Screener
NUSC vs DFSU
Nuveen ESG Small-Cap ETF vs Dimensional US Sustainability Core 1 ETF
Key differences
Both NUSC and DFSU are equity ETFs. NUSC charges 0.31% a year and DFSU 0.15%. The main difference: NUSC follows a index tracking strategy; DFSU uses active selection.
- NUSC follows a index tracking strategy; DFSU uses active selection.
- DFSU costs 0.16% less per year.
- Over the last three years, DFSU has delivered higher annualized returns.
- NUSC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NUSC | DFSU | |
|---|---|---|
| Annual cost (TER) | 0.31% | 0.15% |
| Fund size (AUM) | $1.6B | $2.2B |
| Since | 2016 | 2022 |
| Dividend yield | 0.93% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.6% | +21.9% |
| CAGR 3Y | +14.2% | +20.9% |
| CAGR 5Y | +4.4% | N/A |
| Sharpe 3Y | 0.59 | 1.06 |
| Volatility 1Y | 17.28% | 13.21% |
| Max drawdown | -41.49% | -19.88% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.