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NULC vs DFSV
Nuveen ESG Large-Cap ETF vs Dimensional US Small Cap Value ETF
Key differences
- NULC costs 0.09% less per year.
- DFSV is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
- NULC follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, NULC has delivered higher annualized returns.
Side-by-side comparison
| NULC | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.30% |
| Fund size (AUM) | $57M | $7.5B |
| Since | 2019 | 2022 |
| Dividend yield | 0.87% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.8% | +35.8% |
| CAGR 3Y | +21.8% | +17.8% |
| CAGR 5Y | +11.5% | N/A |
| Sharpe 3Y | 1.17 | 0.71 |
| Volatility 1Y | 12.88% | 17.83% |
| Max drawdown | -34.86% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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