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UCON vs NULG

Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF).

5-Year PerformanceNULG has outperformed UCON, delivering a return of +14.7% compared to +2.8%

UCON vs NULG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UCON
$3.30B
Winner
NULG
$3.40B
Expense Ratio
UCON
0.86%
Winner
NULG
0.26%
Max Drawdown
Winner
UCON
15.31%
NULG
39.30%
Sharpe Ratio
UCON
0.56
Winner
NULG
1.08
5Y Beta
Winner
UCON
0.04
NULG
1.19
P/E Ratio
UCON
N/A
NULG
35.20
Forward P/E
UCON
N/A
NULG
24.07
PEG Ratio
UCON
N/A
NULG
0.06
5Y Dividends CAGR
Winner
UCON
8.79%
NULG
-33.99%
5Y EPS CAGR
UCON
N/A
NULG
40.14%
Debt to Equity
UCON
N/A
NULG
97.40%
P/S Ratio
UCON
N/A
NULG
6.24
P/B Ratio
UCON
N/A
NULG
11.06

UCON vs NULG - Historical Returns

Returns include dividend reinvestment.

1M
UCON
+1.07%
Winner
NULG
+5.79%
3M
UCON
+1.11%
Winner
NULG
+23.15%
6M
UCON
+1.35%
Winner
NULG
+19.78%
1Y
UCON
+5.55%
Winner
NULG
+28.18%
5Y(CAGR)
UCON
+2.79%
Winner
NULG
+14.69%
10Y(CAGR)
UCON
+3.71%
Winner
NULG
+19.17%
Max(CAGR)
UCON
+3.71%
Winner
NULG
+19.17%

UCON vs NULG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearUCONNULG
2026+0.77%+18.01%
2025+7.00%+13.96%
2024+4.90%+25.40%
2023+7.67%+43.46%
2022-5.72%-28.36%
2021+1.05%+29.55%
2020+6.67%+38.04%
2019+7.13%+39.79%
2018+1.11%-0.15%
2017N/A+24.57%
2016N/A-0.08%

UCON vs NULG Drawdown Comparison

The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.

The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.

The current UCON drawdown is -0.40%.

RankUCONNULG
#1-15.31%
Mar 5, 2020 - Jul 2, 2020
-36.11%
Nov 5, 2021 - Jan 19, 2024
#2-9.60%
Sep 14, 2021 - Dec 14, 2023
-34.67%
Feb 19, 2020 - Jul 2, 2020
#3-2.45%
Feb 26, 2026 - Mar 26, 2026
-22.42%
Oct 1, 2018 - Apr 12, 2019
#4-1.70%
Feb 1, 2024 - May 15, 2024
-22.28%
Dec 11, 2024 - Jun 10, 2025
#5-1.67%
Sep 24, 2024 - Feb 24, 2025
-14.50%
Oct 28, 2025 - Apr 17, 2026
#6-1.53%
Mar 3, 2025 - May 30, 2025
-12.28%
Jul 10, 2024 - Oct 14, 2024
#7-1.12%
Nov 9, 2018 - Jan 10, 2019
-10.92%
Feb 12, 2021 - Apr 13, 2021
#8-1.07%
Feb 11, 2021 - May 26, 2021
-10.09%
Sep 2, 2020 - Nov 24, 2020
#9-0.96%
Sep 4, 2019 - Oct 1, 2019
-8.11%
Jan 26, 2018 - Mar 9, 2018
#10-0.88%
Feb 24, 2020 - Mar 3, 2020
-7.98%
Mar 21, 2024 - May 15, 2024
#11-0.87%
Dec 28, 2023 - Jan 12, 2024
-7.79%
Mar 12, 2018 - May 23, 2018
#12-0.83%
Oct 13, 2020 - Nov 5, 2020
-7.78%
Apr 26, 2021 - Jun 14, 2021
#13-0.75%
Oct 28, 2025 - Nov 25, 2025
-7.64%
Sep 3, 2021 - Oct 26, 2021
#14-0.73%
May 15, 2024 - Jun 4, 2024
-6.78%
Apr 29, 2019 - Jun 19, 2019
#15-0.73%
Feb 19, 2019 - Mar 6, 2019
-6.41%
Jul 26, 2019 - Sep 5, 2019

Correlation

Correlation between UCON and NULG is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2017 - 2026)

UCON vs NULG dividend yield comparison.

YearUCONNULG
20261.83%0.00%
20254.63%0.11%
20244.95%0.16%
20234.75%0.43%
20223.12%0.40%
20212.20%5.08%
20203.14%2.68%
20193.25%1.10%
20181.76%3.73%
20170.00%0.61%

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