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NULC vs NUMG

Nuveen ESG Large-Cap ETF vs Nuveen ESG Mid-Cap Growth ETF

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

Key differences

  • NULC costs 0.10% less per year.
  • NUMG is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, NULC has delivered higher annualized returns.

Side-by-side comparison

NULCNUMG
Annual cost (TER)0.21%0.31%
Fund size (AUM)$57M$354M
Since20192016
Dividend yield0.87%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.8%-1.4%
CAGR 3Y+21.8%+8.0%
CAGR 5Y+11.5%+1.0%
Sharpe 3Y1.170.31
Volatility 1Y12.88%17.94%
Max drawdown-34.86%-38.85%

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

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