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DFLV vs NULV

Dimensional US Large Cap Value ETF vs Nuveen ESG Large-Cap Value ETF

DFLV

Dimensional US Large Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$5.9B

NULV

Nuveen ESG Large-Cap Value ETF

Nuveen

Annual cost

0.26%

Fund size

$2.1B

Key differences

  • DFLV costs 0.05% less per year.
  • DFLV follows a active selection strategy; NULV uses index tracking.
  • Over the last 3 years, DFLV has delivered higher annualized returns.
  • NULV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFLVNULV
Annual cost (TER)0.21%0.26%
Fund size (AUM)$5.9B$2.1B
Since20222016
Dividend yield1.46%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+32.4%+27.8%
CAGR 3Y+19.2%+17.2%
CAGR 5YN/A+8.5%
Sharpe 3Y1.081.05
Volatility 1Y11.35%10.74%
Max drawdown-16.80%-36.99%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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