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NUSA vs NUMV
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
- NUSA costs 0.17% less per year.
- NUMV is significantly larger than NUSA — larger funds tend to be more liquid and less likely to close.
- NUSA is classified as fixed income, while NUMV is equity — different risk/return profiles.
- Over the last 3 years, NUMV has delivered higher annualized returns.
Side-by-side comparison
| NUSA | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.14% | 0.31% |
| Fund size (AUM) | $34M | $431M |
| Since | 2017 | 2016 |
| Dividend yield | 3.82% | 1.45% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +3.8% | +23.4% |
| CAGR 3Y | +4.2% | +16.6% |
| CAGR 5Y | +1.5% | +6.2% |
| Sharpe 3Y | 0.24 | 0.87 |
| Volatility 1Y | 1.85% | 12.62% |
| Max drawdown | -9.44% | -43.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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