SPYX vs NULG
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF) and NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF).
5-Year PerformanceNULG has outperformed SPYX, delivering a return of +13.8% compared to +12.9%
SPYX vs NULG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPYX vs NULG - Holdings Comparison
SPYX and NULG have 58 common holdings. Overlap is 20.26%
SPYX's top 25 holdings weight is 51.76%. NULG's top 25 holdings weight is 64.59%.
| Rank | SPYX | NULG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.34% | NVIDIA CORP (NVDA) - 16.40% |
| #2 | APPLE INC (AAPL) - 7.23% | BROADCOM INC (AVGO) - 6.48% |
| #3 | MICROSOFT CORP (MSFT) - 4.93% | ELI LILLY AND CO (LLY) - 3.56% |
| #4 | AMAZON.COM INC (AMZN) - 4.14% | VISA INC CLASS A (V) - 3.08% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.62% | ADVANCED MICRO DEVICES INC (AMD) - 2.86% |
| #6 | BROADCOM INC (AVGO) - 3.20% | MASTERCARD INC CLASS A (MA) - 2.72% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.87% | NETFLIX INC (NFLX) - 2.08% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | TJX COMPANIES INC (TJX) - 1.88% |
| #9 | TESLA INC (TSLA) - 1.95% | KLA CORP (KLAC) - 1.84% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.61% | SERVICENOW INC (NOW) - 1.82% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.42% | INTUIT INC (INTU) - 1.72% |
| #12 | ELI LILLY AND CO (LLY) - 1.35% | ARISTA NETWORKS INC (ANET) - 1.68% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.32% | QUANTA SERVICES INC (PWR) - 1.67% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.31% | ADOBE INC (ADBE) - 1.63% |
| #15 | INTEL CORP (INTC) - 0.92% | BOOKING HOLDINGS INC (BKNG) - 1.62% |
| #16 | VISA INC CLASS A (V) - 0.88% | MONSTER BEVERAGE CORP (MNST) - 1.55% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.88% | WORKDAY INC CLASS A (WDAY) - 1.42% |
| #18 | WALMART INC (WMT) - 0.83% | MOODYS CORP (MCO) - 1.42% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.75% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.40% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.71% | AUTODESK INC (ADSK) - 1.36% |
| #21 | INTUIT INC (INTU) - 0.28% | W.W. GRAINGER INC (GWW) - 1.33% |
| #22 | BOEING CO (BA) - 0.27% | ECOLAB INC (ECL) - 1.29% |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.27% | IDEXX LABORATORIES INC (IDXX) - 1.26% |
| #24 | SALESFORCE INC (CRM) - 0.27% | ROYAL CARIBBEAN GROUP (RCL) - 1.26% |
| #25 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | MOTOROLA SOLUTIONS INC (MSI) - 1.26% |
| Total Holdings | 449 | 83 |
SPYX vs NULG - Historical Returns
Returns include dividend reinvestment.
SPYX vs NULG - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPYX | NULG |
|---|---|---|
| 2026 | +7.57% | +11.83% |
| 2025 | +18.23% | +13.96% |
| 2024 | +26.04% | +25.40% |
| 2023 | +27.44% | +43.46% |
| 2022 | -19.97% | -28.36% |
| 2021 | +30.12% | +29.55% |
| 2020 | +18.84% | +38.04% |
| 2019 | +31.63% | +39.79% |
| 2018 | -4.86% | -0.15% |
| 2017 | +22.61% | +24.57% |
| 2016 | +12.60% | -0.08% |
| 2015 | -2.02% | N/A |
SPYX vs NULG Drawdown Comparison
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.
The current SPYX drawdown is -2.90%. The current NULG drawdown is -4.94%.
| Rank | SPYX | NULG |
|---|---|---|
| #1 | -32.83% Feb 19, 2020 - Aug 6, 2020 | -36.11% Nov 5, 2021 - Jan 19, 2024 |
| #2 | -26.15% Dec 29, 2021 - Dec 14, 2023 | -34.67% Feb 19, 2020 - Jul 2, 2020 |
| #3 | -19.19% Sep 20, 2018 - Apr 12, 2019 | -22.42% Oct 1, 2018 - Apr 12, 2019 |
| #4 | -18.74% Feb 19, 2025 - Jun 26, 2025 | -22.28% Dec 11, 2024 - Jun 10, 2025 |
| #5 | -12.46% Dec 1, 2015 - Apr 19, 2016 | -14.50% Oct 28, 2025 - Apr 17, 2026 |
| #6 | -9.84% Jan 12, 2026 - Apr 15, 2026 | -12.28% Jul 10, 2024 - Oct 14, 2024 |
| #7 | -9.67% Jan 26, 2018 - Jul 25, 2018 | -10.92% Feb 12, 2021 - Apr 13, 2021 |
| #8 | -9.55% Sep 2, 2020 - Nov 11, 2020 | -10.09% Sep 2, 2020 - Nov 24, 2020 |
| #9 | -8.45% Jul 16, 2024 - Sep 19, 2024 | -8.11% Jan 26, 2018 - Mar 9, 2018 |
| #10 | -7.14% May 3, 2019 - Jun 20, 2019 | -7.98% Mar 21, 2024 - May 15, 2024 |
| #11 | -6.19% Jul 26, 2019 - Oct 21, 2019 | -7.79% Mar 12, 2018 - May 23, 2018 |
| #12 | -5.71% Jun 8, 2016 - Jul 8, 2016 | -7.78% Apr 26, 2021 - Jun 14, 2021 |
| #13 | -5.57% Sep 3, 2021 - Oct 25, 2021 | -7.64% Sep 3, 2021 - Oct 26, 2021 |
| #14 | -5.44% Mar 28, 2024 - May 15, 2024 | -6.78% Apr 29, 2019 - Jun 19, 2019 |
| #15 | -5.17% Oct 28, 2025 - Dec 11, 2025 | -6.41% Jul 26, 2019 - Sep 5, 2019 |
Correlation
Correlation between SPYX and NULG is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2015 - 2026)
SPYX vs NULG dividend yield comparison.
| Year | SPYX | NULG |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 0.91% | 0.11% |
| 2024 | 1.05% | 0.16% |
| 2023 | 1.21% | 0.43% |
| 2022 | 1.41% | 0.40% |
| 2021 | 1.04% | 5.08% |
| 2020 | 1.33% | 2.68% |
| 2019 | 1.56% | 1.10% |
| 2018 | 1.92% | 3.73% |
| 2017 | 1.68% | 0.61% |
| 2016 | 1.91% | 0.00% |
| 2015 | 0.16% | 0.00% |
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