NUDV - ETF AI Analysis
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Nuveen ESG Dividend ETF (NUDV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The ETF has shown strong gains so far this year and has continued to rise over the last three months and one month.
Leading Dividend Stocks Performing Well
Most of the top holdings, including major financial, consumer, health care, and technology companies, have delivered strong year-to-date performance, supporting the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as financials, health care, technology, industrials, and consumer stocks, which helps reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Market Focus
Almost all of the ETF’s holdings are in U.S. companies, which means it offers very little geographic diversification outside the United States.
Financial Sector Concentration
Financial stocks make up a large share of the portfolio, so the fund is more exposed to risks specific to banks and other financial firms.
Underperforming IBM Holding
One of the top positions, IBM, has shown weak performance so far this year, which slightly drags on the fund’s overall results.
NUDV vs. SPDR S&P 500 ETF (SPY)
AUM54.47M
RegionNorth America
Expense Ratio0.26%
Beta0.64
IssuerNuveen
Inception DateSep 27, 2021
Dividend Yield2.3%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA High Dividend Yield Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume8,233
30 Day Avg. Volume8,473
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
38.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering83
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUDV Summary
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 strong dividends and also meet environmental, social, and governance (ESG) standards. The fund holds well-known names like Coca-Cola and Goldman Sachs, along with firms from many sectors such as finance, health care, and technology. Someone might invest in NUDV for steady income and broad diversification while supporting more responsible businesses. A key risk is that stock prices and dividend payments can go up and down with the overall market.
How much will it cost me?The Nuveen ESG Dividend ETF (NUDV) has an expense ratio of 0.26%, meaning you’ll pay $2.60 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs, as it incorporates ESG criteria alongside its focus on high dividend yield stocks.
What would affect this ETF?The Nuveen ESG Dividend ETF (NUDV) could benefit from growing interest in socially responsible investing and the stability of high dividend-paying companies, particularly in sectors like Financials and Technology. However, it may face challenges from rising interest rates, which can pressure dividend-paying stocks, and potential regulatory changes affecting ESG criteria or specific sectors. Its U.S.-focused portfolio also makes it sensitive to domestic economic conditions.
NUDV Top 10 Holdings
NUDV leans heavily on steady, dividend-rich U.S. blue chips, with health care and financials quietly steering the ship. Merck and AbbVie have been rising, giving the fund a healthy boost, while Union Pacific’s strong run adds industrial muscle. On the income side, Goldman Sachs and Morgan Stanley are more mixed, helping but not quite leading the charge. Coca-Cola and Verizon are humming along, but IBM and Procter & Gamble look a bit tired, occasionally dragging on returns. Overall, it’s a U.S.-centric, ESG-tilted dividend play with no single stock dominating.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Coca-Cola | 2.72% | $1.48M | $379.70B | 31.58% | 75 Outperform | |
| Merck & Company | 2.70% | $1.47M | $362.35B | 85.94% | 80 Outperform | |
| Procter & Gamble | 2.38% | $1.30M | $340.02B | -4.57% | 69 Neutral | |
| Goldman Sachs Group | 2.38% | $1.29M | $274.28B | 19.10% | 73 Outperform | |
| Cisco Systems | 2.33% | $1.27M | $431.75B | 64.52% | 77 Outperform | |
| AbbVie | 2.29% | $1.24M | $466.45B | 18.82% | 66 Neutral | |
| Morgan Stanley | 2.24% | $1.22M | $318.17B | 28.26% | 76 Outperform | |
| Deere | 2.19% | $1.19M | $184.42B | 45.99% | 66 Neutral | |
| International Business Machines | 2.17% | $1.18M | $216.27B | -14.53% | 79 Outperform | |
| Verizon | 2.08% | $1.13M | $199.80B | 10.47% | 81 Outperform |
NUDV Technical Analysis
Negative
―
Price Trends
33.72
Negative
33.07
Negative
31.93
Positive
Market Momentum
-0.23
Positive
35.08
Neutral
12.52
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 33.71, equal to the 50-day MA of 33.72, and equal to the 200-day MA of 31.93, indicating a neutral trend. The MACD of -0.23 indicates Positive momentum. The RSI at 35.08 is Neutral, neither overbought nor oversold. The STOCH value of 12.52 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NUDV.
NUDV Peer Comparison
Comparison Results
Performance Comparison
NUDV
Nuveen ESG Dividend ETF
32.95
4.59
16.18%
XUDV
Franklin U.S. Dividend Multiplier Index ETF
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PAYR
Federated Hermes Enhanced Income ETF
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HQDG
Raub Brock Dividend Growth ETF
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WBIY
WBI Power Factor High Dividend ETF
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FDIV
MarketDesk Focused U.S. Dividend ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis 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.Date of analysis: ―
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