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NULG - ETF AI Analysis
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Nuveen ESG Large-Cap Growth ETF (NULG)
Rating:73Outperform
Price Target:―
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support liquidity and trading efficiency for investors.
Exposure to Leading Growth Companies
Top holdings include several well-known growth names, some of which have shown strong recent performance and can help drive returns.
Focused Growth and ESG Strategy
The ETF targets large-cap growth stocks with an ESG overlay, appealing to investors seeking both growth potential and responsible investing criteria.
Negative Factors
Heavy Technology Concentration
More than half of the portfolio is in the technology sector, which increases sensitivity to swings in tech stocks.
High Weight in a Few Stocks
A small number of holdings, especially the largest position, make up a significant share of the fund, raising single-stock risk.
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year-to-date, which may concern investors looking for near-term strength.
NULG vs. SPDR S&P 500 ETF (SPY)
AUM2.24B
RegionNorth America
Expense Ratio0.26%
Beta1.21
IssuerNuveen
Inception DateDec 13, 2016
Dividend Yield0.11%
Asset ClassEquity
Index TrackedMSCI Nuveen ESG USA Large Cap Growth
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume79,969
30 Day Avg. Volume127,001
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
123.72Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering67
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NULG Summary
NULG is the Nuveen ESG Large-Cap Growth ETF, which follows the MSCI Nuveen ESG USA Large Cap Growth Index. It invests in large, fast-growing U.S. companies that also meet certain environmental, social, and governance (ESG) standards. Big names in the fund include Nvidia and Costco. Someone might invest in NULG to seek long-term growth while supporting companies that aim to act responsibly and sustainably, all in a single, diversified ETF. A key risk is that it is heavily tilted toward technology and growth stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The Nuveen ESG Large-Cap Growth ETF (NULG) has an expense ratio of 0.26%, which means you’ll pay $2.60 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because it focuses on ESG criteria and large-cap growth stocks, which require additional research and screening.
What would affect this ETF?NULG's heavy exposure to the technology sector and top holdings like Nvidia and Broadcom could benefit from continued innovation and demand for advanced technologies, especially in areas like AI and cloud computing. However, rising interest rates or economic slowdowns may negatively impact growth-focused companies, and regulatory changes targeting tech giants could pose risks. The ETF's ESG focus aligns with the growing trend toward sustainable investing, which could attract more investors over time.
NULG Top 10 Holdings
NULG is leaning hard into U.S. tech, with Nvidia in the driver’s seat: its recent moves have been choppy, but its AI story still sets the tone for the fund. Broadcom has been more of a weak link lately, with its semiconductor momentum looking a bit tired. On the brighter side, Lam Research, AMD, and Synopsys are all rising, giving the ETF a strong tailwind from the chip and design side of tech. Outside tech, Eli Lilly and Costco add steady, growth-focused ballast, but they don’t dominate the narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.84% | $380.49M | $4.49T | 35.01% | 76 Outperform | |
| Broadcom | 6.32% | $142.78M | $1.58T | 45.81% | 76 Outperform | |
| Eli Lilly & Co | 3.28% | $74.22M | $977.37B | 17.70% | 72 Outperform | |
| Visa | 3.08% | $69.55M | $608.97B | -9.83% | 70 Outperform | |
| Lam Research | 2.96% | $66.85M | $294.19B | 173.89% | 77 Outperform | |
| Mastercard | 2.75% | $62.19M | $465.46B | -7.13% | 75 Outperform | |
| GE Vernova Inc. | 2.59% | $58.62M | $220.79B | 117.90% | 69 Neutral | |
| Costco | 2.39% | $53.95M | $449.22B | -6.25% | 72 Outperform | |
| Caterpillar | 2.12% | $47.88M | $355.83B | 113.02% | 76 Outperform | |
| Advanced Micro Devices | 2.11% | $47.59M | $331.10B | 74.49% | 73 Outperform |
NULG Technical Analysis
Neutral
―
Price Trends
97.87
Negative
98.38
Negative
95.99
Positive
Market Momentum
-0.58
Positive
47.97
Neutral
65.21
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULG, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 97.10, equal to the 50-day MA of 97.87, and equal to the 200-day MA of 95.99, indicating a neutral trend. The MACD of -0.58 indicates Positive momentum. The RSI at 47.97 is Neutral, neither overbought nor oversold. The STOCH value of 65.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for NULG.
NULG Peer Comparison
Comparison Results
Performance Comparison
NULG
Nuveen ESG Large-Cap Growth ETF
96.42
8.28
9.39%
JGRO
JPMorgan Active Growth ETF
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FELG
Fidelity Enhanced Large Cap Growth ETF
―
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COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
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―
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QGRW
WisdomTree U.S. Quality Growth Fund
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―
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RPG
Invesco S&P 500 Pure Growth 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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