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NuveenLarge ValueNULV · Cboe BZX

Nuveen ESG Large-Cap Value ETF (NULV)

Price
$53.60
11 Sept 2026
Assets
$2.8B
Total net assets
Expense ratio
0.26%
Category 0.85%
Yield
1.37%
Trailing distributions
3Y CAGR
17.8%-0.1%
Category 17.9%
5Y CAGR
9.7%-1.8%
Category 11.5%
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Nuveen ESG Large-Cap Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-0.1%+5.8%+17.6%+19.0%+25.7%+17.8%+9.7%+10.6%
Large Value average-1.1%3.4%13.6%15.6%20.2%17.9%11.5%12.3%12.8%
Difference+0.9%+2.3%+4.0%+3.4%+5.5%-0.1%-1.8%-2.2%

Holdings

The 10 largest positions make up 29.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MSFTMicrosoft Corp9.31%
METAMeta Platforms Inc Class A3.56%
CSCOCisco Systems Inc2.35%
KOCoca-Cola Co2.28%
HPEHewlett Packard Enterprise Co2.06%
MSMorgan Stanley2.02%
CCitigroup Inc1.94%
ABBVAbbVie Inc1.89%
PGProcter & Gamble Co1.88%
CRMSalesforce Inc1.77%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
22.1
P/B
3.5
P/S
2.0
P/CF
13.6

Sector allocation

Share of the equity the fund holds.

27.3%Technology11 sectors
  1. Technology27.3%
  2. Financial services17.2%
  3. Health care13.7%
  4. Industrials10.1%
  5. Consumer staples9.2%
  6. Communication services7.9%
  7. Utilities3.9%
  8. Energy3.6%
  9. Real estate3.1%
  10. Materials2.8%
  11. Consumer discretionary1.4%

Asset mix

  • Stocks100.0%

ETF details

Issuer
Nuveen
Category
Equity · Large Value
Ticker
NULV
Exchange
Cboe BZX
Inception
13 Dec 2016 (9.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.26% (category 0.85%)
Holdings turnover
58% (category 57%)
Distribution yield
1.37%
Beta, 3 years
0.82
Total net assets
$2.8B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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