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DFSI vs NUSC

Dimensional International Sustainability Core 1 ETF vs Nuveen ESG Small-Cap ETF

DFSI

Dimensional International Sustainability Core 1 ETF

Annual cost

0.24%

Fund size

$1.1B

NUSC

Nuveen ESG Small-Cap ETF

Annual cost

0.31%

Fund size

$1.6B

Key differences

Both DFSI and NUSC are equity ETFs. DFSI charges 0.24% a year and NUSC 0.31%. The main difference: DFSI follows a active selection strategy; NUSC uses index tracking.

  • DFSI follows a active selection strategy; NUSC uses index tracking.
  • DFSI covers global markets excluding the US; NUSC covers North America.
  • DFSI costs 0.07% less per year.
  • Over the last three years, DFSI has delivered higher annualized returns.
  • NUSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFSINUSC
Annual cost (TER)0.24%0.31%
Fund size (AUM)$1.1B$1.6B
Since20222016
Dividend yield2.11%0.93%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionindex tracking
CAGR 1Y+16.6%+25.6%
CAGR 3Y+17.3%+14.2%
CAGR 5YN/A+4.4%
Sharpe 3Y0.910.59
Volatility 1Y15.11%17.28%
Max drawdown-12.82%-41.49%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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