Screener
NUMV vs DFSI
Nuveen ESG Mid-Cap Value ETF vs Dimensional International Sustainability Core 1 ETF
Key differences
Both NUMV and DFSI are equity ETFs. NUMV charges 0.31% a year and DFSI 0.24%. The main difference: NUMV follows a index tracking strategy; DFSI uses active selection.
- NUMV follows a index tracking strategy; DFSI uses active selection.
- NUMV covers North America; DFSI covers global markets excluding the US.
- DFSI costs 0.07% less per year.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NUMV | DFSI | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.24% |
| Fund size (AUM) | $540M | $1.1B |
| Since | 2016 | 2022 |
| Dividend yield | 1.41% | 2.11% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.3% | +16.6% |
| CAGR 3Y | +18.2% | +17.3% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.96 | 0.91 |
| Volatility 1Y | 12.53% | 15.11% |
| Max drawdown | -43.46% | -12.82% |
Similar to NUMV and DFSI
Explore further