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Upturn AI SWOT - About
Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUSA)
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Upturn Advisory Summary
08/14/2025: NUSA (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 8.52% | Avg. Invested days 76 | 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 0.43 | 52 Weeks Range 21.99 - 23.34 | Updated Date 06/29/2025 |
52 Weeks Range 21.99 - 23.34 | Updated Date 06/29/2025 |
Upturn AI SWOT
Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF
ETF Overview
Overview
The Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF (NUAG) seeks to provide current income while maintaining a focus on capital preservation by investing in a diversified portfolio of U.S. investment-grade fixed-income securities with maturities between 1 and 5 years.
Reputation and Reliability
Nuveen is a well-established asset manager with a long track record and a reputation for providing reliable investment products.
Management Expertise
Nuveen has a dedicated and experienced fixed-income team managing the ETF.
Investment Objective
Goal
To provide current income while maintaining capital preservation.
Investment Approach and Strategy
Strategy: NUAG aims to outperform its benchmark by actively managing its holdings within the 1-5 year maturity range and credit quality constraints.
Composition The ETF primarily holds U.S. investment-grade bonds, including government bonds, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 250446961
Competitors
Key Competitors
- SHV
- BIL
- ISTB
- VGSH
Competitive Landscape
The short-term bond ETF market is competitive, with numerous ETFs offering similar exposure. NUAG differentiates itself with its active management approach, seeking enhanced yield within its investment mandate. Competitors such as SHV and BIL focus more on capital preservation and liquidity, whereas VGSH is a popular passively managed index fund. Active management presents both the potential for higher returns and the risk of underperformance relative to a passive benchmark.
Financial Performance
Historical Performance: Data not readily available.
Benchmark Comparison: Data not readily available.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume for NUAG is moderate, suggesting adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for NUAG is typically tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and credit spreads all influence NUAG's performance. The ETF is particularly sensitive to changes in short-term interest rates.
Growth Trajectory
NUAG's growth trajectory depends on investor demand for short-term fixed income and the fund's ability to generate excess returns through active management.
Moat and Competitive Advantages
Competitive Edge
NUAG's active management strategy, combined with Nuveen's established expertise in fixed income, provides a potential competitive advantage. The ETF aims to deliver enhanced yield compared to passive alternatives within the 1-5 year U.S. Aggregate Bond market. This strategy may appeal to investors seeking a balance between income generation and capital preservation in a shorter duration bond portfolio.
Risk Analysis
Volatility
NUAG exhibits low volatility due to its focus on short-term, investment-grade bonds.
Market Risk
NUAG is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates could negatively impact the ETF's performance, while credit risk relates to the possibility of bond issuers defaulting on their obligations.
Investor Profile
Ideal Investor Profile
NUAG is suitable for investors seeking current income, capital preservation, and low volatility. It is appropriate for those with a short to intermediate-term investment horizon.
Market Risk
NUAG is best suited for long-term investors seeking to diversify their fixed-income allocation or for those who want a more active approach to managing short-term bond exposure.
Summary
Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF aims to provide current income and capital preservation. The ETF invests in a portfolio of U.S. investment-grade fixed-income securities with maturities between 1 and 5 years, actively managing its holdings. Its active management may generate higher yields, but it also comes with the risk of underperforming the benchmark. It is suitable for investors seeking low volatility and short-term fixed income exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Nuveen
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may not be precise due to the dynamic nature of the market.
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 Enhanced Yield 1-5 Year U.S. Aggregate 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 a modified version of the Bloomberg 1-5 Year U.S. Aggregate Index, which is designed to broadly capture the 1-5 year U.S. investment grade, taxable fixed income market. 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.
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