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BSVO vs NULV

EA Bridgeway Omni Small-Cap Value ETF vs Nuveen ESG Large-Cap Value ETF

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

NULV

Nuveen ESG Large-Cap Value ETF

Annual cost

0.26%

Fund size

$2.7B

Key differences

Both BSVO and NULV are equity ETFs. BSVO charges 0.45% a year and NULV 0.26%. The main difference: BSVO follows a active selection strategy; NULV uses index tracking.

  • BSVO follows a active selection strategy; NULV uses index tracking.
  • NULV costs 0.19% less per year.
  • Over the last three years, BSVO has delivered higher annualized returns.
  • BSVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BSVONULV
Annual cost (TER)0.45%0.26%
Fund size (AUM)$2.3B$2.7B
Since20102016
Dividend yield1.28%1.45%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.4%+26.4%
CAGR 3Y+21.0%+17.9%
CAGR 5YN/A+8.5%
Sharpe 3Y0.821.10
Volatility 1Y18.90%10.79%
Max drawdown-28.67%-36.99%

Similar to BSVO and NULV