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NULV vs USXF

Nuveen ESG Large-Cap Value ETF vs iShares ESG Advanced MSCI USA ETF

NULV

Nuveen ESG Large-Cap Value ETF

Nuveen

Annual cost

0.26%

Fund size

$2.1B

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.16% less per year.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

NULVUSXF
Annual cost (TER)0.26%0.10%
Fund size (AUM)$2.1B$1.3B
Since20162020
Dividend yield1.48%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.8%+33.3%
CAGR 3Y+17.2%+27.2%
CAGR 5Y+8.5%+15.3%
Sharpe 3Y1.051.21
Volatility 1Y10.74%16.12%
Max drawdown-36.99%-29.54%

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

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