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NULG vs DFVX

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

NULG

Nuveen ESG Large-Cap Growth ETF

Annual cost

0.26%

Fund size

$2.6B

DFVX

Dimensional US Large Cap Vector ETF

Annual cost

0.19%

Fund size

$486M

Key differences

  • DFVX costs 0.07% less per year.
  • NULG is significantly larger than DFVX — larger funds tend to be more liquid and less likely to close.
  • NULG follows a index tracking strategy; DFVX uses active selection.
  • NULG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NULGDFVX
Annual cost (TER)0.26%0.19%
Fund size (AUM)$2.6B$486M
Since20162023
Dividend yield0.11%1.20%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.9%+28.3%
CAGR 3Y+25.3%N/A
CAGR 5Y+15.0%N/A
Sharpe 3Y1.09N/A
Volatility 1Y17.03%10.93%
Max drawdown-36.17%-16.71%

Similar to NULG and DFVX