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NUMG vs ESGU

Nuveen ESG Mid-Cap Growth ETF vs iShares ESG Aware MSCI USA ETF

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

ESGU

iShares ESG Aware MSCI USA ETF

iShares

Annual cost

0.15%

Fund size

$16.6B

Key differences

  • ESGU costs 0.16% less per year.
  • ESGU is significantly larger than NUMG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, ESGU has delivered higher annualized returns.

Side-by-side comparison

NUMGESGU
Annual cost (TER)0.31%0.15%
Fund size (AUM)$354M$16.6B
Since20162016
Dividend yield0.01%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.0%+30.6%
CAGR 3Y+7.6%+22.6%
CAGR 5Y+1.0%+13.3%
Sharpe 3Y0.291.19
Volatility 1Y17.95%12.30%
Max drawdown-38.85%-33.87%

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

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