Screener
NULV vs DFSU
Nuveen ESG Large-Cap Value ETF vs Dimensional US Sustainability Core 1 ETF
Key differences
Both NULV and DFSU are equity ETFs. NULV charges 0.26% a year and DFSU 0.15%. The main difference: NULV follows a index tracking strategy; DFSU uses active selection.
- NULV follows a index tracking strategy; DFSU uses active selection.
- DFSU costs 0.11% less per year.
- Over the last three years, DFSU has delivered higher annualized returns.
- NULV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NULV | DFSU | |
|---|---|---|
| Annual cost (TER) | 0.26% | 0.15% |
| Fund size (AUM) | $2.7B | $2.2B |
| Since | 2016 | 2022 |
| Dividend yield | 1.45% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +26.4% | +21.9% |
| CAGR 3Y | +17.9% | +20.9% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 1.10 | 1.06 |
| Volatility 1Y | 10.79% | 13.21% |
| Max drawdown | -36.99% | -19.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.