Nuveen ESG 1-5 Year U.S. Aggregate Bond
$22.670.00 (0.00%)
- 0.14%
- $36M
- +0.5%
- 3.95%
- 0M sh
- $22.67
- low $22.53high $23.54
The ETF.net NUSA Grade
C
Score 50 out of 100
- 6 of 12
Score 50 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A72 out of 100Rank 4 of 12Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C45 out of 100Rank 8 of 11Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.F24 out of 100Rank 10 of 12Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D38 out of 100Rank 9 of 12Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.D38 out of 100Rank 9 of 12
Our read on NUSA
CAn ESG screen applied to the quiet end of the bond market: roughly 300 investment-grade bonds maturing inside five years, for 0.14% a year while the typical core-bond fund charges more than double that.
The fund seeks to track the investment results of its index, which is designed to capture the 1-5 year segment of the U.S. aggregate bond market.
Why people hold it
- 0.14% a year against a core-bond peer median closer to 0.36%. Getting a values screen without paying a premium for it is unusual.
- Follows the Bloomberg MSCI 1-5 Year U.S. Aggregate ESG Select Index, so the screen is published index rules rather than a manager's discretion.
- Holding the 1-5 year slice of the aggregate market mechanically dampens price swings when rates move, versus a fund that owns the full maturity ladder.
- Pays monthly and has been running since 2017, a long history for an ESG-screened bond index fund.
Worth knowing
- A small fund that trades thinly, so bid-ask spreads can run wider than the household-name core bond ETFs.
- Unscreened rivals such as BND, SPAB and SCHZ charge 0.03%. The ESG filter here costs about a tenth of a percentage point more per year.
- The screen leaves out issuers a standard aggregate index holds, and the short maturity band is a different job from a full-market core bond position.
NUSA Holdings
- Bonds
- 346
- 24%
- Us T-Note 3.375% 02/29/28
Geography
- United States92.02%
- Canada2.07%
- Japan0.94%
- Germany0.93%
- United Kingdom0.79%
- South Korea0.59%
- Luxembourg0.54%
- France0.47%
- 1.67%
NUSA Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
NUSA$10,052
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | NUSA |
|---|---|
| Year to date | −0.2% |
| 1 month | −0.3% |
| 3 months | −0.7% |
| 1 year | +0.5% |
| 3 years | +4.2% |
| 5 years | +1.5% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | NUSA |
|---|---|---|
| 2026 YTD | −0.2% | |
| 2025 | +5.9% | |
| 2024 | +3.5% | |
| 2023 | +5.2% | |
| 2022 | −5.9% | |
| 2021 | −1.0% | |
| 2020 | +4.9% |
NUSA in the news
NUSA Dividends
- 3.95%
- $0.90
- $0.08 per share
- Monthly
Distribution history
NUSA Risk
- 2.5%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- −0.20
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −8.8%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.40
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
NUSA Cost
0.14%
NUSA0.14%
- The middle half of Short-Term Core Bond funds
- Median 0.25%
3 of the 12 Short-Term Core Bond funds charge less.
Other funds in Short-Term Core Bond
- BSHAGWisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond FundExpense ratio 0.12%1 year return +0.9%
- CEVSDEaton Vance Short Duration Income ETFExpense ratio 0.24%1 year return +1.5%
- CSBNDColumbia Short Duration Bond ETFExpense ratio 0.26%1 year return +1.8%
- CSCSBSterling Capital Funds - Sterling Capital Short Duration Bond ETFExpense ratio 0.33%1 year return —
- CLODIETF Series Solutions - AAM SLC Low Duration Income ETFExpense ratio 0.39%1 year return +3.5%