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DFSU vs NULV
Dimensional US Sustainability Core 1 ETF vs Nuveen ESG Large-Cap Value ETF
Key differences
Both DFSU and NULV are equity ETFs. DFSU charges 0.15% a year and NULV 0.26%. The main difference: DFSU follows a active selection strategy; NULV uses index tracking.
- DFSU follows a active selection strategy; NULV uses index tracking.
- DFSU costs 0.11% less per year.
- Over the last three years, DFSU has delivered higher annualized returns.
- NULV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSU | NULV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.26% |
| Fund size (AUM) | $2.2B | $2.7B |
| Since | 2022 | 2016 |
| Dividend yield | 0.83% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.9% | +26.4% |
| CAGR 3Y | +20.9% | +17.9% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.06 | 1.10 |
| Volatility 1Y | 13.21% | 10.79% |
| Max drawdown | -19.88% | -36.99% |
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