 | 2.55% | 0.00% |
| 2022 | 2.12% | 0.00% |
| 2021 | 4.52% | 0.02% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 3.73% | 0.00% |
| 2017 | 1.22% | 0.00% |
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