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PWV vs NUSC

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

PWV

Invesco Dynamic Large Cap Value ETF

Invesco

Annual cost

0.55%

Fund size

$1.5B

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

Key differences

  • NUSC costs 0.24% less per year.
  • Over the last 3 years, PWV has delivered higher annualized returns.
  • PWV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PWVNUSC
Annual cost (TER)0.55%0.31%
Fund size (AUM)$1.5B$1.3B
Since20052016
Dividend yield1.83%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.2%+26.8%
CAGR 3Y+21.3%+13.3%
CAGR 5Y+12.7%+4.5%
Sharpe 3Y1.280.55
Volatility 1Y9.39%17.19%
Max drawdown-37.67%-41.49%

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

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