NULV - ETF AI Analysis

Top Page

Nuveen ESG Large-Cap Value ETF (NULV)

Rating:73Outperform

Price Target:―

NULV, the Nuveen ESG Large-Cap Value ETF, has a solid overall rating driven largely by strong, high-quality holdings like Alphabet and Verizon, which benefit from robust financial performance, positive earnings calls, and strategic investments in growth areas such as AI, cloud, and customer-focused network services. Additional support comes from stable, well-known names like Coca-Cola and Morgan Stanley, though some holdings such as Intel and Deere face valuation pressures, financial challenges, or weaker technical signals that modestly weigh on the fund. The main risk factor is that several key holdings show high leverage or valuation concerns, which could increase volatility if market conditions worsen.

Positive Factors

Strong Recent Performance

The ETF has shown steady gains over the past month and quarter, indicating positive recent momentum.

Leading Growth-Oriented Holdings

Several top positions, including major technology and semiconductor companies, have delivered strong performance and helped lift the fund.

Broad Sector Diversification

Holdings spread across financials, technology, health care, communication services, and other sectors help reduce the impact of weakness in any single industry.

Negative Factors

Heavy U.S. Concentration

With almost all assets in U.S. stocks, the fund offers limited geographic diversification and is highly tied to the U.S. market.

Mixed Performance Among Top Holdings

A few large positions, particularly in financial and health care names, have shown weaker performance, which can drag on overall returns.

Moderate Expense Ratio

The fund’s fees are not especially low for a large-cap ETF, which slightly reduces the net return investors keep over time.

NULV vs. SPDR S&P 500 ETF (SPY)

AUM1.92B

RegionNorth America

Expense Ratio0.26%

Beta0.70

IssuerNuveen

Inception DateDec 13, 2016

Dividend Yield1.56%

Asset ClassEquity

Index TrackedMSCI Nuveen ESG USA Large Cap Value

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume87,837

30 Day Avg. Volume113,727

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

54.36

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering110

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

NULV Summary

NULV is the Nuveen ESG Large-Cap Value ETF, which follows the MSCI Nuveen ESG USA Large Cap Value index. It invests mainly in large U.S. companies that look reasonably priced and also meet environmental, social, and governance (ESG) standards. The fund holds well-known names like Alphabet (Google’s parent company) and Procter & Gamble, and spreads money across many sectors such as financials, technology, and health care. Someone might invest for long-term growth and diversification while staying aligned with ESG values. A key risk is that its stock prices can go up and down with the overall market.

How much will it cost me?The Nuveen ESG Large-Cap Value ETF (NULV) has an expense ratio of 0.26%, meaning you’ll pay $2.60 per year for every $1,000 invested. This cost is slightly higher than average for passively managed ETFs because it incorporates ESG criteria into its investment strategy, which requires additional research and analysis.

What would affect this ETF?The Nuveen ESG Large-Cap Value ETF (NULV) could benefit from growing interest in ESG investing and the strong performance of large-cap value stocks, particularly in sectors like Technology and Financials, which make up a significant portion of its holdings. However, potential risks include economic downturns that could negatively impact value stocks, regulatory changes affecting ESG criteria, or sector-specific challenges in industries like Health Care and Industrials. Its U.S. focus also makes it sensitive to domestic economic conditions and interest rate changes.

NULV Top 10 Holdings

NULV leans heavily into U.S. large-cap value with an ESG twist, and its story right now is one of mixed but mostly resilient leadership. Alphabet is the heavyweight, but its recent slide has taken a bit of wind out of the fund’s sails. On the brighter side, Verizon has been quietly pulling its weight, with a steady uptrend that helps offset weakness elsewhere. Intel, Analog Devices, and Deere have been more of a roller coaster—strong over the past few months but lately losing steam—while defensive staples like Coca-Cola and Procter & Gamble are treading water rather than driving gains. With big exposure to financials, tech, and communication services, the fund is diversified across sectors but still very much tied to how a handful of U.S. blue chips behave.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	7.27%	$143.18M	$3.84T	108.41%	85 Outperform
INTC	Intel	2.56%	$50.36M	$309.90B	210.46%	64 Neutral
KO	Coca-Cola	2.26%	$44.44M	$336.23B	10.49%	75 Outperform
PG	Procter & Gamble	2.15%	$42.32M	$340.84B	-10.33%	69 Neutral
C	Citigroup	2.10%	$41.25M	$218.52B	102.82%	68 Neutral
MS	Morgan Stanley	1.91%	$37.58M	$282.89B	67.16%	76 Outperform
VZ	Verizon	1.87%	$36.72M	$201.52B	11.32%	81 Outperform
ADI	Analog Devices	1.86%	$36.61M	$171.54B	96.99%	78 Outperform
DE	Deere	1.80%	$35.47M	$166.93B	39.13%	66 Neutral
ABBV	AbbVie	1.77%	$34.88M	$375.69B	21.93%	66 Neutral

NULV Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

46.73

Positive

100DMA

46.00

Positive

200DMA

44.18

Positive

Market Momentum

MACD

0.02

Negative

RSI

63.51

Neutral

STOCH

97.90

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NULV, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.74, equal to the 50-day MA of 46.73, and equal to the 200-day MA of 44.18, indicating a bullish trend. The MACD of 0.02 indicates Negative momentum. The RSI at 63.51 is Neutral, neither overbought nor oversold. The STOCH value of 97.90 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NULV.

NULV Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
NULV	―	―	$1.92B	0.26%	73 Outperform
PVAL	―	―	$9.29B	0.55%	72 Outperform
VOOV	―	―	$6.16B	0.07%	72 Outperform
JAVA	―	―	$6.16B	0.44%	71 Outperform
DFLV	―	―	$5.49B	0.21%	73 Outperform
IWX	―	―	$3.61B	0.20%	73 Outperform

Performance Comparison

NULV

Nuveen ESG Large-Cap Value ETF

46.91

9.65

25.90%

PVAL

Putnam Focused Large Cap Value ETF

―

VOOV

Vanguard S&P 500 Value ETF

―

JAVA

JPMorgan Active Value ETF

―

DFLV

Dimensional US Large Cap Value ETF

―

IWX

iShares Russell Top 200 Value ETF

―

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.

DisclaimerThis 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: ―

Table of Contents