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DFVX vs NULC
Dimensional US Large Cap Vector ETF vs Nuveen ESG Large-Cap ETF
Key differences
- DFVX is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
- DFVX follows a active selection strategy; NULC uses index tracking.
Side-by-side comparison
| DFVX | NULC | |
|---|---|---|
| Annual cost (TER) | 0.19% | 0.21% |
| Fund size (AUM) | $486M | $57M |
| Since | 2023 | 2019 |
| Dividend yield | 1.20% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +28.3% | +27.5% |
| CAGR 3Y | N/A | +21.6% |
| CAGR 5Y | N/A | +11.9% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 10.93% | 12.86% |
| Max drawdown | -16.71% | -34.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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