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NUHY vs NUMV

Nuveen ESG High Yield Corporate Bond ETF vs Nuveen ESG Mid-Cap Value ETF

NUHY

Nuveen ESG High Yield Corporate Bond ETF

Nuveen

Annual cost

0.30%

Fund size

$108M

NUMV

Nuveen ESG Mid-Cap Value ETF

Nuveen

Annual cost

0.31%

Fund size

$431M

Key differences

  • NUMV is significantly larger than NUHY — larger funds tend to be more liquid and less likely to close.
  • NUHY is classified as fixed income, while NUMV is equity — different risk/return profiles.
  • Over the last 3 years, NUMV has delivered higher annualized returns.

Side-by-side comparison

NUHYNUMV
Annual cost (TER)0.30%0.31%
Fund size (AUM)$108M$431M
Since20192016
Dividend yield6.54%1.45%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.3%+23.4%
CAGR 3Y+8.6%+16.6%
CAGR 5Y+3.4%+6.2%
Sharpe 3Y0.870.87
Volatility 1Y3.84%12.62%
Max drawdown-20.52%-43.46%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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