NULV
+2.84 · +6.51%
$46.50 · BATS

Nuveen ESG Large-Cap Value ETF (NULV) ETF Analysis | Large Value

Nuveen · USA
AUM:$2.0B
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.3% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.26% — competitive for the exposure provided.

What is NULV?

Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is comprised of equity securities with value characteristics issued by large capitalization companies listed on U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
NULV delivered 17.3% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.26% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 25.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.0B
Expense Ratio0.26%
Dividend Yield1.57%
Holdings50
Inception DateDec 2016
Domicile–
Distribution–
Index–
ProviderNuveen
Beta0.86
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would NULV affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.2%
1Y
+26.7%
3Y
+62.7%
5Y
+57.1%
OpenBook InsightIf you had invested £10,000 in NULV 5 years ago, it would have grown to £15,709 — a gain of £5,709.

Annual Returns

Calendar year performance

NULV delivered positive returns in 4 of the last 5 calendar years.
YearNULV
2026 YTD+19.0%
2025+16.6%
2024+11.4%
2023+7.7%
2022-10.2%
CAGR 4yr+5.9%
4/5 positive yearsAvg return: +8.9%Worst year: -10.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
9.5%
Low
Momentum
+5.6%
30-day change
Support Level
52.42
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.