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NUDV - ETF AI Analysis
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Nuveen ESG Dividend ETF (NUDV)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, like Caterpillar and IBM, have delivered strong year-to-date performance, supporting overall fund growth.
Sector Diversification
The ETF is spread across 11 sectors, reducing the impact of poor performance in any single industry.
Low Expense Ratio
The fund charges a competitive expense ratio, making it cost-efficient compared to many other ETFs.
Negative Factors
High U.S. Concentration
With nearly 99% of its holdings in U.S. companies, the ETF lacks meaningful global diversification.
Underperforming Holdings
Some top holdings, like Procter & Gamble and Texas Instruments, have shown weak year-to-date performance, which could drag on returns.
Small Asset Base
The ETF has relatively low assets under management, which may limit liquidity and investor interest.
NUDV vs. SPDR S&P 500 ETF (SPY)
AUM37.47M
RegionNorth America
Expense Ratio0.26%
Beta0.68
IssuerNuveen
Inception DateSep 27, 2021
Dividend Yield2.34%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA High Dividend Yield Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,920
30 Day Avg. Volume7,402
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering88
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NUDV Summary
The Nuveen ESG Dividend ETF (NUDV) is an investment fund that focuses on companies with high dividend payouts while meeting environmental, social, and governance (ESG) standards. It tracks the MSCI Nuveen ESG USA High Dividend Yield Index and includes well-known companies like Bank of America and Procter & Gamble. This ETF is ideal for investors looking for steady income and a way to support socially responsible businesses. However, new investors should know that its performance can fluctuate with the overall stock market, and its focus on dividends may limit exposure to high-growth companies.
How much will it cost me?The Nuveen ESG Dividend ETF (NUDV) has an expense ratio of 0.26%, meaning you’ll pay $2.60 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs, as it incorporates ESG criteria alongside its focus on high dividend yield stocks.
What would affect this ETF?The Nuveen ESG Dividend ETF (NUDV) could benefit from growing interest in socially responsible investing and the stability of high dividend-paying companies, particularly in sectors like Financials and Technology. However, it may face challenges from rising interest rates, which can pressure dividend-paying stocks, and potential regulatory changes affecting ESG criteria or specific sectors. Its U.S.-focused portfolio also makes it sensitive to domestic economic conditions.
NUDV Top 10 Holdings
The Nuveen ESG Dividend ETF (NUDV) leans heavily into financials, with names like Goldman Sachs and Citigroup driving recent gains thanks to strong earnings and strategic initiatives. Technology stocks like IBM and Analog Devices are also contributing positively, benefiting from innovation-focused strategies. However, consumer defensive giant Procter & Gamble has been lagging, holding back performance amid valuation concerns and market share challenges. The fund’s U.S.-centric portfolio balances income generation with ESG principles, but its concentration in financials and healthcare suggests a thematic tilt that could amplify sector-specific risks or rewards.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Procter & Gamble | 2.86% | $1.08M | $337.63B | -15.08% | 69 Neutral | |
| Goldman Sachs Group | 2.69% | $1.01M | $273.17B | 55.14% | 73 Outperform | |
| International Business Machines | 2.58% | $970.63K | $284.68B | 35.08% | 79 Outperform | |
| Citigroup | 2.56% | $961.17K | $217.50B | 70.37% | 68 Neutral | |
| Morgan Stanley | 2.39% | $897.17K | $288.70B | 41.88% | 76 Outperform | |
| AbbVie | 2.18% | $820.71K | $406.30B | 27.10% | 66 Neutral | |
| Merck & Company | 2.15% | $808.70K | $264.21B | 6.59% | 80 Outperform | |
| Analog Devices | 2.09% | $786.33K | $135.91B | 27.29% | 78 Outperform | |
| Verizon | 2.05% | $772.57K | $170.01B | -0.10% | 81 Outperform | |
| Union Pacific | 1.98% | $745.81K | $139.42B | 1.70% | 72 Outperform |
NUDV Technical Analysis
Positive
―
Price Trends
29.23
Positive
28.85
Positive
28.02
Positive
Market Momentum
0.23
Negative
65.34
Neutral
51.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NUDV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.75, equal to the 50-day MA of 29.23, and equal to the 200-day MA of 28.02, indicating a bullish trend. The MACD of 0.23 indicates Negative momentum. The RSI at 65.34 is Neutral, neither overbought nor oversold. The STOCH value of 51.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NUDV.
NUDV Peer Comparison
Comparison Results
Performance Comparison
NUDV
Nuveen ESG Dividend ETF
30.12
2.86
10.49%
FDIV
MarketDesk Focused U.S. Dividend ETF
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WBIY
WBI Power Factor High Dividend ETF
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XUDV
Franklin U.S. Dividend Multiplier Index ETF
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GEND
Genter Capital Dividend Income ETF
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DIVY
Sound Equity Income ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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