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PWV vs NULC

Invesco Dynamic Large Cap Value ETF vs Nuveen ESG Large-Cap ETF

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

NULC

Nuveen ESG Large-Cap ETF

Nuveen

Annual cost

0.21%

Fund size

$57M

Key differences

  • NULC costs 0.34% less per year.
  • PWV is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVNULC
Annual cost (TER)0.55%0.21%
Fund size (AUM)$1.5B$57M
Since20052019
Dividend yield1.83%0.87%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+25.8%
CAGR 3Y+21.3%+21.8%
CAGR 5Y+12.7%+11.5%
Sharpe 3Y1.281.17
Volatility 1Y9.39%12.88%
Max drawdown-37.67%-34.86%

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

Similar to PWV and NULC