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PY vs NULV
Principal Value ETF vs Nuveen ESG Large-Cap Value ETF
Key differences
- PY costs 0.11% less per year.
- NULV is significantly larger than PY — larger funds tend to be more liquid and less likely to close.
- PY follows a active selection strategy; NULV uses index tracking.
- Over the last 3 years, NULV has delivered higher annualized returns.
Side-by-side comparison
| PY | NULV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.26% |
| Fund size (AUM) | $212M | $2.1B |
| Since | 2016 | 2016 |
| Dividend yield | 2.15% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.5% | +27.8% |
| CAGR 3Y | +13.5% | +17.2% |
| CAGR 5Y | +7.8% | +8.5% |
| Sharpe 3Y | 0.73 | 1.05 |
| Volatility 1Y | 10.72% | 10.74% |
| Max drawdown | -45.44% | -36.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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