Screener
DFSU vs NUMV
Dimensional US Sustainability Core 1 ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
Both DFSU and NUMV are equity ETFs. DFSU charges 0.15% a year and NUMV 0.31%. The main difference: DFSU follows a active selection strategy; NUMV uses index tracking.
- DFSU follows a active selection strategy; NUMV uses index tracking.
- DFSU costs 0.16% less per year.
- DFSU is much larger than NUMV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSU has delivered higher annualized returns.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFSU | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.31% |
| Fund size (AUM) | $2.2B | $540M |
| Since | 2022 | 2016 |
| Dividend yield | 0.83% | 1.41% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.9% | +24.3% |
| CAGR 3Y | +20.9% | +18.2% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | 1.06 | 0.96 |
| Volatility 1Y | 13.21% | 12.53% |
| Max drawdown | -19.88% | -43.46% |
Similar to DFSU and NUMV
Explore further