NUDV vs. YLDE ETF Comparison

Comparison of Nuveen ESG Dividend ETF (NUDV) to ClearBridge Dividend Strategy ESG ETF (YLDE)
NUDV

Nuveen ESG Dividend ETF

NUDV Description

Nuveen ESG Dividend ETF is an exchange traded fund launched and managed by Nuveen Fund Advisors, LLC. The fund is co-managed by Teachers Advisors, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It does not invest in companies related to alcohol production, tobacco production, nuclear power, gambling, and weapons and firearm production. The fund replicates the performance of the TIAA ESG USA High Dividend Index, by using full replication technique. Nuveen ESG Dividend ETF was formed on September 27, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.45

Average Daily Volume

3,393

Number of Holdings *

120

* may have additional holdings in another (foreign) market
YLDE

ClearBridge Dividend Strategy ESG ETF

YLDE Description The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.

Grade (RS Rating)

Last Trade

$50.31

Average Daily Volume

3,243

Number of Holdings *

52

* may have additional holdings in another (foreign) market
Performance
Period NUDV YLDE
30 Days 2.31% 2.71%
60 Days 9.62% 9.12%
90 Days 11.60% 6.47%
12 Months 33.57% 26.30%
17 Overlapping Holdings
Symbol Grade Weight in NUDV Weight in YLDE Overlap
AMT D 1.46% 2.01% 1.46%
AVB C 0.62% 1.95% 0.62%
CMCSA B 1.54% 2.99% 1.54%
COF A 1.1% 1.72% 1.1%
CSCO A 1.67% 1.1% 1.1%
GILD A 1.56% 1.08% 1.08%
HD A 2.16% 1.75% 1.75%
JNJ D 1.97% 1.37% 1.37%
KO C 1.79% 2.15% 1.79%
MET A 0.97% 1.52% 0.97%
MRK F 1.7% 1.89% 1.7%
PNC C 1.38% 1.18% 1.18%
PPG D 0.59% 0.97% 0.59%
PSA C 1.1% 1.22% 1.1%
TRV B 1.06% 2.6% 1.06%
TXN C 1.56% 0.7% 0.7%
UPS D 1.41% 0.48% 0.48%
NUDV Overweight 103 Positions Relative to YLDE
Symbol Grade Weight
BAC B 1.77%
IBM A 1.77%
CAT A 1.75%
VZ C 1.68%
LOW C 1.66%
PEP F 1.61%
BMY A 1.55%
DE C 1.54%
ADP A 1.53%
PFE D 1.5%
AMGN D 1.5%
MS A 1.5%
GS B 1.49%
INTC D 1.47%
WELL C 1.46%
C B 1.44%
ITW C 1.44%
EQIX C 1.43%
MMM C 1.42%
MMC D 1.41%
CI D 1.39%
TGT C 1.37%
USB C 1.35%
CL D 1.32%
AFL A 1.21%
NEM C 1.21%
FDX F 1.2%
NXPI F 1.18%
OKE A 1.09%
BK A 1.03%
JCI C 1.0%
CCI D 0.98%
KMB D 0.93%
FIS A 0.92%
PAYX B 0.89%
CMI A 0.88%
PRU B 0.84%
EXC C 0.81%
KDP C 0.79%
KR C 0.75%
BKR B 0.74%
ED C 0.71%
IRM B 0.69%
HPQ B 0.69%
HIG A 0.68%
DFS A 0.67%
TSCO A 0.62%
ROK D 0.6%
ADM F 0.57%
AWK D 0.56%
FITB C 0.56%
CAH B 0.53%
HPE B 0.52%
STT A 0.51%
IFF D 0.51%
SBAC C 0.51%
NTAP D 0.5%
BR B 0.5%
ES D 0.46%
K B 0.44%
STX C 0.43%
KHC F 0.43%
ATO A 0.42%
RF B 0.41%
CLX C 0.4%
BBY C 0.4%
MKC C 0.4%
SYF A 0.39%
WSM C 0.39%
PFG A 0.39%
STLD C 0.38%
NTRS B 0.36%
AVY D 0.34%
DGX D 0.33%
IEX D 0.32%
TFC D 0.32%
DOC C 0.31%
OC C 0.3%
CAG D 0.28%
POOL D 0.28%
EQH B 0.27%
BG F 0.27%
REG C 0.25%
JNPR C 0.25%
ALLE A 0.25%
DKS D 0.24%
CHRW C 0.24%
IPG D 0.23%
BXP B 0.23%
LKQ F 0.21%
HBAN B 0.21%
WTRG D 0.2%
AIZ B 0.2%
HRL F 0.19%
CNH C 0.19%
LW D 0.19%
TTC F 0.18%
CPB D 0.18%
ALLY F 0.18%
DINO F 0.15%
PARA F 0.12%
BBWI F 0.12%
FOX B 0.11%
NUDV Underweight 35 Positions Relative to YLDE
Symbol Grade Weight
WMB A -4.11%
MSFT D -3.84%
SRE C -3.33%
APO A -3.11%
JPM C -3.0%
BDX C -2.95%
AVGO B -2.79%
LIN C -2.67%
TMUS A -2.62%
V B -2.59%
VMC D -2.21%
ORCL A -2.2%
AAPL C -2.15%
KMI A -2.13%
GOOGL B -1.84%
UNP F -1.77%
HLN C -1.76%
SAP C -1.7%
PG D -1.68%
UNH B -1.68%
WM B -1.53%
EIX C -1.52%
HON C -1.47%
DTE B -1.38%
APD C -1.34%
AZN D -1.32%
FCX B -1.16%
EQT C -1.15%
SBUX B -1.15%
NUE D -0.9%
AIG C -0.88%
DIS D -0.74%
KVUE C -0.73%
GM D -0.64%
MDLZ D -0.14%
Compare ETFs