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NULC vs DFVX
Nuveen ESG Large-Cap ETF vs Dimensional US Large Cap Vector ETF
Key differences
- DFVX is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
- NULC follows a index tracking strategy; DFVX uses active selection.
Side-by-side comparison
| NULC | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.21% | 0.19% |
| Fund size (AUM) | $57M | $486M |
| Since | 2019 | 2023 |
| Dividend yield | 0.87% | 1.20% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.5% | +28.3% |
| CAGR 3Y | +21.6% | N/A |
| CAGR 5Y | +11.9% | N/A |
| Sharpe 3Y | 1.16 | N/A |
| Volatility 1Y | 12.86% | 10.93% |
| Max drawdown | -34.86% | -16.71% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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