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NULV vs PWV

Nuveen ESG Large-Cap Value ETF vs Invesco Dynamic Large Cap Value ETF

NULV

Nuveen ESG Large-Cap Value ETF

Nuveen

Annual cost

0.26%

Fund size

$2.1B

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

Key differences

  • NULV costs 0.29% less per year.
  • Over the last 3 years, PWV has delivered higher annualized returns.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NULVPWV
Annual cost (TER)0.26%0.55%
Fund size (AUM)$2.1B$1.5B
Since20162005
Dividend yield1.48%1.83%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+28.2%
CAGR 3Y+17.2%+21.3%
CAGR 5Y+8.5%+12.7%
Sharpe 3Y1.051.28
Volatility 1Y10.74%9.39%
Max drawdown-36.99%-37.67%

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

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