SCHZ vs. NULC ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to Nuveen ESG Large-Cap ETF (NULC)

SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.92

Average Daily Volume

1,160,500

Number of Holdings ^*

539

* may have additional holdings in another (foreign) market

NULC

Nuveen ESG Large-Cap ETF

NULC Description

The investment seeks to track the investment results, before fees and expenses, of the ICE BofAML Enhanced Yield 1-5 Year US Broad Bond Index (the "index"). Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in component securities of the index. The index is designed to broadly capture the 1-5 year U.S. investment grade fixed income market, as represented by a modified version of the ICE BofAML 1-5 Year US Broad Market Index.

Grade (RS Rating)

Last Trade

$48.23

Average Daily Volume

1,184

Number of Holdings ^*

121

* may have additional holdings in another (foreign) market

Performance

Period	SCHZ	NULC
30 Days	-0.82%	2.41%
60 Days	-3.18%	5.18%
90 Days	-2.17%	6.70%
12 Months	6.03%	29.93%

85 Overlapping Holdings

Symbol	Grade	Weight in SCHZ	Weight in NULC	Overlap
A	D	0.0%	0.19%	0.0%
ACGL	C	0.0%	0.12%	0.0%
ADBE	C	0.0%	0.47%	0.0%
ADM	D	0.0%	0.48%	0.0%
ADP	A	0.0%	0.97%	0.0%
AMAT	F	0.0%	0.99%	0.0%
AMGN	F	0.0%	0.98%	0.0%
AMT	C	0.0%	0.96%	0.0%
AWK	C	0.0%	0.41%	0.0%
AZO	C	0.0%	0.04%	0.0%
BG	D	0.0%	0.01%	0.0%
BKNG	A	0.0%	0.43%	0.0%
C	A	0.0%	0.94%	0.0%
CAH	B	0.0%	0.13%	0.0%
CARR	C	0.0%	1.16%	0.0%
CBOE	C	0.0%	0.4%	0.0%
CDNS	B	0.0%	0.57%	0.0%
CI	D	0.0%	0.08%	0.0%
CMCSA	B	0.0%	0.75%	0.0%
CRM	B	0.0%	1.6%	0.0%
DHR	F	0.0%	1.33%	0.0%
DIS	B	0.0%	1.45%	0.0%
DOV	A	0.0%	0.01%	0.0%
EA	A	0.0%	0.35%	0.0%
EBAY	D	0.0%	0.45%	0.0%
ECL	D	0.0%	1.21%	0.0%
ED	C	0.0%	0.64%	0.0%
EQIX	A	0.0%	0.4%	0.0%
ETN	A	0.0%	1.72%	0.0%
EW	C	0.0%	0.72%	0.0%
EXC	C	0.0%	0.73%	0.0%
FDX	B	0.0%	0.22%	0.0%
FTV	C	0.0%	0.42%	0.0%
GILD	C	0.0%	0.72%	0.0%
GOOGL	C	0.0%	3.13%	0.0%
GS	A	0.0%	0.23%	0.0%
HCA	F	0.0%	1.21%	0.0%
HD	B	0.0%	0.2%	0.0%
HPE	B	0.0%	0.54%	0.0%
HPQ	B	0.0%	0.69%	0.0%
IBM	C	0.0%	1.62%	0.0%
INTC	C	0.0%	1.05%	0.0%
JNPR	D	0.0%	0.24%	0.0%
KEYS	A	0.0%	0.53%	0.0%
KO	D	0.0%	1.55%	0.0%
KR	B	0.0%	0.44%	0.0%
LLY	F	0.0%	2.26%	0.0%
LOW	C	0.0%	0.79%	0.0%
LYB	F	0.0%	0.41%	0.0%
MA	B	0.0%	2.14%	0.0%
MCD	D	0.0%	1.2%	0.0%
MCK	A	0.0%	1.46%	0.0%
MCO	B	0.0%	0.3%	0.0%
MMC	B	0.0%	1.38%	0.0%
MMM	D	0.0%	0.57%	0.0%
MOS	F	0.0%	0.16%	0.0%
MRVL	B	0.0%	0.95%	0.0%
MS	A	0.0%	1.53%	0.0%
MSFT	D	0.0%	6.83%	0.0%
NEM	D	0.0%	0.18%	0.0%
NTAP	C	0.0%	0.47%	0.0%
NVDA	B	0.0%	8.29%	0.0%
NXPI	D	0.0%	0.09%	0.0%
OKE	A	0.0%	1.2%	0.0%
PEP	F	0.0%	0.75%	0.0%
PG	C	0.0%	1.41%	0.0%
PGR	A	0.0%	1.57%	0.0%
PNC	B	0.0%	1.3%	0.0%
SPGI	C	0.0%	1.48%	0.0%
STLD	B	0.0%	0.41%	0.0%
T	A	0.0%	0.85%	0.0%
TFC	A	0.0%	0.37%	0.0%
TGT	F	0.0%	1.02%	0.0%
TJX	A	0.0%	1.27%	0.0%
TRMB	B	0.0%	0.34%	0.0%
TRV	B	0.0%	0.48%	0.0%
TXN	C	0.0%	0.65%	0.0%
UNP	C	0.0%	0.04%	0.0%
UPS	C	0.0%	1.04%	0.0%
URI	C	0.0%	0.49%	0.0%
USB	A	0.0%	0.06%	0.0%
V	A	0.0%	2.2%	0.0%
VZ	C	0.0%	0.21%	0.0%
WELL	A	0.0%	0.07%	0.0%
ZTS	D	0.0%	0.55%	0.0%

SCHZ Overweight 454 Positions Relative to NULC

Symbol	Grade	Weight
WIT	B	0.08%
NOW	A	0.01%
UHS	D	0.01%
CHD	A	0.01%
DLTR	F	0.01%
MCHP	F	0.01%
BIIB	F	0.01%
STLA	F	0.01%
EDC	F	0.01%
CTS	C	0.01%
DD	C	0.01%
MDT	D	0.01%
DT	D	0.01%
COO	D	0.0%
VLY	B	0.0%
OCSL	F	0.0%
WBS	A	0.0%
GPC	D	0.0%
SAN	D	0.0%
SIGI	C	0.0%
SAVE	F	0.0%
GXO	B	0.0%
SAFE	F	0.0%
EPRT	B	0.0%
SUI	C	0.0%
VNO	C	0.0%
SKT	A	0.0%
ALB	B	0.0%
CBT	D	0.0%
COKE	C	0.0%
CACC	D	0.0%
FAF	A	0.0%
TKR	D	0.0%
THG	A	0.0%
TEL	B	0.0%
PRE	D	0.0%
AVA	A	0.0%
VMI	B	0.0%
WRB	A	0.0%
TME	D	0.0%
FTNT	C	0.0%
KMPR	A	0.0%
FLO	D	0.0%
DAL	B	0.0%
NEU	D	0.0%
BC	C	0.0%
PSEC	D	0.0%
STE	D	0.0%
CTVA	C	0.0%
PWR	A	0.0%
GBDC	D	0.0%
XRAY	F	0.0%
CHH	A	0.0%
AIZ	A	0.0%
AMH	C	0.0%
TSCO	D	0.0%
BDN	C	0.0%
JD	D	0.0%
MHK	D	0.0%
LAZ	B	0.0%
KEX	B	0.0%
EPR	C	0.0%
HOG	D	0.0%
HP	C	0.0%
ROST	D	0.0%
SBRA	C	0.0%
MCY	A	0.0%
NFG	A	0.0%
BKU	A	0.0%
KMT	B	0.0%
CHRW	B	0.0%
BBY	D	0.0%
SCS	C	0.0%
DRI	B	0.0%
AVY	F	0.0%
INVH	D	0.0%
REXR	F	0.0%
HR	B	0.0%
RS	B	0.0%
IDA	A	0.0%
AAP	D	0.0%
EXP	B	0.0%
DXC	B	0.0%
DOX	D	0.0%
ILMN	C	0.0%
XYL	D	0.0%
LXP	D	0.0%
BCSF	C	0.0%
PDM	D	0.0%
SLG	B	0.0%
SNV	C	0.0%
GSBD	F	0.0%
ADC	A	0.0%
ZION	B	0.0%
INGR	C	0.0%
NVR	D	0.0%
WTRG	B	0.0%
OSK	C	0.0%
CE	F	0.0%
AGO	B	0.0%
EG	C	0.0%
NHI	D	0.0%
SITC	D	0.0%
OPI	F	0.0%
G	B	0.0%
AYI	B	0.0%
OC	A	0.0%
CTRA	B	0.0%
LNC	C	0.0%
MAIN	A	0.0%
MTB	A	0.0%
HUBB	B	0.0%
CUBE	C	0.0%
TPR	B	0.0%
ORI	A	0.0%
H	B	0.0%
WEC	A	0.0%
VRSN	C	0.0%
HII	F	0.0%
RPM	A	0.0%
SWX	B	0.0%
ESGR	B	0.0%
OGE	A	0.0%
HPP	F	0.0%
PNR	A	0.0%
VFC	C	0.0%
VNT	C	0.0%
LII	A	0.0%
WB	D	0.0%
FMC	D	0.0%
FRT	B	0.0%
PCAR	B	0.0%
PFG	D	0.0%
NWE	B	0.0%
OGS	A	0.0%
FHN	A	0.0%
ADI	D	0.0%
SWKS	F	0.0%
NVT	B	0.0%
SNA	A	0.0%
GL	C	0.0%
NNN	C	0.0%
ROK	C	0.0%
RL	C	0.0%
EFX	F	0.0%
ARW	D	0.0%
WU	F	0.0%
AGR	A	0.0%
AMG	B	0.0%
R	B	0.0%
AJG	A	0.0%
L	A	0.0%
ESS	B	0.0%
DGX	A	0.0%
HAS	D	0.0%
AWH	F	0.0%
ORLY	B	0.0%
AN	C	0.0%
RNR	C	0.0%
PHM	D	0.0%
PSA	C	0.0%
PVH	C	0.0%
BEN	C	0.0%
SF	B	0.0%
AXS	A	0.0%
JBLU	F	0.0%
CTAS	B	0.0%
UNM	A	0.0%
VMC	B	0.0%
HIW	C	0.0%
DSS	F	0.0%
PPG	F	0.0%
FNF	B	0.0%
AES	F	0.0%
AMCR	C	0.0%
LEN	D	0.0%
MKL	A	0.0%
HRL	D	0.0%
APD	A	0.0%
REG	A	0.0%
IPG	D	0.0%
GP	F	0.0%
EMR	B	0.0%
RF	A	0.0%
EE	A	0.0%
PLD	F	0.0%
SWK	D	0.0%
BR	A	0.0%
EVRG	A	0.0%
IEX	C	0.0%
FLS	B	0.0%
AFG	A	0.0%
CMA	B	0.0%
WHR	B	0.0%
ALLE	C	0.0%
LEG	F	0.0%
HRB	D	0.0%
CNO	B	0.0%
CNH	C	0.0%
KSS	F	0.0%
DOC	C	0.0%
KRG	B	0.0%
WM	B	0.0%
BWA	D	0.0%
EL	F	0.0%
CMI	A	0.0%
MKC	C	0.0%
BAX	F	0.0%
IVZ	B	0.0%
WLK	D	0.0%
JBL	C	0.0%
LDOS	C	0.0%
NDAQ	A	0.0%
HST	C	0.0%
FLEX	B	0.0%
KRC	B	0.0%
DG	F	0.0%
AFL	B	0.0%
RJF	A	0.0%
DHI	F	0.0%
CNA	C	0.0%
RGA	A	0.0%
CPT	B	0.0%
NOV	C	0.0%
GLPI	C	0.0%
MAA	B	0.0%
LHX	C	0.0%
MRO	B	0.0%
APH	A	0.0%
MSI	B	0.0%
AMP	A	0.0%
DLR	B	0.0%
JBHT	C	0.0%
LIN	C	0.0%
SON	F	0.0%
ARE	F	0.0%
FSK	A	0.0%
REGN	F	0.0%
CSL	C	0.0%
BRO	B	0.0%
PKG	A	0.0%
WPC	C	0.0%
WEST	C	0.0%
HIG	B	0.0%
VOYA	B	0.0%
LEA	F	0.0%
TXT	D	0.0%
EMN	C	0.0%
INTU	B	0.0%
MDLZ	F	0.0%
SNX	D	0.0%
FIS	C	0.0%
VTR	B	0.0%
AVT	C	0.0%
HUN	F	0.0%
SCHW	B	0.0%
CINF	A	0.0%
CNP	A	0.0%
CL	D	0.0%
LRCX	F	0.0%
BKH	A	0.0%
WAB	B	0.0%
PH	A	0.0%
TMO	F	0.0%
EQR	C	0.0%
CFG	B	0.0%
MAR	A	0.0%
AAL	B	0.0%
HSY	F	0.0%
MAS	D	0.0%
RPRX	D	0.0%
SRE	A	0.0%
CME	B	0.0%
IP	A	0.0%
VRSK	A	0.0%
SYF	B	0.0%
LNT	A	0.0%
MLM	C	0.0%
NTRS	A	0.0%
TDY	B	0.0%
CMS	C	0.0%
BSX	A	0.0%
PPL	A	0.0%
CF	A	0.0%
EOG	A	0.0%
OTIS	C	0.0%
IFF	D	0.0%
APTV	F	0.0%
JCI	B	0.0%
XEL	A	0.0%
BIDU	F	0.0%
KIM	A	0.0%
HBAN	A	0.0%
DE	B	0.0%
AON	A	0.0%
O	C	0.0%
AEP	C	0.0%
GLW	B	0.0%
NUE	C	0.0%
SJM	D	0.0%
OMC	C	0.0%
ETR	B	0.0%
ROP	B	0.0%
BLK	B	0.0%
KLAC	F	0.0%
LUV	C	0.0%
TT	A	0.0%
MPC	D	0.0%
CCI	C	0.0%
GD	D	0.0%
ALL	A	0.0%
CPB	D	0.0%
NKE	F	0.0%
HES	B	0.0%
ATO	A	0.0%
PEG	A	0.0%
CAF	D	0.0%
MU	D	0.0%
STZ	D	0.0%
FE	C	0.0%
JEF	A	0.0%
NSC	B	0.0%
CP	F	0.0%
ICE	C	0.0%
BERY	C	0.0%
CAG	F	0.0%
BRX	A	0.0%
KDP	F	0.0%
FITB	B	0.0%
SHW	B	0.0%
GWW	B	0.0%
CLX	A	0.0%
LVS	B	0.0%
STT	B	0.0%
GPN	B	0.0%
DVN	F	0.0%
BHF	C	0.0%
SLB	C	0.0%
WY	F	0.0%
ES	C	0.0%
FANG	C	0.0%
ARCC	A	0.0%
ZBH	C	0.0%
AVB	B	0.0%
SCCO	F	0.0%
HUM	C	0.0%
WBA	F	0.0%
RSG	A	0.0%
OHI	C	0.0%
EIX	B	0.0%
KMB	C	0.0%
COE	C	0.0%
PAA	B	0.0%
KOF	F	0.0%
UDR	B	0.0%
DTE	C	0.0%
SYY	D	0.0%
HON	C	0.0%
PYPL	B	0.0%
BMO	A	0.0%
BNS	A	0.0%
EPD	A	0.0%
AL	B	0.0%
CSX	C	0.0%
SPG	A	0.0%
COST	A	0.0%
DOW	F	0.0%
NI	A	0.0%
SBUX	A	0.0%
BXP	C	0.0%
TAP	C	0.0%
HAL	C	0.0%
PNW	A	0.0%
CM	A	0.0%
ITW	B	0.0%
VLO	C	0.0%
BDX	F	0.0%
DB	D	0.0%
MPLX	A	0.0%
FOXA	A	0.0%
D	C	0.0%
GIS	D	0.0%
ADSK	A	0.0%
MP	C	0.0%
RY	A	0.0%
TSN	B	0.0%
DUK	C	0.0%
SO	C	0.0%
NEE	C	0.0%
EQH	C	0.0%
CB	C	0.0%
PRU	A	0.0%
WMB	A	0.0%
AEE	A	0.0%
EXPE	B	0.0%
NOC	D	0.0%
AXP	A	0.0%
PSX	C	0.0%
LH	B	0.0%
AIG	B	0.0%
K	A	0.0%
SYK	B	0.0%
MET	A	0.0%
KMI	A	0.0%
AER	A	0.0%
QCOM	F	0.0%
BABA	D	0.0%
GM	C	0.0%
UAL	A	0.0%
UNH	B	0.0%
PM	B	0.0%
ALLY	C	0.0%
LMT	D	0.0%
BK	A	0.0%
PFE	F	0.0%
EQNR	C	0.0%
MUFG	B	0.0%
CAT	B	0.0%
KEY	B	0.0%
MO	A	0.0%
NWG	A	0.0%
DFS	B	0.0%
JNJ	C	0.0%
BHP	F	0.0%
RTX	D	0.0%
XOM	B	0.0%
PCG	A	0.0%
CVX	A	0.0%
CSCO	B	0.0%
TD	D	0.0%
AMZN	C	0.0%
MRK	D	0.0%
WMT	A	0.0%
COP	C	0.0%
AVGO	D	0.0%
VOD	F	0.0%
HSBC	A	0.0%
ORCL	A	0.0%
GSK	F	0.0%
JPM	A	0.0%
BMY	B	0.0%
ABT	B	0.0%
COF	C	0.0%
CHTR	C	0.0%
DELL	B	0.0%
AZN	F	0.0%
AAPL	C	0.0%
BAC	A	0.0%
ABBV	F	0.0%
TMUS	B	0.0%
BA	F	0.0%
WFC	A	0.0%
CVS	D	0.0%
GE	D	0.0%

SCHZ Underweight 36 Positions Relative to NULC

Symbol	Grade	Weight
GOOG	C	-1.92%
TSLA	B	-1.88%
FI	A	-1.71%
MELI	C	-1.31%
CMG	B	-0.97%
LNG	A	-0.93%
SNPS	B	-0.9%
BKR	A	-0.83%
AXON	A	-0.81%
AMD	F	-0.76%
VEEV	C	-0.69%
TEAM	A	-0.51%
WST	C	-0.45%
IRM	C	-0.44%
WDC	D	-0.4%
STX	C	-0.38%
TRU	D	-0.38%
HOLX	D	-0.36%
J	D	-0.35%
FSLR	F	-0.35%
BALL	F	-0.33%
HOOD	B	-0.33%
VRTX	D	-0.32%
DECK	A	-0.31%
SOLV	D	-0.2%
PANW	B	-0.18%
EME	A	-0.18%
MKTX	D	-0.17%
LPLA	A	-0.13%
DINO	D	-0.13%
AKAM	D	-0.07%
IT	C	-0.07%
WTW	B	-0.05%
IDXX	F	-0.05%
DXCM	C	-0.03%
FBIN	D	-0.02%