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DFSI vs NULV
Dimensional International Sustainability Core 1 ETF vs Nuveen ESG Large-Cap Value ETF
Key differences
Both DFSI and NULV are equity ETFs. DFSI charges 0.24% a year and NULV 0.26%. The main difference: DFSI follows a active selection strategy; NULV uses index tracking.
- DFSI follows a active selection strategy; NULV uses index tracking.
- DFSI covers global markets excluding the US; NULV covers North America.
- NULV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSI | NULV | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.26% |
| Fund size (AUM) | $1.1B | $2.7B |
| Since | 2022 | 2016 |
| Dividend yield | 2.11% | 1.45% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +16.6% | +26.4% |
| CAGR 3Y | +17.3% | +17.9% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 0.91 | 1.10 |
| Volatility 1Y | 15.11% | 10.79% |
| Max drawdown | -12.82% | -36.99% |
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