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NULV vs EGUS

Nuveen ESG Large-Cap Value ETF vs Ishares ESG Aware MSCI USA Growth ETF

NULV

Nuveen ESG Large-Cap Value ETF

Nuveen

Annual cost

0.26%

Fund size

$2.1B

EGUS

Ishares ESG Aware MSCI USA Growth ETF

iShares

Annual cost

0.18%

Fund size

$26M

Key differences

  • EGUS costs 0.08% less per year.
  • NULV is significantly larger than EGUS — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, EGUS has delivered higher annualized returns.
  • NULV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NULVEGUS
Annual cost (TER)0.26%0.18%
Fund size (AUM)$2.1B$26M
Since20162023
Dividend yield1.48%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.2%+34.2%
CAGR 3Y+17.1%+27.7%
CAGR 5Y+8.9%N/A
Sharpe 3Y1.041.18
Volatility 1Y10.73%16.40%
Max drawdown-36.99%-24.87%

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

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