NULC
Nuveen ESG Large-Cap ETF
The Nuveen ESG large-cap ETF tracks a multi-factor-weighted index of large-cap companies listed on US exchanges. Holdings are screened for environmental, social, and governance criteria.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 57.2 M
ASSETS UNDER MGMT
21 bp
EXPENSES
Fund Basics
| Inception date | Jun 03, 2019 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| NVIDIA CORP | 8.9 % |
| ALPHABET INC. CLASS C | 4.4 % |
| BROADCOM INC. | 4.4 % |
| ALPHABET INC. CLASS A | 3.5 % |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 2.3 % |
| WESTERN DIGITAL CORP | 2.0 % |
| GE VERONA | 1.9 % |
| COSTCO WHOLESALE CORP | 1.9 % |
| VISA INC. CLASS A | 1.8 % |
| MASTERCARD INCORPORATED CLASS A | 1.7 % |
Constituent Breakdown
| Number of holdings | 137 |
| Herfindahl-Hirschman Index | 210 |
| Wgt avg mkt cap (mns) | $837,690 |
| Large cap (>$10bn) | 98.3% |
| Mid cap ($2-10bn) | 0.1% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.1% |
| Emerging mkts. | 0.6% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.5 % |
 |
IRELAND | 5.0 % |
 |
ARGENTINA | 0.6 % |
 |
SWITZERLAND | 0.6 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 8.3% | 17.4% | 12.2% | 14.9% | 5.9% | -- | -- | 10.8% |
| Dividend Yield | 0.0% | 4.9% | 3.8% | 3.1% | 3.5% | -- | -- | 3.4% |
| Total Returns | 8.3% | 22.3% | 16.0% | 18.0% | 9.4% | -- | -- | 14.2% | Ann. Volatility | 15.4% | 14.1% | 16.5% | 15.1% | 17.0% | -- | -- | 19.8% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.98 | 76% |
| MSCI EAFE | 0.65 | 45% |
| MSCI Emg Mkts | 0.50 | 44% |
Liquidity Measures
| Avg. volume (000) | 6 |
| ADV traded (mns) | $0 |
| Turnover | 0.6% |
| Avg. Bid/Ask (% of price) | 0.07% |
Technical Indicators
| 30d moving avg. (EMA) | $51.00 |
| Relative strength (RSI) | 62 |
| MACD/Signal | 0.98/1.03 |
| Bollinger Bands (Upper/Lower) | $53.33/$50.23 |
| Short interest (% of AUM) | 0.3% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. NULC |
Expenses vs. NULC |
ALTAR Score™ vs. NULC |
|---|---|---|---|---|
| SUSA | iShares MSCI USA ESG Select ETF | 50.6% | +4 bp | +0.0% |
| USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 48.1% | -11 bp | +0.2% |
| SUSL | iShares ESG MSCI USA Leaders ETF | 47.6% | -11 bp | +0.2% |
| DSI | iShares MSCI KLD 400 Social ETF | 47.0% | +4 bp | +0.1% |
| OALC | OneAscent Large Cap Core ETF | 45.2% | +65 bp | -0.6% |
| ESGU | iShares ESG Aware MSCI USA ETF | 44.6% | -6 bp | +0.1% |
| USXF | iShares ESG Advanced MSCI USA ETF | 42.2% | -11 bp | -0.1% |
| IWL | iShares Russell Top 200 ETF | 42.1% | -6 bp | -0.2% |
| JUST | Goldman Sachs JUST U.S. Large Cap Equity ETF | 42.1% | -1 bp | +0.2% |
| MGC | Vanguard Mega Cap ETF | 42.1% | -14 bp | -0.2% |
Risk and Returns: NULC vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/20/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
4.7%
ALTAR SCORE™
36th
PERCENTILE
UNDERWEIGHT
ETFRC RATING
There are 1,346 funds in the US Equity category with an average
ALTAR Score™ of 5.5% and a standard deviation
of 2.1%. NULC's ALTAR Score™ is approximately -0.4 standard
deviations above the category average. This places NULC in the 36th percentile
among funds in the category.
Sell-Side Consensus
$59.83
PRICE TARGET
+14.9%
UPSIDE