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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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ETFs
Active semi-transparent ETFs
Actively managed strategies within the ETF structure
Nuveen’s active semi-transparent ETFs offer investors an additional vehicle to access the firm’s equity capabilities while maintaining the potential benefits of the traditional ETF structure, including tax-efficiency and daily liquidity.
Featured active semi-transparent ETFs
- Nuveen Growth Opportunities ETF (NUGO)
An actively managed ETF that seeks long-term capital appreciation through a concentrated growth portfolio. Primarily investing in high-quality U.S. companies with market capitalizations of at least $1 billion. - Nuveen Dividend Growth ETF (NDVG)1
An actively managed equity ETF that focuses on high-quality, mid- to large-cap companies with the potential for sustainable dividend growth. Seeks to provide attractive total return composed of income and capital appreciation while also managing risk. - Nuveen Small Cap Select ETF (NSCS)1
An actively managed, diversified small-cap equity ETF that buys companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent. - Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)1
An actively managed ETF that invests at least 80% of its net assets in equity securities of U.S. companies with market capitalization in excess of $4 billion at the time of purchase, and demonstrates sustainable environmental, social and governance (ESG) characteristics.
How are active semi-transparent ETFs different?
Explore the key differences and similarities between the traditional index-based ETF structure and the active semi-transparent structure to help determine the appropriate vehicle for your clients.
| What's different? | |
|---|---|
| Passive Index-Based ETFs | Active Semi-Transparent ETFs |
 Benchmark objectives Managed to track the investment results, before fees and expenses, of an underlying index. |
Benchmark objectives Investment decisions are actively made by portfolio managers with the goal of outperforming a strategy’s benchmark. |
 Transparency DAILY fund holdings are disclosed for market makers to buy and sell shares of the ETF. |
 Transparency MONTHLY fund holdings are disclosed — similar to a mutual fund. In lieu of daily holdings, a daily proxy basket is published for market makers to buy and sell shares of the ETF. |
| What's the same? | |
|---|---|
 Liquidity The number of shares can expand or contract based on demand. |
 Tax efficiency Redemption mechanisms leverage operational advantages that can potentially reduce the tax burden. |
Featured active semi-transparent ETFs
Morningstar tools for financial professionals: Compare or analyze a group of funds by using the plus button.
Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.
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An exchange-traded fund (ETF) is a portfolio of securities that is listed on an exchange and can be bought and sold throughout the trading day at prices determined by market supply and demand.
For more information contact Nuveen at 800.752.8700 or visit us at nuveen.com.
1 Available as a mutual fund.
These ETFs are different from traditional ETFs
These Funds are actively managed, semi-transparent exchange-traded funds (“ETFs”). Unlike traditional ETFs that typically publish their portfolio holdings on a daily basis, these Funds do not publish the daily holdings of their actual portfolio (the “Actual Portfolio”). Instead, these Funds disclose the daily holdings of a portfolio transparency substitute (the “Proxy Portfolio”), which is designed by the Funds’ sub-advisers to (i) reflect the economic exposure and risk characteristics of the Actual Portfolio on any given trading day, (ii) allow for the efficient trading of Fund shares by authorized participants (“Authorized Participants”), and (iii) shield the identity of the Funds’ full daily portfolio holdings. The Proxy Portfolio includes some of the Actual Portfolio holdings, but there is no required minimum overlap of holdings between the Proxy Portfolio and the Actual Portfolio. In addition, each Fund publishes certain information metrics related to the Fund’s Proxy Portfolio (the “Proxy Portfolio Disclosures”). This information is provided by the Fund to help keep the market price of Fund shares trading at or close to the underlying net asset value (“NAV”) per share of the Fund.
Exchange Traded Funds (ETFs) may not be marketed or advertised as an open-end investment company or mutual fund. Shares of ETFs are bought and sold at market price as opposed to net asset value. As a result, an investor may pay more than net asset value when buying and receive less than net asset value when selling. In addition, brokerage commissions will reduce returns. Fund shares are not individually redeemable directly with the Fund, but blocks of shares may be acquired from the Fund and tendered for redemption to the Fund by certain institutional investors in Creation Units.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
A word on risk
Investing involves risk; principal loss is possible. There is no guarantee the Funds’ investment objectives will be achieved.
Before investing, carefully consider Fund investment objectives, risks, charges and expenses. For this and other information that should be read carefully, please request a prospectus or summary prospectus from your financial advisor, contact Nuveen at 800.257.8787 or visit nuveen.com.
Nuveen Dividend Growth ETF: Nuveen Fund Advisors, LLC serves as the Fund’s adviser and Santa Barbara Asset Management, LLC serves as the Fund’s sub-adviser; both the adviser and sub-adviser are subsidiaries of Nuveen, LLC. Nuveen Securities, LLC, member FINRA and SIPC.
Nuveen Small Cap Select ETF: Nuveen Fund Advisors, LLC serves as the Fund’s adviser and Nuveen Asset Management, LLC serves as the Fund’s sub-adviser; both the adviser and sub-adviser are subsidiaries of Nuveen, LLC. Nuveen Securities, LLC, member FINRA and SIPC.
Nuveen Growth Opportunities ETF: Nuveen Fund Advisors, LLC serves as the Fund’s adviser and Nuveen Asset Management, LLC serves as the Fund’s sub-adviser; both the adviser and sub-adviser are subsidiaries of Nuveen, LLC. Nuveen Securities, LLC, member FINRA and SIPC.
Nuveen Winslow Large-Cap Growth ESG ETF: Nuveen Fund Advisors, LLC serves as the Fund’s adviser and Winslow Capital Management, LLC serves as the Fund’s sub-adviser; both the adviser and sub-adviser are subsidiaries of Nuveen, LLC. Nuveen Securities, LLC, member FINRA and SIPC.
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