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NUMV vs USXF
Nuveen ESG Mid-Cap Value ETF vs iShares ESG Advanced MSCI USA ETF
Key differences
- USXF costs 0.21% less per year.
- USXF is significantly larger than NUMV — 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
| NUMV | USXF | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.10% |
| Fund size (AUM) | $431M | $1.3B |
| Since | 2016 | 2020 |
| Dividend yield | 1.45% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +23.4% | +35.8% |
| CAGR 3Y | +16.6% | +27.2% |
| CAGR 5Y | +6.2% | +15.8% |
| Sharpe 3Y | 0.87 | 1.21 |
| Volatility 1Y | 12.62% | 16.19% |
| Max drawdown | -43.46% | -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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