NUDV vs. NUAG
Compare and contrast key facts about Nuveen ESG Dividend ETF (NUDV) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG).
NUDV and NUAG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUDV is a passively managed fund by Nuveen that tracks the performance of the Nuveen ESG USA High Dividend Yield Index. It was launched on Sep 27, 2021. NUAG is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond. It was launched on Sep 14, 2016. Both NUDV and NUAG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NUDV vs. NUAG - Performance Comparison
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NUDV vs. NUAG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NUDV Nuveen ESG Dividend ETF | 3.94% | 10.77% | 14.02% | 10.13% | -7.83% | 8.92% |
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | -0.03% | 7.37% | 2.02% | 7.52% | -13.97% | -0.04% |
Returns By Period
In the year-to-date period, NUDV achieves a 3.94% return, which is significantly higher than NUAG's -0.03% return.
NUDV
- 1D
- 0.20%
- 1M
- -4.71%
- YTD
- 3.94%
- 6M
- 7.48%
- 1Y
- 13.48%
- 3Y*
- 13.06%
- 5Y*
- —
- 10Y*
- —
NUAG
- 1D
- 0.03%
- 1M
- -1.41%
- YTD
- -0.03%
- 6M
- 0.67%
- 1Y
- 4.34%
- 3Y*
- 4.46%
- 5Y*
- 0.54%
- 10Y*
- —
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NUDV vs. NUAG - Expense Ratio Comparison
NUDV has a 0.26% expense ratio, which is higher than NUAG's 0.19% 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%.
Return for Risk
NUDV vs. NUAG — Risk / Return Rank
NUDV
NUAG
NUDV vs. NUAG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG). 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.
| NUDV | NUAG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.02 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.45 | -0.11 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.19 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.90 | -0.78 |
Martin ratioReturn relative to average drawdown | 4.97 | 5.51 | -0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NUDV | NUAG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.02 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.09 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.30 | +0.27 |
Correlation
The correlation between NUDV and NUAG is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NUDV vs. NUAG - Dividend Comparison
NUDV's dividend yield for the trailing twelve months is around 2.40%, less than NUAG's 4.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUDV Nuveen ESG Dividend ETF | 2.40% | 2.36% | 6.18% | 2.48% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF | 4.54% | 4.43% | 4.44% | 3.95% | 3.60% | 2.27% | 2.93% | 3.54% | 3.79% | 3.38% | 0.48% |
Drawdowns
NUDV vs. NUAG - Drawdown Comparison
The maximum NUDV drawdown since its inception was -20.10%, roughly equal to the maximum NUAG drawdown of -19.79%. Use the drawdown chart below to compare losses from any high point for NUDV and NUAG.
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Drawdown Indicators
| NUDV | NUAG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -19.79% | -0.31% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -2.54% | -9.27% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.19% | — |
Current DrawdownCurrent decline from peak | -4.85% | -1.75% | -3.10% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -5.01% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.88% | +1.77% |
Volatility
NUDV vs. NUAG - Volatility Comparison
Nuveen ESG Dividend ETF (NUDV) has a higher volatility of 3.58% compared to Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) at 1.66%. This indicates that NUDV's price experiences larger fluctuations and is considered to be riskier than NUAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUDV | NUAG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 1.66% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 2.44% | +5.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 4.28% | +10.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 6.00% | +9.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 5.51% | +9.61% |