Screener
BSVO vs NULC
EA Bridgeway Omni Small-Cap Value ETF vs Nuveen ESG Large-Cap ETF
Key differences
Both BSVO and NULC are equity ETFs. BSVO charges 0.45% a year and NULC 0.21%. The main difference: BSVO follows a active selection strategy; NULC uses index tracking.
- BSVO follows a active selection strategy; NULC uses index tracking.
- NULC costs 0.24% less per year.
- BSVO is much larger than NULC. Larger funds are usually more liquid and less likely to close.
- BSVO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSVO | NULC | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.21% |
| Fund size (AUM) | $2.3B | $75M |
| Since | 2010 | 2019 |
| Dividend yield | 1.28% | 0.84% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +43.4% | +23.2% |
| CAGR 3Y | +21.0% | +21.4% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | 0.82 | 1.14 |
| Volatility 1Y | 18.90% | 13.13% |
| Max drawdown | -28.67% | -34.86% |
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