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SHRYvsNULVETF Comparison
First Trust Bloomberg Shareholder Yield ETF (SHRY) belongs to the US High Dividend segment. NuShares ESG Large-Cap Value ETF (NULV) is part of the US Large Cap Value segment. SHRY's top 3 sector exposures are Information Technology, Financials and Energy. In contrast, NULV's top sector exposures are Financials, Information Technology and Health Care. SHRY is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.26% for NULV. SHRY is up 4.76% year-to-date (YTD) with +$28K in YTD flows. NULV performs worse with 3.15% YTD performance, and -$48M in YTD flows. Run a side-by-side ETF comparison of SHRY and NULV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SHRY vs NULV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SHRY NULV | -1.35%-2.89% | +4.32%+2.91% | +4.76%+3.15% | +9.49%+17.09% | +55.12%+50.25% | +61.09%+49.52% |
| Flows | SHRY NULV | -+$215K | +$28K-$28M | +$28K-$48M | -$2M+$21M | -$6M-$201M | -$14M+$688M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SHRY NULV | +10.88%+10.39% | +15.79%+14.92% | +13.28%+12.70% | +15.94%+14.36% |
| Max drawdown | SHRY NULV | -3.28%-3.31% | -11.75%-11.43% | -15.23%-15.00% | -23.88%-21.48% |
| Max drawdown duration | SHRY NULV | 8d12d | 37d43d | 208d213d | 717d792d |
SHRY | NULV | |
Last sale 3/11/2026 at 1:30 PM | $43.79 | $46.33 |
| Previous close 03/10/2026 | $43.85 | $46.46 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SHRY | NULV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SHRY | NULV | |
|---|---|---|
| Last price | $43.79 | $46.33 |
| 1D performance | -0.13% | -0.28% |
| AuM | $17.55 M | $1.94 B |
| E/R | 0.6% | 0.26% |
SHRY | NULV | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | First Trust | Nuveen |
| Benchmark | Bloomberg Shareholder Yield Index | MSCI TIAA ESG USA Large-Cap Value Index |
| N° of holdings | 50 | 100 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 20, 2017 | December 13, 2016 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SHRY and NULV ETFs performed in 2026?
As of March 10, 2026, SHRY is up 4.76% year-to-date (YTD), while NULV has returned 3.15%. That puts SHRY better performer ahead so far this year.
Which ETF is attracting more investor money: SHRY or NULV?
Year-to-date, the SHRY ETF saw +$28K in flows, compared to -$48M for NULV.
Which ETF is more volatile: SHRY or NULV?
Over the past year, SHRY had a volatility of 15.79%, while NULV experienced 14.92%.
Which ETF is bigger: SHRY or NULV?
As of March 10, 2026, SHRY holds $17.55 M in assets under management (AUM), while NULV manages $1.94 B.
What sectors do the SHRY and NULV ETFs invest in?
SHRY leans toward sectors like Financials, Information Technology and Energy. Meanwhile, NULV focuses on Financials, Information Technology and Health Care.
What are the top holdings of the SHRY ETF and NULV ETF?
SHRY top holdings include COMCAST, CHARTER COMMUNICATIONS INC(NEW) and SYNCHRONY FINANCIAL. NULV holds in its top three: ALPHABET INC-CL, PROCTERGAMBLE and COCA-COLA.
Which ETF is more diversified: SHRY or NULV?
SHRY holds 50 securities with 51.26% of its assets in the top 15. NULV has 104 securities and a top 15 weight of 34.16%.
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