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NUMV vs DFSU
Nuveen ESG Mid-Cap Value ETF vs Dimensional US Sustainability Core 1 ETF
Key differences
Both NUMV and DFSU are equity ETFs. NUMV charges 0.31% a year and DFSU 0.15%. The main difference: NUMV follows a index tracking strategy; DFSU uses active selection.
- NUMV follows a index tracking strategy; DFSU uses active selection.
- DFSU costs 0.16% less per year.
- DFSU is much larger than NUMV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, DFSU has delivered higher annualized returns.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NUMV | DFSU | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.15% |
| Fund size (AUM) | $540M | $2.2B |
| Since | 2016 | 2022 |
| Dividend yield | 1.41% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.3% | +21.9% |
| CAGR 3Y | +18.2% | +20.9% |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.96 | 1.06 |
| Volatility 1Y | 12.53% | 13.21% |
| Max drawdown | -43.46% | -19.88% |
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