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SSPY vs NULC

Stratified LargeCap Index ETF vs Nuveen ESG Large-Cap ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

NULC

Nuveen ESG Large-Cap ETF

Annual cost

0.21%

Fund size

$75M

Key differences

Both SSPY and NULC are equity ETFs. SSPY charges 0.45% a year and NULC 0.21%. The main difference: NULC costs 0.24% less per year.

  • NULC costs 0.24% less per year.
  • Over the last three years, NULC has delivered higher annualized returns.

Side-by-side comparison

SSPYNULC
Annual cost (TER)0.45%0.21%
Fund size (AUM)$125M$75M
Since20192019
Dividend yield1.26%0.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+23.3%
CAGR 3Y+14.9%+20.9%
CAGR 5Y+9.2%+11.1%
Sharpe 3Y0.841.11
Volatility 1Y10.78%13.31%
Max drawdown-36.67%-34.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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