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NULV vs NUMG

Nuveen ESG Large-Cap Value ETF vs Nuveen ESG Mid-Cap Growth ETF

NULV

Nuveen ESG Large-Cap Value ETF

Nuveen

Annual cost

0.26%

Fund size

$2.1B

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

Key differences

  • NULV is significantly larger than NUMG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, NULV has delivered higher annualized returns.

Side-by-side comparison

NULVNUMG
Annual cost (TER)0.26%0.31%
Fund size (AUM)$2.1B$354M
Since20162016
Dividend yield1.48%0.01%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%-1.4%
CAGR 3Y+17.2%+8.0%
CAGR 5Y+8.5%+1.0%
Sharpe 3Y1.050.31
Volatility 1Y10.74%17.94%
Max drawdown-36.99%-38.85%

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

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