Screener
NULC vs DFSU
Nuveen ESG Large-Cap ETF vs Dimensional US Sustainability Core 1 ETF
Key differences
Both NULC and DFSU are equity ETFs. NULC charges 0.21% a year and DFSU 0.15%. The main difference: NULC follows a index tracking strategy; DFSU uses active selection.
- NULC follows a index tracking strategy; DFSU uses active selection.
- DFSU costs 0.06% less per year.
- DFSU is much larger than NULC. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NULC | DFSU | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.15% |
| Fund size (AUM) | $75M | $2.2B |
| Since | 2019 | 2022 |
| Dividend yield | 0.84% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.2% | +21.9% |
| CAGR 3Y | +21.4% | +20.9% |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 1.14 | 1.06 |
| Volatility 1Y | 13.13% | 13.21% |
| Max drawdown | -34.86% | -19.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.