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DFSU vs NULC

Dimensional US Sustainability Core 1 ETF vs Nuveen ESG Large-Cap ETF

DFSU

Dimensional US Sustainability Core 1 ETF

Annual cost

0.15%

Fund size

$2.2B

NULC

Nuveen ESG Large-Cap ETF

Annual cost

0.21%

Fund size

$75M

Key differences

Both DFSU and NULC are equity ETFs. DFSU charges 0.15% a year and NULC 0.21%. The main difference: DFSU follows a active selection strategy; NULC uses index tracking.

  • DFSU follows a active selection strategy; NULC uses index tracking.
  • DFSU costs 0.06% less per year.
  • DFSU is much larger than NULC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DFSUNULC
Annual cost (TER)0.15%0.21%
Fund size (AUM)$2.2B$75M
Since20222019
Dividend yield0.83%0.84%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.9%+23.2%
CAGR 3Y+20.9%+21.4%
CAGR 5YN/A+11.1%
Sharpe 3Y1.061.14
Volatility 1Y13.21%13.13%
Max drawdown-19.88%-34.86%

Similar to DFSU and NULC