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Issuer
Nuveen
Inception Date
Sep 27, 2021
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
Nuveen ESG USA High Dividend Yield Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value
Assets Under Management
$46M

Share Price Chart


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Performance

NUDV Performance Chart

Nuveen ESG Dividend ETF (NUDV) is up 10.0% since the beginning of the year. NUDV is currently trading at $33 per share.


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S&P 500 Index

Returns By Period

Nuveen ESG Dividend ETF (NUDV) has returned 10.01% so far this year and 19.98% over the past 12 months.


Nuveen ESG Dividend ETF

1D
0.59%
1M
0.16%
YTD
10.01%
6M
9.44%
1Y
19.98%
3Y*
15.59%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUDV Monthly Returns History

Based on dividend-adjusted daily data since Sep 28, 2021, NUDV's average daily return is +0.04%, while the average monthly return is +0.84%. At this rate, an investment would double in approximately 6.9 years.

Historically, 57% of months were positive and 43% were negative. The best month was Oct 2022 with a return of +10.9%, while the worst month was Sep 2022 at -9.7%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, NUDV closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +6.6%, while the worst single day was Apr 4, 2025 at -5.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.54%4.49%-5.04%5.15%0.28%0.57%10.01%
20253.99%1.29%-3.44%-3.33%3.50%2.12%-0.69%3.23%0.73%-0.50%3.33%0.39%10.77%
2024-1.05%2.98%5.33%-4.52%3.15%0.12%6.64%2.36%2.05%-1.30%5.64%-7.24%14.02%
20234.56%-4.00%-0.35%-0.20%-4.97%7.59%3.82%-2.22%-4.73%-3.38%8.80%6.13%10.13%
2022-3.53%-3.41%4.33%-4.47%2.13%-8.75%6.02%-2.66%-9.66%10.86%7.85%-4.46%-7.83%
2021-1.68%5.19%-2.37%7.30%8.35%

Benchmark Metrics

Nuveen ESG Dividend ETF has an annualized alpha of 0.95%, beta of 0.73, and R2 of 0.72 versus S&P 500 Index. Calculated based on daily prices since September 28, 2021.

  • This ETF participated in 90.46% of S&P 500 Index downside but only 82.71% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.95%
Beta
0.73
0.72
Upside Capture
82.71%
Downside Capture
90.46%

Expense Ratio

NUDV has an expense ratio of 0.26%, which is considered low.


Return for Risk

Risk / Return Rank

NUDV ranks 60 for risk / return — better than 60% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


NUDV Risk / Return Rank: 6060
Overall Rank
NUDV Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
NUDV Sortino Ratio Rank: 6262
Sortino Ratio Rank
NUDV Omega Ratio Rank: 5555
Omega Ratio Rank
NUDV Calmar Ratio Rank: 6363
Calmar Ratio Rank
NUDV Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NUDVBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.11

Sortino ratioReturn per unit of downside risk

+0.06

Omega ratioGain probability vs. loss probability

1.33

1.37

-0.03

Calmar ratioReturn relative to maximum drawdown

3.04

2.78

+0.26

Martin ratioReturn relative to average drawdown

10.81

12.44

-1.63

Dividends

Dividend History

Nuveen ESG Dividend ETF provided a 2.27% dividend yield over the last twelve months, with an annual payout of $0.74 per share.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.5020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
Dividend$0.74$0.70$1.70$0.64$0.71$0.16

Dividend yield

2.27%2.36%6.18%2.48%2.96%0.60%

Monthly Dividends

The table displays the monthly dividend distributions for Nuveen ESG Dividend ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.18$0.00$0.00$0.00$0.18
2025$0.00$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$0.23$0.70
2024$0.00$0.00$0.24$0.00$0.00$0.18$0.00$0.00$0.16$0.00$0.00$1.12$1.70
2023$0.00$0.00$0.13$0.00$0.00$0.17$0.00$0.00$0.15$0.00$0.00$0.18$0.64
2022$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.00$0.29$0.71
2021$0.16$0.16

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Nuveen ESG Dividend ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Nuveen ESG Dividend ETF was 20.10%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.

The current Nuveen ESG Dividend ETF drawdown is 1.32%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-20.10%Sep 2022
8mo 28d1y 2mo
1y 11moJan 2022 - Dec 2023
2025 selloff2025
-16.48%Apr 2025
4mo 7d6mo 16d
10mo 23dDec 2024 - Oct 2025
2026 pullback2026
-6.60%Mar 2026
18d2mo 3d
2mo 21dMar 2026 - May 2026
2024 pullback2024
-5.99%Apr 2024
16d28d
1mo 14dApr 2024 - May 2024
2024 pullback2024
-5.37%Aug 2024
4d18d
22dAug 2024 - Aug 2024

Drawdown Indicators


NUDVBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-20.10%

-56.78%

+36.68%

Max Drawdown (1Y)

Largest decline over 1 year

-6.60%

-9.10%

+2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-16.48%

-18.90%

+2.42%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-1.32%

-1.80%

+0.48%

Average Drawdown

Average peak-to-trough decline

-4.87%

-10.71%

+5.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.85%

2.03%

-0.18%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with NUDV

Add Nuveen ESG Dividend ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with NUDV