Screener
EVUS vs NUMV
Ishares ESG Aware MSCI USA Value ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
- EVUS costs 0.13% less per year.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| EVUS | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.31% |
| Fund size (AUM) | $309M | $431M |
| Since | 2023 | 2016 |
| Dividend yield | 1.59% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.3% | +23.4% |
| CAGR 3Y | +16.1% | +16.6% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | 0.97 | 0.87 |
| Volatility 1Y | 10.61% | 12.62% |
| Max drawdown | -15.65% | -43.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to EVUS and NUMV
Explore further