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Nuveen ESG U.S. Aggregate Bond ETF (NUBD)
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Upturn Advisory Summary
02/10/2025: NUBD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -1.02% | Avg. Invested days 38 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/10/2025 |
Key Highlights
Volume (30-day avg) 97292 | Beta 0.98 | 52 Weeks Range 20.52 - 22.40 | Updated Date 04/2/2025 |
52 Weeks Range 20.52 - 22.40 | Updated Date 04/2/2025 |
Upturn AI SWOT
Nuveen ESG U.S. Aggregate Bond ETF
ETF Overview
Overview
The Nuveen ESG U.S. Aggregate Bond ETF (NUAG) seeks to track the investment results of the Bloomberg SASB U.S. Aggregate Index, reflecting environmental, social, and governance (ESG) factors. It invests primarily in investment-grade U.S. bonds while excluding issuers with certain ESG controversies.
Reputation and Reliability
Nuveen is a well-established asset manager with a long history and strong reputation.
Management Expertise
Nuveen has a dedicated fixed income team with extensive experience in managing bond portfolios and incorporating ESG factors.
Investment Objective
Goal
To track the investment results of the Bloomberg SASB U.S. Aggregate Index, reflecting environmental, social, and governance (ESG) factors.
Investment Approach and Strategy
Strategy: The ETF aims to track the Bloomberg SASB U.S. Aggregate Index, a market-weighted, rules-based index that includes U.S. investment-grade, fixed-rate, taxable securities, screened for ESG factors based on SASB (Sustainability Accounting Standards Board) standards.
Composition The ETF holds a diversified portfolio of U.S. investment-grade bonds, including government, corporate, and mortgage-backed securities.
Market Position
Market Share: NUAG's market share is relatively small compared to larger, non-ESG focused aggregate bond ETFs.
Total Net Assets (AUM): 389000000
Competitors
Key Competitors
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
Competitive Landscape
The competitive landscape is dominated by larger, non-ESG focused aggregate bond ETFs like AGG. NUAG offers an ESG-focused alternative, appealing to socially conscious investors, but has a smaller AUM and trading volume compared to its competitors. NUAG's advantage lies in its specific ESG screening methodology. One of its disadvantages is potentially lower liquidity than its larger competitors.
Financial Performance
Historical Performance: Historical performance data needs to be collected from financial data providers to understand its track record.
Benchmark Comparison: Comparing NUAG's performance to the Bloomberg SASB U.S. Aggregate Index will gauge its effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
NUAG's average trading volume is relatively low, indicating moderate liquidity.
Bid-Ask Spread
The bid-ask spread varies depending on market conditions but is generally manageable for most investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and investor sentiment toward ESG investing can all affect NUAG's performance.
Growth Trajectory
Growth depends on increased adoption of ESG investing and NUAG's ability to attract assets from investors seeking socially responsible bond exposure.
Moat and Competitive Advantages
Competitive Edge
NUAGu2019s competitive edge comes from its focus on ESG factors within the U.S. Aggregate Bond market. Its use of the Bloomberg SASB U.S. Aggregate Index allows socially conscious investors to align their fixed income portfolios with their values. The established reputation of Nuveen as an asset manager provides a level of trust and credibility. This differentiated approach in a competitive market allows investors exposure to bonds while meeting ESG goals.
Risk Analysis
Volatility
NUAG's volatility is generally consistent with that of the broader U.S. aggregate bond market.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk, all of which can impact the value of the underlying bonds.
Investor Profile
Ideal Investor Profile
NUAG is suitable for investors seeking core fixed income exposure with an ESG focus and who are comfortable with moderate levels of risk.
Market Risk
NUAG is best for long-term investors or passive index followers interested in ESG investments.
Summary
Nuveen ESG U.S. Aggregate Bond ETF (NUAG) provides exposure to the U.S. investment-grade bond market with an ESG focus. It tracks the Bloomberg SASB U.S. Aggregate Index and offers a socially responsible alternative to traditional bond ETFs. Its expense ratio is 0.2%. Investors should consider its liquidity and expense ratio compared to larger, non-ESG focused bond ETFs. While its market share is smaller, NUAG appeals to a specific segment of investors aligning their investments with ESG principles.
Similar Companies
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AGG
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LQD
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iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHZ
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SCHZ
Schwab U.S. Aggregate Bond ETF
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
VCIT
Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Nuveen ETF Website
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Market conditions can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Nuveen ESG U.S. Aggregate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 utilizes certain environmental, social, and governance (ESG) criteria to select from the securities included in the Bloomberg U.S. Aggregate Bond Index (the base index), which is designed to broadly capture the U.S. investment grade, taxable fixed income market.
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