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Upturn AI SWOT - About
Nuveen ESG High Yield Corporate Bond ETF (NUHY)
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Upturn Advisory Summary
08/14/2025: NUHY (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 14.04% | Avg. Invested days 82 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 19.60 - 21.67 | Updated Date 06/30/2025 |
52 Weeks Range 19.60 - 21.67 | Updated Date 06/30/2025 |
Upturn AI SWOT
Nuveen ESG High Yield Corporate Bond ETF
ETF Overview
Overview
The Nuveen ESG High Yield Corporate Bond ETF (NUHY) seeks to provide a high level of current income by investing primarily in high-yield corporate bonds that meet specific ESG criteria. It emphasizes debt instruments of issuers demonstrating strong or improving ESG practices within the high-yield sector.
Reputation and Reliability
Nuveen is a well-established asset manager with a long track record. They are known for their fixed income expertise and commitment to responsible investing.
Management Expertise
Nuveen has a dedicated fixed income team with extensive experience in managing high-yield portfolios and integrating ESG factors.
Investment Objective
Goal
To provide a high level of current income, consistent with prudent investment management, by investing in high-yield corporate bonds meeting ESG standards.
Investment Approach and Strategy
Strategy: NUHY uses an active management strategy that combines fundamental credit research with ESG integration. It selects high-yield bonds based on both financial and sustainability considerations.
Composition Primarily invests in high-yield corporate bonds. ESG factors are incorporated into the investment process.
Market Position
Market Share: NUHY holds a small market share within the high-yield corporate bond ETF market.
Total Net Assets (AUM): 173700000
Competitors
Key Competitors
- SPDR Portfolio High Yield Corporate Bond ETF (SPHY)
- iShares iBoxx High Yield Corporate Bond ETF (HYG)
- VanEck High Yield Bond ETF (HYD)
Competitive Landscape
The high-yield corporate bond ETF market is highly competitive. NUHY differentiates itself through its ESG focus, which may appeal to socially conscious investors. However, its AUM is relatively small compared to larger, more established competitors like HYG and SPHY. NUHY's expense ratio is higher than some competitors, but some investors are willing to pay the higher expense ratio for the ESG mandate.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception. This data is used to understand its track record.
Benchmark Comparison: NUHY's performance can be compared to relevant high-yield bond indices to assess its effectiveness. Performance can vary based on its ESG considerations.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
The average trading volume is moderate, which could impact execution costs for larger trades.
Bid-Ask Spread
The bid-ask spread is relatively tight, reflecting the ETF's moderate liquidity and demand.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, credit spreads, and investor sentiment towards high-yield bonds all influence NUHY's performance. ESG awareness and demand for responsible investment products also play a role.
Growth Trajectory
NUHY's growth is tied to the increasing interest in ESG investing and investor appetite for high-yield corporate debt. Strategy changes and new holdings are adjusted to adhere to the ESG mandate.
Moat and Competitive Advantages
Competitive Edge
NUHY's competitive edge lies in its focus on ESG-integrated high-yield investing. This offers investors a way to pursue income while aligning with their values. The ETF's active management seeks to identify companies with strong or improving ESG profiles, potentially reducing risks and enhancing returns over the long term. However, the ESG selection criteria could limit the investment universe.
Risk Analysis
Volatility
As a high-yield bond fund, NUHY experiences moderate volatility, especially during periods of market stress. Credit risk is a significant factor.
Market Risk
NUHY is exposed to market risk, interest rate risk, and credit risk. Credit risk is the biggest risk for high-yield corporate bonds.
Investor Profile
Ideal Investor Profile
The ideal investor for NUHY is one seeking current income, comfortable with moderate risk, and interested in socially responsible investing. It's suitable for investors who want high-yield exposure but also want to factor in ESG considerations.
Market Risk
NUHY is suitable for long-term investors seeking income and ESG alignment. Active traders may find liquidity limiting.
Summary
The Nuveen ESG High Yield Corporate Bond ETF (NUHY) offers exposure to high-yield corporate bonds with an ESG focus, appealing to socially conscious investors seeking income. While it has a higher expense ratio than some competitors, its ESG mandate differentiates it. Its AUM is relatively small, but the ETF could attract more assets as ESG investing becomes more mainstream. Overall, NUHY provides a unique investment proposition for those who prioritize both income and responsible investing principles.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 High Yield Corporate Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index utilizes certain environmental, social, and governance (" ESG") criteria to select from the securities included in the Bloomberg U.S. High Yield Very Liquid Index (the " Base Index"), which is designed to broadly capture the U.S. dollar-denominated, high yield, fixed-rate corporate bond market. Under normal market conditions, it 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.
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