NUDV - ETF AI Analysis
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Nuveen ESG Dividend ETF (NUDV)
NUDV, the Nuveen ESG Dividend ETF, has a solid overall rating driven by strong, diversified holdings like Merck and IBM, which combine robust financial performance with attractive growth initiatives in areas such as AI and healthcare innovation. The fund’s score is held back somewhat by names facing valuation and leverage concerns, such as AbbVie and Deere, and a key risk is its concentration in large, established dividend payers that can be sensitive to debt levels, slowing growth, and sector-specific challenges.
NUDV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 56.35M
- Region
- North America
- Expense Ratio
- 0.26%
- Beta
- 0.60
- Issuer
- Nuveen
- Inception Date
- Sep 27, 2021
- Dividend Yield
- 2.24%
- Asset Class
- Equity
- Index Tracked
- MSCI Nuveen ESG USA High Dividend Yield Index
NUDV Summary
The Nuveen ESG Dividend ETF (NUDV) is a U.S. stock fund that follows the MSCI Nuveen ESG USA High Dividend Yield Index. It focuses on companies that pay steady dividends and meet environmental, social, and governance (ESG) standards. The fund holds well-known names like Coca-Cola and Procter & Gamble, along with firms in finance, health care, technology, and more. Someone might invest in NUDV for regular dividend income plus broad diversification while supporting responsible businesses. A key risk is that stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?
NUDV has an annual expense ratio of 0.26%, which means you’ll pay about $2.60 per year for every $1,000 invested. This cost is slightly higher than many broad, passively managed index ETFs because NUDV follows a more specialized, ESG-focused high-dividend strategy.
What would affect this ETF?
Future returns for NUDV could benefit from steady or falling interest rates, a healthy U.S. economy, and continued demand for ESG investing, which would support its dividend-paying leaders in sectors like financials, health care, and consumer defensive. On the downside, rising interest rates, economic slowdowns that hurt banks and industrials, or changes in ESG regulations and public sentiment could pressure both dividend payouts and investor demand for this ETF.
NUDV Top 10 Holdings
NUDV leans on a mix of steady dividend heavyweights and a few more volatile names, all rooted in U.S. markets. Consumer staples like Coca-Cola and Procter & Gamble are quietly rising, giving the fund a stable income backbone. Health care leaders AbbVie, Merck, and Pfizer are also climbing, helping drive recent gains and underscoring a clear tilt toward defensive, cash-rich businesses. On the other hand, IBM and Accenture have shown more mixed, sometimes lagging performance, occasionally acting as a speed bump rather than a growth engine for the ETF.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 KO | Coca-Cola | 2.86% | $1.60M | $411.56B | 38.53% | 75Outperform |
 MRK | Merck & Company | 2.62% | $1.47M | $361.73B | 71.05% | 80Outperform |
 PG | Procter & Gamble | 2.62% | $1.46M | $383.36B | 13.19% | 69Neutral |
 ABBV | AbbVie | 2.45% | $1.37M | $514.92B | 32.99% | 66Neutral |
 IBM | International Business Machines | 2.25% | $1.26M | $231.55B | -21.58% | 79Outperform |
 ACN | Accenture | 2.23% | $1.25M | $153.97B | 7.94% | 79Outperform |
 GS | Goldman Sachs Group | 2.12% | $1.18M | $249.73B | 9.93% | 73Outperform |
 DE | Deere | 2.09% | $1.17M | $181.09B | 41.29% | 66Neutral |
 PFE | Pfizer | 2.00% | $1.12M | $167.52B | 18.27% | 74Outperform |
 MS | Morgan Stanley | 1.95% | $1.09M | $283.60B | 11.03% | 76Outperform |
NUDV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDV, the sentiment is Positive. The current price of 33.94 is above the 20-day moving average (MA) of 33.71, above the 50-day MA of 33.24, and above the 200-day MA of 32.33, indicating a bullish trend. The MACD of 0.37 indicates Negative momentum. The RSI at 54.11 is Neutral, neither overbought nor oversold. The STOCH value of 52.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUDV.
NUDV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NUDV | $33.94 | $36.00(6.07% Upside) | $56.35M | 0.26% | 72Outperform |
 PAYR | $56.10 | $60.66(8.12% Upside) | $94.19M | 0.40% | 66Neutral |
 XUDV | $32.53 | $35.60(9.46% Upside) | $78.96M | 0.09% | 68Neutral |
 HQDG | $24.78 | $30.94(24.85% Upside) | $73.90M | 0.50% | 73Outperform |
 WBIY | $37.11 | $43.60(17.47% Upside) | $63.22M | 1.00% | 70Outperform |
 FDIV | $27.74 | $32.04(15.47% Upside) | $57.85M | 0.35% | 70Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NUDV | Nuveen ESG Dividend ETF | 33.94 | 5.48 | 19.26% | |
| PAYR | Federated Hermes Enhanced Income ETF | 56.10 | 10.08 | 21.91% | |
| XUDV | Franklin U.S. Dividend Multiplier Index ETF | 32.53 | 7.36 | 29.26% | |
| HQDG | Raub Brock Dividend Growth ETF | 24.78 | -0.21 | -0.84% | |
| WBIY | WBI Power Factor High Dividend ETF | 37.11 | 7.52 | 25.42% | |
| FDIV | MarketDesk Focused U.S. Dividend ETF | 27.74 | 1.92 | 7.45% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.