Is Nuveen ESG Large-Cap Value ETF (NULV) a Strong ETF Right Now?

Core Viewpoint - The Nuveen ESG Large-Cap Value ETF (NULV) is a smart beta ETF launched on December 13, 2016, providing broad exposure to the large-cap value market segment [1] Fund Overview - NULV is sponsored by Nuveen and has accumulated assets exceeding $1.78 billion, categorizing it as an average-sized ETF in the large-cap value space [5] - The fund aims to replicate the performance of the TIAA ESG USA Large-Cap Value Index, which includes equity securities from large-cap companies listed on U.S. exchanges [5] Cost Structure - NULV has an annual operating expense ratio of 0.26%, which is competitive within its peer group [6] - The fund's 12-month trailing dividend yield is reported at 1.93% [6] Sector Allocation and Holdings - The ETF has a significant allocation in the Financials sector, comprising approximately 22.2% of the portfolio, followed by Healthcare and Industrials [7] - Procter & Gamble Co (PG) represents about 2.61% of total assets, with Bank of America Corp (BAC) and International Business Machines (IBM) also among the top holdings [8] - The top 10 holdings account for roughly 22.35% of total assets under management [8] Performance Metrics - As of August 15, 2025, NULV has gained approximately 8.46% year-to-date and about 11.83% over the past year [10] - The fund has traded between $36.02 and $43.28 in the last 52 weeks, with a beta of 0.88 and a standard deviation of 14.28% over the trailing three-year period [10] Alternatives - Other ETFs in the large-cap value space include Vanguard ESG U.S. Stock ETF (ESGV) with $11.13 billion in assets and iShares ESG Aware MSCI USA ETF (ESGU) with $14.28 billion [12] - ESGV has an expense ratio of 0.09%, while ESGU charges 0.15%, presenting lower-cost options for investors [12]