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DFSI vs NULC
Dimensional International Sustainability Core 1 ETF vs Nuveen ESG Large-Cap ETF
Key differences
Both DFSI and NULC are equity ETFs. DFSI charges 0.24% a year and NULC 0.21%. The main difference: DFSI follows a active selection strategy; NULC uses index tracking.
- DFSI follows a active selection strategy; NULC uses index tracking.
- DFSI covers global markets excluding the US; NULC covers North America.
- DFSI is much larger than NULC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, NULC has delivered higher annualized returns.
Side-by-side comparison
| DFSI | NULC | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.21% |
| Fund size (AUM) | $1.1B | $75M |
| Since | 2022 | 2019 |
| Dividend yield | 2.11% | 0.84% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.6% | +23.2% |
| CAGR 3Y | +17.3% | +21.4% |
| CAGR 5Y | N/A | +11.1% |
| Sharpe 3Y | 0.91 | 1.14 |
| Volatility 1Y | 15.11% | 13.13% |
| Max drawdown | -12.82% | -34.86% |
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