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NULG vs DFLV

Nuveen ESG Large-Cap Growth ETF vs Dimensional US Large Cap Value ETF

NULG

Nuveen ESG Large-Cap Growth ETF

Annual cost

0.26%

Fund size

$2.6B

DFLV

Dimensional US Large Cap Value ETF

Annual cost

0.21%

Fund size

$5.9B

Key differences

  • DFLV costs 0.05% less per year.
  • NULG follows a index tracking strategy; DFLV uses active selection.
  • Over the last 3 years, NULG has delivered higher annualized returns.
  • NULG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NULGDFLV
Annual cost (TER)0.26%0.21%
Fund size (AUM)$2.6B$5.9B
Since20162022
Dividend yield0.11%1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.9%+34.4%
CAGR 3Y+25.3%+19.2%
CAGR 5Y+15.0%N/A
Sharpe 3Y1.091.08
Volatility 1Y17.03%11.35%
Max drawdown-36.17%-16.80%

Similar to NULG and DFLV