Nuveen ESG Large-Cap Growth ETF
NULG - ETF AI Analysis
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Nuveen ESG Large-Cap Growth ETF (NULG)
NULG, the Nuveen ESG Large-Cap Growth ETF, earns a solid overall rating thanks to its heavy exposure to leaders in AI and advanced technology like Nvidia and Lam Research, which show strong financial performance and long-term growth potential. Holdings such as Eli Lilly and Caterpillar also support the fund with solid fundamentals, though their higher debt or valuation levels, along with similar valuation and momentum concerns across several tech names, highlight the main risk: the fund’s concentration in richly valued, growth-focused sectors that could be more volatile if expectations are not met.
NULG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 2.89B
- Region
- North America
- Expense Ratio
- 0.26%
- Beta
- 1.21
- Issuer
- Nuveen
- Inception Date
- Dec 13, 2016
- Dividend Yield
- 0.10%
- Asset Class
- Equity
- Index Tracked
- MSCI Nuveen ESG USA Large Cap Growth
NULG Summary
NULG is the Nuveen ESG Large-Cap Growth ETF, which follows the MSCI Nuveen ESG USA Large Cap Growth index. It invests in big, fast-growing U.S. companies that also score well on environmental, social, and governance (ESG) standards. The fund is heavily tilted toward technology and other innovative businesses, with well-known holdings like Nvidia and Visa. Someone might invest in NULG to seek long-term growth while supporting companies that aim to act responsibly. A key risk is that it is strongly exposed to growth and tech stocks, so its price can rise and fall sharply with market swings.
How much will it cost me?
NULG has an expense ratio of 0.26%, which means you’ll pay about $2.60 per year for every $1,000 invested. This cost is a bit higher than many plain-vanilla index ETFs because it’s a passively managed fund with an added ESG focus, which requires extra screening of companies.
What would affect this ETF?
NULG could benefit if U.S. economic growth stays solid and demand for technology, healthcare innovation, and digital services remains strong, especially for major holdings like Nvidia, Broadcom, and Eli Lilly, and if ESG-friendly companies continue to attract more investor interest and regulatory support. On the downside, rising interest rates, a slowdown in U.S. growth, tighter rules affecting large tech firms, or setbacks in ESG policies could hurt returns, particularly given the fund’s heavy concentration in a few big technology names.
NULG Top 10 Holdings
NULG is leaning heavily on U.S. tech and AI, with Nvidia and AMD acting as the main engines of growth despite some recent choppiness, while Broadcom adds steady, if somewhat mixed, support. The fund’s semiconductor tilt is reinforced by weaker near-term showings from Applied Materials and Lam Research, which have been more of a speed bump lately. Outside chips, Eli Lilly and Visa are rising nicely, giving the portfolio a healthier balance across healthcare and financials. Overall, this is a U.S.-centric, growth-first story with a clear bet on the AI and digital economy.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 13.70% | $395.47M | $4.19T | -14.25% | 76Outperform |
 AVGO | Broadcom | 5.95% | $171.68M | $1.65T | 2.57% | 76Outperform |
 LLY | Eli Lilly & Co | 5.25% | $151.47M | $1.35T | 40.23% | 72Outperform |
 V | Visa | 3.86% | $111.40M | $789.13B | 24.03% | 70Outperform |
 AMD | Advanced Micro Devices | 4.28% | $123.63M | $906.80B | 126.08% | 73Outperform |
 PANW | Palo Alto Networks | 2.13% | $61.62M | $273.85B | 53.62% | 73Outperform |
 WELL | Welltower | 1.98% | $57.09M | $181.46B | 27.81% | 77Outperform |
 NFLX | Netflix | 1.95% | $56.35M | $265.02B | -45.84% | 73Outperform |
 AMAT | Applied Materials | 2.07% | $59.70M | $313.53B | 65.11% | 77Outperform |
 LRCX | Lam Research | 1.99% | $57.39M | $294.65B | 44.83% | 77Outperform |
NULG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULG, the sentiment is Negative. The current price of 105.80 is below the 20-day moving average (MA) of 108.05, below the 50-day MA of 111.13, and below the 200-day MA of 107.14, indicating a bearish trend. The MACD of -2.07 indicates Positive momentum. The RSI at 42.91 is Neutral, neither overbought nor oversold. The STOCH value of 55.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NULG.
NULG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NULG | $105.80 | $125.00(18.15% Upside) | $2.89B | 0.26% | 73Outperform |
 JGRO | $89.79 | $116.41(29.64% Upside) | $9.39B | 0.44% | 73Outperform |
 FELG | $41.51 | $53.91(29.87% Upside) | $5.28B | 0.18% | 75Outperform |
 CNEQ | $36.62 | $50.75(38.58% Upside) | $5.38B | 0.56% | 68Neutral |
 QGRW | $64.53 | $83.68(29.67% Upside) | $3.36B | 0.28% | 75Outperform |
 PWB | $147.31 | $198.80(34.95% Upside) | $2.56B | 0.55% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NULG | Nuveen ESG Large-Cap Growth ETF | 105.80 | 9.56 | 9.94% | |
| JGRO | JPMorgan Active Growth ETF | 89.79 | -1.81 | -1.98% | |
| FELG | Fidelity Enhanced Large Cap Growth ETF | 41.51 | 0.67 | 1.65% | |
| CNEQ | Alger Concentrated Equity ETF | 36.62 | 3.20 | 9.58% | |
| QGRW | WisdomTree U.S. Quality Growth Fund | 64.53 | 7.07 | 12.30% | |
| PWB | Invesco Dynamic Large Cap Growth ETF | 147.31 | 23.29 | 18.78% |
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.