NUBD vs. BIV
Compare and contrast key facts about Nuveen ESG U.S. Aggregate Bond ETF (NUBD) and Vanguard Intermediate-Term Bond ETF (BIV).
NUBD and BIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUBD is a passively managed fund by Nuveen that tracks the performance of the Bloomberg Barclays MSCI US Aggregate ESG Select Index. It was launched on Sep 29, 2017. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007. Both NUBD and BIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUBD or BIV.
Correlation
The correlation between NUBD and BIV is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NUBD vs. BIV - Performance Comparison
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Key characteristics
NUBD:
4.52%
BIV:
5.47%
NUBD:
-0.47%
BIV:
-18.95%
NUBD:
-0.47%
BIV:
-6.11%
Returns By Period
NUBD
N/A
N/A
N/A
N/A
N/A
N/A
BIV
2.95%
1.51%
2.05%
6.58%
-0.42%
1.87%
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NUBD vs. BIV - Expense Ratio Comparison
NUBD has a 0.15% expense ratio, which is higher than BIV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NUBD vs. BIV — Risk-Adjusted Performance Rank
NUBD
BIV
NUBD vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG U.S. Aggregate Bond ETF (NUBD) and Vanguard Intermediate-Term Bond ETF (BIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
NUBD vs. BIV - Dividend Comparison
NUBD's dividend yield for the trailing twelve months is around 3.68%, less than BIV's 3.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUBD Nuveen ESG U.S. Aggregate Bond ETF | 3.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIV Vanguard Intermediate-Term Bond ETF | 3.86% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
NUBD vs. BIV - Drawdown Comparison
The maximum NUBD drawdown since its inception was -0.47%, smaller than the maximum BIV drawdown of -18.95%. Use the drawdown chart below to compare losses from any high point for NUBD and BIV. For additional features, visit the drawdowns tool.
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Volatility
NUBD vs. BIV - Volatility Comparison
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