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ESGU vs NULC

iShares ESG Aware MSCI USA ETF vs Nuveen ESG Large-Cap ETF

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

Key differences

  • ESGU costs 0.06% less per year.
  • ESGU is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

ESGUNULC
Annual cost (TER)0.15%0.21%
Fund size (AUM)$16.6B$57M
Since20162019
Dividend yield0.97%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.6%+27.5%
CAGR 3Y+22.6%+21.6%
CAGR 5Y+13.3%+11.9%
Sharpe 3Y1.191.16
Volatility 1Y12.30%12.86%
Max drawdown-33.87%-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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