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NUMV vs EVUS

Nuveen ESG Mid-Cap Value ETF vs Ishares ESG Aware MSCI USA Value ETF

NUMV

Nuveen ESG Mid-Cap Value ETF

Nuveen

Annual cost

0.31%

Fund size

$431M

EVUS

Ishares ESG Aware MSCI USA Value ETF

iShares

Annual cost

0.18%

Fund size

$309M

Key differences

  • EVUS costs 0.13% less per year.
  • NUMV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NUMVEVUS
Annual cost (TER)0.31%0.18%
Fund size (AUM)$431M$309M
Since20162023
Dividend yield1.45%1.59%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+24.9%+25.3%
CAGR 3Y+16.7%+16.3%
CAGR 5Y+6.7%N/A
Sharpe 3Y0.880.98
Volatility 1Y12.62%10.61%
Max drawdown-43.46%-15.65%

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

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