NUSA vs. NPFI

Last updated Apr 2, 2026

Compare and contrast key facts about Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) and Nuveen Preferred And Income ETF (NPFI).

NUSA and NPFI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUSA is a passively managed fund by Nuveen that tracks the performance of the ICE BofA Enhanced Yield US Broad Bond (1-5 Y). It was launched on Mar 31, 2017. NPFI is an actively managed fund by Nuveen. It was launched on Mar 5, 2024.

Performance

NUSA vs. NPFI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) and Nuveen Preferred And Income ETF (NPFI). The values are adjusted to include any dividend payments, if applicable.

NUSA vs. NPFI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF	0.18%	5.89%	3.68%
NPFI Nuveen Preferred And Income ETF	-0.50%	9.21%	6.56%

Returns By Period

In the year-to-date period, NUSA achieves a 0.18% return, which is significantly higher than NPFI's -0.50% return.

NUSA

• 1D: -0.07%
• 1M: -0.59%
• YTD: 0.18%
• 6M: 1.07%
• 1Y: 3.87%
• 3Y*: 4.29%
• 5Y*: 1.59%
• 10Y*: —

NPFI

• 1D: 0.22%
• 1M: -1.30%
• YTD: -0.50%
• 6M: 0.77%
• 1Y: 7.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

NUSA vs. NPFI - Expense Ratio Comparison

NUSA has a 0.15% expense ratio, which is lower than NPFI's 0.55% expense ratio.

NPFI

Nuveen Preferred And Income ETF

NUSA

Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF

Return for Risk

NUSA vs. NPFI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NUSA

NUSA Risk / Return Rank: 90
NUSA Sharpe Ratio Rank: 89
NUSA Sortino Ratio Rank: 94
NUSA Omega Ratio Rank: 89
NUSA Calmar Ratio Rank: 88
NUSA Martin Ratio Rank: 88

NPFI

NPFI Risk / Return Rank: 87
NPFI Sharpe Ratio Rank: 92
NPFI Sortino Ratio Rank: 94
NPFI Omega Ratio Rank: 96
NPFI Calmar Ratio Rank: 77
NPFI Martin Ratio Rank: 77

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.

NUSA vs. NPFI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) and Nuveen Preferred And Income ETF (NPFI). 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.

	NUSA	NPFI	Difference
Sharpe ratio Return per unit of total volatility	1.99	2.17	-0.18
Sortino ratio Return per unit of downside risk	3.06	2.97	+0.09
Omega ratio Gain probability vs. loss probability	1.39	1.50	-0.11
Calmar ratio Return relative to maximum drawdown	3.01	2.20	+0.80
Martin ratio Return relative to average drawdown	11.54	8.87	+2.66
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NUSA vs. NPFI - Sharpe Ratio Comparison

The current NUSA Sharpe Ratio is 1.99, which is comparable to the NPFI Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of NUSA and NPFI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	NUSA	NPFI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.99	2.17	-0.18
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.82	2.58	-1.76

Correlation

The correlation between NUSA and NPFI is 0.26, 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

NUSA vs. NPFI - Dividend Comparison

NUSA's dividend yield for the trailing twelve months is around 3.82%, less than NPFI's 6.50% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
NUSA Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF	3.82%	3.83%	3.93%	3.54%	2.44%	2.16%	2.51%	2.85%	3.22%	2.20%
NPFI Nuveen Preferred And Income ETF	6.50%	6.33%	5.10%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

NUSA vs. NPFI - Drawdown Comparison

The maximum NUSA drawdown since its inception was -9.44%, which is greater than NPFI's maximum drawdown of -3.18%. Use the drawdown chart below to compare losses from any high point for NUSA and NPFI.

Drawdown Indicators

	NUSA	NPFI	Difference
Max Drawdown Largest peak-to-trough decline	-9.44%	-3.18%	-6.26%
Max Drawdown (1Y) Largest decline over 1 year	-1.28%	-3.18%	+1.90%
Max Drawdown (5Y) Largest decline over 5 years	-9.44%	—	—
Current Drawdown Current decline from peak	-0.76%	-2.04%	+1.28%
Average Drawdown Average peak-to-trough decline	-1.67%	-0.33%	-1.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.33%	0.79%	-0.46%

Volatility

NUSA vs. NPFI - Volatility Comparison

The current volatility for Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NUSA) is 0.80%, while Nuveen Preferred And Income ETF (NPFI) has a volatility of 1.67%. This indicates that NUSA experiences smaller price fluctuations and is considered to be less risky than NPFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NUSA	NPFI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.80%	1.67%	-0.87%
Volatility (6M) Calculated over the trailing 6-month period	1.19%	2.16%	-0.97%
Volatility (1Y) Calculated over the trailing 1-year period	1.95%	3.26%	-1.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.78%	2.86%	-0.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.74%	2.86%	-0.12%