NULC - ETF AI Analysis
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Nuveen ESG Large-Cap ETF (NULC)
NULC, the Nuveen ESG Large-Cap ETF, earns a solid overall rating thanks to heavy exposure to leaders like Microsoft and Nvidia, which benefit from strong financial performance and long-term growth in AI and cloud technologies. Other major tech names such as Cisco and Broadcom further support the fund’s quality, though several holdings share risks around high valuations and occasional bearish or mixed technical signals. The main risk factor is the fund’s concentration in large technology and growth-oriented companies, which can make it more sensitive to market swings and sentiment toward high-growth stocks.
NULC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 81.33M
- Region
- North America
- Expense Ratio
- 0.21%
- Beta
- 1.00
- Issuer
- Nuveen
- Inception Date
- Jun 03, 2019
- Dividend Yield
- 8.86%
- Asset Class
- Equity
- Index Tracked
- MSCI Nuveen ESG USA Large Cap
NULC Summary
NULC is the Nuveen ESG Large-Cap ETF, which follows the MSCI Nuveen ESG USA Large Cap index. It invests in big, well-known U.S. companies that score well on environmental, social, and governance (ESG) standards. Top holdings include familiar names like Microsoft and Nvidia, along with consumer brands such as Coca-Cola and Procter & Gamble. Investors might consider NULC for broad diversification across many sectors while supporting companies that aim to act responsibly. A key risk is that it is heavily tilted toward large U.S. tech stocks, so its value can rise or fall sharply with that part of the market.
How much will it cost me?
NULC has an annual expense ratio of 0.21%, which means you’ll pay about $2.10 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad U.S. index ETFs, mainly because NULC is an ESG-focused, rules-based fund that screens companies based on environmental, social, and governance criteria.
What would affect this ETF?
This ETF is heavily invested in large U.S. technology and financial companies, so it could benefit if innovation, digital spending, and the overall U.S. economy stay strong, and if more investors and regulators favor ESG-focused businesses. On the other hand, it could be hurt by rising interest rates that pressure large growth stocks, tighter rules or backlash around ESG investing, or a downturn in major tech names like Nvidia, Microsoft, and Meta that make up a big share of the fund.
NULC Top 10 Holdings
NULC is leaning heavily on U.S. Big Tech and chip makers, with Nvidia and AMD acting as the main engines—though Nvidia has been mixed lately while AMD is still running hot. Microsoft provides a steadier, rising backbone, and Meta’s recent wobble has taken a bit of shine off the tech-heavy tilt. Broadcom and Analog Devices add more semiconductor flavor, with performance that’s generally constructive but not explosive. Outside tech, steady gains from Visa, Mastercard, and Coca-Cola help smooth the ride, but this is clearly a U.S.-centric, growth-driven story anchored in technology.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.38% | $6.67M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 5.58% | $4.44M | $3.88T | -0.73% | 79Outperform |
 META | Meta Platforms | 3.49% | $2.78M | $1.57T | -7.72% | 76Outperform |
 AVGO | Broadcom | 3.19% | $2.54M | $1.56T | -13.38% | 76Outperform |
 AMD | Advanced Micro Devices | 2.63% | $2.09M | $824.07B | 98.09% | 73Outperform |
 V | Visa | 2.17% | $1.73M | $782.42B | 19.87% | 70Outperform |
 MA | Mastercard | 2.02% | $1.61M | $559.19B | 15.23% | 75Outperform |
 KO | Coca-Cola | 1.88% | $1.50M | $404.72B | 36.39% | 75Outperform |
 CSCO | Cisco Systems | 1.69% | $1.35M | $411.45B | 43.34% | 77Outperform |
 ADI | Analog Devices | 1.73% | $1.37M | $202.12B | 79.09% | 78Outperform |
NULC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULC, the sentiment is Negative. The current price of 54.91 is below the 20-day moving average (MA) of 55.90, below the 50-day MA of 55.69, and above the 200-day MA of 52.40, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 42.63 is Neutral, neither overbought nor oversold. The STOCH value of 62.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NULC.
NULC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NULC | $54.91 | $62.00(12.91% Upside) | $81.33M | 0.21% | 74Outperform |
 PRMR | $28.30 | $34.26(21.03% Upside) | $93.63M | 1.00% | 73Outperform |
 SPXE | $80.85 | $100.63(24.47% Upside) | $86.64M | 0.09% | 74Outperform |
 FCUS | $36.61 | $47.35(29.34% Upside) | $86.02M | 0.80% | 67Neutral |
 QARP | $68.79 | $80.14(16.49% Upside) | $79.50M | 0.19% | 73Outperform |
 REGS | $11.08 | $14.73(32.96% Upside) | $76.65M | 0.35% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NULC | Nuveen ESG Large-Cap ETF | 54.91 | 7.00 | 14.61% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| SPXE | ProShares S&P 500 Ex-Energy ETF | 80.85 | 7.60 | 10.37% | |
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| QARP | Xtrackers Russell 1000 US Quality at a Reasonable Price ETF | 68.79 | 11.60 | 20.27% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% |
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.