NUSI vs. NWLG ETF Comparison

Comparison of Nationwide Risk-Managed Income ETF (NUSI) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)

NUSI

Nationwide Risk-Managed Income ETF

NUSI Description

The investment seeks current income with downside protection. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective principally by investing in a portfolio of the stocks included in the Nasdaq-100® Index and an options collar (i.e., a mix of written (sold) call options and long (bought) put options) on the Nasdaq-100. It is non-diversified.

Grade (RS Rating)

Last Trade

$25.58

Average Daily Volume

62,729

Number of Holdings ^*

101

* may have additional holdings in another (foreign) market

NWLG

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description

The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$31.99

Average Daily Volume

1,732

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NUSI	NWLG
30 Days	2.79%	0.93%
60 Days	3.01%	2.78%
90 Days	2.98%	0.48%
12 Months	29.20%	42.46%

20 Overlapping Holdings

Symbol	Grade	Weight in NUSI	Weight in NWLG	Overlap
AAPL	C	8.84%	8.33%	8.33%
ADBE	F	1.77%	1.56%	1.56%
AMD	D	1.53%	1.64%	1.53%
AMZN	C	4.78%	8.66%	4.78%
ASML	F	0.45%	1.58%	0.45%
AVGO	C	4.43%	3.79%	3.79%
BKNG	C	0.94%	0.47%	0.47%
GOOG	D	2.24%	2.61%	2.24%
GOOGL	D	2.32%	3.05%	2.32%
INTU	C	1.21%	2.13%	1.21%
ISRG	B	1.19%	2.45%	1.19%
LRCX	F	0.66%	1.38%	0.66%
MELI	B	0.75%	2.27%	0.75%
MSFT	C	7.78%	13.41%	7.78%
NFLX	B	2.0%	1.86%	1.86%
NVDA	D	7.07%	8.7%	7.07%
ORLY	C	0.47%	1.2%	0.47%
SNPS	D	0.5%	0.96%	0.5%
TXN	C	1.28%	0.9%	0.9%
WDAY	D	0.37%	2.36%	0.37%

NUSI Overweight 81 Positions Relative to NWLG

Symbol	Grade	Weight
META	B	4.71%
TSLA	C	2.76%
COST	B	2.72%
PEP	C	1.68%
TMUS	C	1.59%
LIN	B	1.53%
CSCO	C	1.34%
QCOM	D	1.25%
AMGN	B	1.22%
CMCSA	D	1.07%
AMAT	D	1.04%
HON	D	0.89%
REGN	C	0.87%
VRTX	D	0.85%
ADP	B	0.8%
PANW	D	0.76%
ADI	C	0.76%
SBUX	C	0.73%
MDLZ	B	0.72%
KLAC	D	0.69%
GILD	B	0.69%
MU	F	0.67%
CTAS	B	0.59%
INTC	F	0.56%
PYPL	B	0.52%
CDNS	D	0.48%
CSX	D	0.47%
MAR	C	0.47%
PDD	F	0.43%
MRVL	C	0.42%
ROP	C	0.42%
NXPI	F	0.42%
FTNT	C	0.41%
CRWD	D	0.4%
ADSK	C	0.39%
CEG	C	0.39%
AEP	C	0.38%
KDP	B	0.37%
MNST	D	0.37%
ROST	C	0.36%
PCAR	D	0.35%
ABNB	D	0.35%
PAYX	C	0.34%
CHTR	D	0.34%
DASH	C	0.33%
AZN	D	0.33%
CPRT	D	0.33%
KHC	C	0.31%
TTD	B	0.31%
MCHP	F	0.29%
ODFL	D	0.29%
VRSK	D	0.28%
IDXX	C	0.28%
CTSH	C	0.27%
EXC	C	0.27%
GEHC	C	0.27%
EA	D	0.27%
FAST	C	0.27%
CCEP	B	0.26%
XEL	B	0.25%
BKR	C	0.24%
FANG	D	0.23%
CSGP	D	0.23%
DDOG	D	0.23%
ON	D	0.21%
LULU	D	0.21%
CDW	D	0.2%
MRNA	F	0.2%
BIIB	F	0.2%
TTWO	C	0.19%
DXCM	F	0.19%
ANSS	D	0.19%
TEAM	D	0.18%
ZS	F	0.17%
GFS	F	0.16%
MDB	D	0.15%
ILMN	C	0.14%
WBD	D	0.13%
DLTR	F	0.1%
ARM	D	0.07%
SMCI	F	0.03%

NUSI Underweight 20 Positions Relative to NWLG

Symbol	Grade	Weight
MA	B	-2.85%
TT	B	-2.85%
LLY	C	-2.37%
SPOT	B	-2.31%
KKR	B	-2.05%
GE	B	-1.89%
NOW	B	-1.79%
FICO	B	-1.68%
UBER	C	-1.43%
CMG	C	-1.33%
SYK	C	-1.25%
ANET	B	-1.11%
ECL	B	-1.07%
SHOP	C	-1.04%
BSX	B	-1.03%
HLT	B	-0.99%
WCN	D	-0.98%
ORCL	C	-0.91%
ALNY	C	-0.89%
VMC	D	-0.87%