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SSPY vs NULV

Stratified LargeCap Index ETF vs Nuveen ESG Large-Cap Value ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

NULV

Nuveen ESG Large-Cap Value ETF

Annual cost

0.26%

Fund size

$2.7B

Key differences

Both SSPY and NULV are equity ETFs. SSPY charges 0.45% a year and NULV 0.26%. The main difference: NULV costs 0.19% less per year.

  • NULV costs 0.19% less per year.
  • NULV is much larger than SSPY. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, NULV has delivered higher annualized returns.

Side-by-side comparison

SSPYNULV
Annual cost (TER)0.45%0.26%
Fund size (AUM)$125M$2.7B
Since20192016
Dividend yield1.26%1.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.3%+25.5%
CAGR 3Y+14.9%+16.9%
CAGR 5Y+9.2%+8.5%
Sharpe 3Y0.841.03
Volatility 1Y10.78%10.86%
Max drawdown-36.67%-36.99%

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

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