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NULV vs DFLV
Nuveen ESG Large-Cap Value ETF vs Dimensional US Large Cap Value ETF
Key differences
- DFLV costs 0.05% less per year.
- NULV follows a index tracking strategy; DFLV uses active selection.
- Over the last 3 years, DFLV has delivered higher annualized returns.
- NULV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NULV | DFLV | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.21% |
| Fund size (AUM) | $2.1B | $5.9B |
| Since | 2016 | 2022 |
| Dividend yield | 1.48% | 1.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +27.8% | +32.4% |
| CAGR 3Y | +17.2% | +19.2% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 1.05 | 1.08 |
| Volatility 1Y | 10.74% | 11.35% |
| Max drawdown | -36.99% | -16.80% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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