NULV vs. USMV ETF Comparison
Comparison of NuShares ESG Large-Cap Value ETF (NULV) to iShares MSCI USA Minimum Volatility ETF (USMV)
NULV
NuShares ESG Large-Cap Value ETF
NULV Description
The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Value Index.
Grade (RS Rating)
Last Trade
$42.28
Average Daily Volume
80,316
Number of Holdings
*
103
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$93.47
Average Daily Volume
1,797,611
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
| Period | NULV | USMV |
|---|---|---|
| 30 Days | 1.63% | 2.01% |
| 60 Days | 5.59% | 4.18% |
| 90 Days | 11.00% | 8.14% |
| 12 Months | 30.82% | 29.85% |
36 Overlapping Holdings
| Symbol | Grade | Weight in NULV | Weight in USMV | Overlap | |
|---|---|---|---|---|---|
| ACN | C | 0.03% | 1.28% | 0.03% | |
| ADI | D | 1.72% | 0.25% | 0.25% | |
| ADP | A | 1.35% | 0.09% | 0.09% | |
| AMGN | C | 1.86% | 0.68% | 0.68% | |
| ATO | A | 0.4% | 0.05% | 0.05% | |
| BMY | C | 0.08% | 0.46% | 0.08% | |
| BR | A | 0.67% | 0.05% | 0.05% | |
| CBOE | D | 0.92% | 0.88% | 0.88% | |
| CHD | C | 0.66% | 0.38% | 0.38% | |
| CI | F | 1.47% | 0.21% | 0.21% | |
| COR | B | 1.33% | 0.66% | 0.66% | |
| CSCO | A | 1.45% | 1.45% | 1.45% | |
| ED | D | 1.39% | 1.18% | 1.18% | |
| FI | B | 1.92% | 0.66% | 0.66% | |
| FSLR | F | 0.83% | 0.07% | 0.07% | |
| GILD | B | 0.64% | 0.98% | 0.64% | |
| HD | B | 0.75% | 0.29% | 0.29% | |
| HIG | C | 0.4% | 0.12% | 0.12% | |
| HOLX | D | 0.39% | 0.17% | 0.17% | |
| IBM | D | 2.04% | 1.67% | 1.67% | |
| JNJ | D | 1.77% | 1.25% | 1.25% | |
| KDP | F | 0.7% | 0.63% | 0.63% | |
| KMB | D | 0.74% | 0.21% | 0.21% | |
| KO | D | 2.27% | 0.1% | 0.1% | |
| KR | A | 1.39% | 0.6% | 0.6% | |
| MMC | C | 1.49% | 1.12% | 1.12% | |
| MRK | F | 1.65% | 1.09% | 1.09% | |
| NEM | D | 0.5% | 0.49% | 0.49% | |
| ORCL | A | 2.71% | 1.19% | 1.19% | |
| PEP | F | 1.97% | 1.09% | 1.09% | |
| PGR | B | 1.44% | 1.61% | 1.44% | |
| REGN | F | 0.04% | 0.68% | 0.04% | |
| TRV | B | 1.53% | 1.1% | 1.1% | |
| TXN | A | 2.03% | 1.43% | 1.43% | |
| VZ | D | 1.94% | 1.35% | 1.35% | |
| WTW | B | 0.65% | 0.37% | 0.37% |
NULV Overweight 67 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| DIS | C | 2.0% | |
| LOW | B | 1.86% | |
| WELL | B | 1.78% | |
| DHR | F | 1.75% | |
| C | B | 1.75% | |
| INTC | C | 1.68% | |
| DE | C | 1.67% | |
| BK | B | 1.64% | |
| PNC | A | 1.64% | |
| OKE | A | 1.58% | |
| GS | B | 1.54% | |
| BKR | B | 1.48% | |
| MMM | C | 1.47% | |
| HCA | D | 1.46% | |
| EXC | D | 1.44% | |
| NXPI | D | 1.43% | |
| MS | B | 1.4% | |
| SBUX | B | 1.36% | |
| AMT | F | 1.35% | |
| ECL | D | 1.34% | |
| AXP | B | 1.2% | |
| BAC | B | 1.16% | |
| ADM | F | 1.14% | |
| CAH | B | 1.09% | |
| FDX | B | 1.07% | |
| FTV | F | 1.05% | |
| CAT | B | 1.04% | |
| UPS | D | 0.96% | |
| ES | D | 0.95% | |
| LYB | F | 0.94% | |
| RF | B | 0.89% | |
| FIS | C | 0.86% | |
| A | D | 0.79% | |
| J | C | 0.73% | |
| URI | B | 0.69% | |
| IR | B | 0.68% | |
| HPQ | B | 0.6% | |
| JCI | A | 0.59% | |
| PPG | F | 0.57% | |
| STLD | B | 0.53% | |
| BG | F | 0.5% | |
| MET | C | 0.46% | |
| SOLV | C | 0.45% | |
| PHM | D | 0.44% | |
| EQIX | B | 0.43% | |
| MOS | C | 0.36% | |
| OC | B | 0.33% | |
| CNP | B | 0.32% | |
| HOOD | A | 0.31% | |
| QRVO | F | 0.29% | |
| SPGI | D | 0.28% | |
| DINO | F | 0.27% | |
| IPG | F | 0.24% | |
| WDC | C | 0.21% | |
| PSA | D | 0.19% | |
| TFC | B | 0.16% | |
| SYY | C | 0.16% | |
| TGT | F | 0.16% | |
| ETN | A | 0.13% | |
| IRM | C | 0.11% | |
| BALL | F | 0.1% | |
| ZBH | C | 0.09% | |
| PRU | C | 0.08% | |
| AWK | D | 0.04% | |
| STE | F | 0.02% | |
| CNH | D | 0.02% | |
| WTRG | B | 0.02% |
NULV Underweight 134 Positions Relative to USMV
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | A | -1.89% | |
| MSI | A | -1.71% | |
| WMT | A | -1.71% | |
| BRK.A | C | -1.52% | |
| NOC | C | -1.5% | |
| DUK | D | -1.5% | |
| WCN | B | -1.49% | |
| RSG | B | -1.48% | |
| CB | D | -1.46% | |
| WM | B | -1.43% | |
| LLY | D | -1.42% | |
| APH | B | -1.4% | |
| SO | D | -1.38% | |
| UNH | B | -1.34% | |
| MSFT | C | -1.33% | |
| ROP | B | -1.3% | |
| ABBV | B | -1.29% | |
| MCD | D | -1.28% | |
| AVGO | B | -1.23% | |
| AJG | C | -1.23% | |
| PG | D | -1.21% | |
| MCK | B | -1.18% | |
| AAPL | B | -0.98% | |
| AZO | D | -0.95% | |
| GDDY | A | -0.88% | |
| LMT | D | -0.86% | |
| V | B | -0.85% | |
| K | A | -0.82% | |
| EA | B | -0.82% | |
| FCNCA | B | -0.78% | |
| WEC | B | -0.76% | |
| CTSH | B | -0.75% | |
| VRTX | A | -0.74% | |
| T | B | -0.74% | |
| GIS | F | -0.73% | |
| NOW | B | -0.7% | |
| ACGL | D | -0.69% | |
| MA | A | -0.69% | |
| TSN | D | -0.67% | |
| ORLY | B | -0.65% | |
| VRSN | D | -0.64% | |
| NVDA | B | -0.62% | |
| BDX | F | -0.6% | |
| INCY | A | -0.58% | |
| KEYS | A | -0.56% | |
| TDY | A | -0.56% | |
| FFIV | B | -0.55% | |
| FANG | D | -0.55% | |
| ELV | F | -0.55% | |
| CME | B | -0.53% | |
| BAH | B | -0.52% | |
| AON | B | -0.52% | |
| FICO | B | -0.52% | |
| YUM | C | -0.51% | |
| PTC | B | -0.51% | |
| MPC | F | -0.5% | |
| JNPR | C | -0.5% | |
| UBER | F | -0.48% | |
| MDLZ | F | -0.48% | |
| AKAM | F | -0.46% | |
| XOM | B | -0.45% | |
| XEL | B | -0.45% | |
| TJX | C | -0.43% | |
| CL | F | -0.42% | |
| KHC | F | -0.42% | |
| VRSK | A | -0.42% | |
| EG | D | -0.42% | |
| ERIE | D | -0.42% | |
| CMCSA | B | -0.41% | |
| AEP | D | -0.4% | |
| CTVA | C | -0.4% | |
| WDAY | C | -0.4% | |
| CDW | F | -0.39% | |
| HUM | F | -0.38% | |
| CPB | D | -0.36% | |
| GEN | B | -0.35% | |
| ROL | C | -0.35% | |
| NBIX | C | -0.34% | |
| IT | B | -0.34% | |
| AFG | B | -0.33% | |
| CVX | B | -0.33% | |
| GRMN | B | -0.32% | |
| HSY | F | -0.32% | |
| FWONK | B | -0.32% | |
| MKL | B | -0.32% | |
| GLW | B | -0.32% | |
| WRB | B | -0.3% | |
| ANET | C | -0.3% | |
| ICE | D | -0.28% | |
| AIZ | A | -0.28% | |
| L | A | -0.27% | |
| WMB | B | -0.27% | |
| ALNY | B | -0.26% | |
| D | C | -0.24% | |
| BMRN | F | -0.24% | |
| HON | B | -0.23% | |
| AEE | A | -0.23% | |
| PFE | F | -0.23% | |
| HRL | F | -0.22% | |
| AZPN | B | -0.22% | |
| HUBS | B | -0.21% | |
| NTAP | C | -0.21% | |
| MOH | F | -0.21% | |
| PKG | B | -0.2% | |
| CMS | D | -0.2% | |
| DTE | D | -0.2% | |
| TW | B | -0.19% | |
| MELI | D | -0.19% | |
| SNPS | B | -0.18% | |
| DPZ | C | -0.18% | |
| CRWD | C | -0.17% | |
| STX | D | -0.17% | |
| CDNS | B | -0.17% | |
| LIN | D | -0.17% | |
| GOOG | B | -0.16% | |
| EOG | B | -0.15% | |
| MDT | C | -0.14% | |
| UTHR | B | -0.14% | |
| AMZN | B | -0.13% | |
| DELL | C | -0.12% | |
| OXY | F | -0.12% | |
| DGX | B | -0.1% | |
| RTX | C | -0.09% | |
| LNT | D | -0.09% | |
| ABT | B | -0.09% | |
| OTIS | B | -0.07% | |
| TEL | B | -0.07% | |
| GD | B | -0.06% | |
| KNX | B | -0.06% | |
| CVS | F | -0.05% | |
| ULTA | C | -0.05% | |
| CRM | A | -0.05% | |
| PSX | F | -0.05% | |
| VLO | D | -0.04% |
NULV: Top Represented Industries & Keywords
Industries:
Business Services
Drug Manufacturers - Major
Semiconductors
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Farm & Construction Equipment
Specialty Chemicals
Banks - Global
Diagnostics & Research
Diversified Industrials
Engineering & Construction
Farm Products
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance - Life
Insurance - Property & Casualty
Insurance Brokers
Integrated Shipping & Logistics
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges
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