Screener
NBGX vs NUMV
Neuberger Growth ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
- NUMV costs 0.13% less per year.
- NUMV is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
- NBGX is classified as alternative, while NUMV is equity — different risk/return profiles.
- NBGX follows a option income strategy; NUMV uses index tracking.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBGX | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.31% |
| Fund size (AUM) | $14M | $431M |
| Since | 2024 | 2016 |
| Dividend yield | 0.27% | 1.45% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +21.1% | +23.4% |
| CAGR 3Y | N/A | +16.6% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 14.30% | 12.62% |
| Max drawdown | -21.55% | -43.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to NBGX and NUMV
Explore further