Screener
SUSA vs NULC
iShares ESG Optimized MSCI USA ETF vs Nuveen ESG Large-Cap ETF
Key differences
- SUSA is significantly larger than NULC — larger funds tend to be more liquid and less likely to close.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SUSA | NULC | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.21% |
| Fund size (AUM) | $3.8B | $57M |
| Since | 2005 | 2019 |
| Dividend yield | 0.88% | 0.87% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.9% | +27.5% |
| CAGR 3Y | +21.2% | +21.6% |
| CAGR 5Y | +12.3% | +11.9% |
| Sharpe 3Y | 1.13 | 1.16 |
| Volatility 1Y | 12.47% | 12.86% |
| Max drawdown | -32.93% | -34.86% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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