Skip to content
Beacon
Screener

NULC vs FNDX

Nuveen ESG Large-Cap ETF vs Schwab Fundamental U.S. Large Company ETF

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

FNDX

Schwab Fundamental U.S. Large Company ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$25.9B

Key differences

  • FNDX is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • FNDX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NULCFNDX
Annual cost (TER)0.21%0.25%
Fund size (AUM)$57M$25.9B
Since20192013
Dividend yield0.87%1.50%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%+33.4%
CAGR 3Y+21.8%+21.2%
CAGR 5Y+11.5%+13.0%
Sharpe 3Y1.171.27
Volatility 1Y12.88%10.39%
Max drawdown-34.86%-37.72%

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

Similar to NULC and FNDX