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NUMG vs USXF

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

NUMG

Nuveen ESG Mid-Cap Growth ETF

Nuveen

Annual cost

0.31%

Fund size

$354M

USXF

iShares ESG Advanced MSCI USA ETF

iShares

Annual cost

0.10%

Fund size

$1.3B

Key differences

  • USXF costs 0.21% less per year.
  • USXF is significantly larger than NUMG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, USXF has delivered higher annualized returns.

Side-by-side comparison

NUMGUSXF
Annual cost (TER)0.31%0.10%
Fund size (AUM)$354M$1.3B
Since20162020
Dividend yield0.01%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y-1.0%+35.8%
CAGR 3Y+7.6%+27.2%
CAGR 5Y+1.0%+15.8%
Sharpe 3Y0.291.21
Volatility 1Y17.95%16.19%
Max drawdown-38.85%-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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