Nuveen ESG Mid-Cap Value ETF (NUMV) belongs to the Mid Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with NUMV. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NUMV
NUMV charges 0.31% annually. There are 16 ETFs in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value ETF | 0.05% | 36.60B | Aug 2006 | NUMV vs VOE | |
| iShares Morningstar Mid-Cap ETF | 0.06% | 1.14B | Jun 2004 | NUMV vs IMCV | |
| Research Affiliates Deletions ETF | 0.09% | 34.44M | Sep 2024 | NUMV vs NIXT | |
| Vanguard S&P Mid-Cap 400 Value ETF | 0.10% | 1.40B | Sep 2010 | NUMV vs IVOV | |
| WisdomTree U.S. Value Fund | 0.12% | 2.92B | Feb 2007 | NUMV vs WTV |
Best Risk-Adjusted Alternatives to NUMV
NUMV has a PortfoliosLab risk / return rank of 55. There are 18 ETFs in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 87 | 54.30M | Jul 2017 | NUMV vs EQRR | |
| Invesco S&P Ultra Dividend Revenue ETF | 78 | 1.19B | Oct 2013 | NUMV vs RDIV | |
| Bushido Capital US SMID Cap Equity ETF | 71 | — | May 2025 | NUMV vs RNIN | |
| Alpha Architect U.S. Quantitative Value ETF | 70 | 509.34M | Oct 2014 | NUMV vs QVAL | |
| First Trust Dorsey Wright Momentum & Value ETF | 70 | 44.83M | Sep 2018 | NUMV vs DVLU |
Top Performing NUMV Alternatives (YTD)
NUMV is at 9.23% YTD. There are 30 ETFs in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProShares Equities for Rising Rates ETF | 24.82% | 54.30M | Jul 2017 | NUMV vs EQRR | |
| Harbor Mid Cap Value ETF | 18.03% | 4.72M | May 2025 | NUMV vs EPMV | |
| Thrivent Mid Cap Value ETF | 17.39% | — | Feb 2020 | NUMV vs TMVE | |
| Research Affiliates Deletions ETF | 17.18% | 34.44M | Sep 2024 | NUMV vs NIXT | |
| iShares Russell Mid-Cap Value ETF | 15.78% | 15.43B | Jul 2001 | NUMV vs IWS |
Lowest Volatility Alternatives to NUMV
NUMV has 12.62% 1-year volatility. There are 14 ETFs in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 9.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Value Line Dividend Index Fund | 9.77% | 7.93B | Aug 2003 | NUMV vs FVD | |
| Global X Adaptive U.S. Factor ETF | 10.27% | 840.28M | Aug 2018 | NUMV vs AUSF | |
| SPDR S&P Dividend ETF | 10.45% | 21.15B | Nov 2005 | NUMV vs SDY | |
| Timothy Plan High Dividend Stock ETF | 10.63% | 341.43M | Apr 2019 | NUMV vs TPHD | |
| Global X SuperDividend U.S. ETF | 10.64% | 730.89M | Mar 2013 | NUMV vs DIV |
Lowest Drawdown Alternatives to NUMV
NUMV has a 1-year max drawdown of -8.71%. There are 27 ETFs in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.84%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Ultra Dividend Revenue ETF | -4.84% | 1.19B | Oct 2013 | NUMV vs RDIV | |
| ProShares Equities for Rising Rates ETF | -4.95% | 54.30M | Jul 2017 | NUMV vs EQRR | |
| Global X SuperDividend U.S. ETF | -5.23% | 730.89M | Mar 2013 | NUMV vs DIV | |
| Bushido Capital US SMID Cap Equity ETF | -5.70% | — | May 2025 | NUMV vs RNIN | |
| Global X Adaptive U.S. Factor ETF | -5.84% | 840.28M | Aug 2018 | NUMV vs AUSF |
Other ETFs from Nuveen
The 10 most viewed Nuveen ETFs shown here include NULG, NPFI, NUDV and span 9 categories. AUM among these funds goes as high as $3B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuveen ESG Large-Cap Growth ETF | Large Cap Growth Equities | 41 | 15.19% | 2.72B | Dec 2016 | NUMV vs NULG | |
| Nuveen Preferred And Income ETF | Preferred Stock/Convertible Bonds | 74 | 1.84% | 169.20M | Mar 2024 | NUMV vs NPFI | |
| Nuveen ESG Dividend ETF | Large Cap Value Equities | 62 | 10.55% | 46.27M | Sep 2021 | NUMV vs NUDV | |
| Nuveen AA-BBB CLO ETF | CLO | 57 | 2.12% | — | Dec 2024 | NUMV vs NCLO | |
| Nuveen Short-Term REIT ETF | REIT | 21 | 14.93% | 35.28M | Dec 2016 | NUMV vs NURE | |
| Nuveen ESG Small-Cap ETF | Small Cap Growth Equities | 54 | 13.66% | 1.25B | Dec 2016 | NUMV vs NUSC | |
| Nuveen ESG Large-Cap Value ETF | Large Cap Value Equities | 72 | 10.85% | 2.12B | Dec 2016 | NUMV vs NULV | |
| Nuveen ESG U.S. Aggregate Bond ETF | Intermediate Core Bond | 30 | 0.36% | 456.94M | Sep 2017 | NUMV vs NUBD | |
| Nuveen ESG Mid-Cap Growth ETF | Mid Cap Growth Equities | 6 | -6.21% | 364.87M | Dec 2016 | NUMV vs NUMG | |
| Nuveen Ultra Short Income ETF | Ultrashort Bond | 100 | 1.71% | 156.44M | Mar 2024 | NUMV vs NUSB |
Often Compared With NUMV
Investors most often compare NUMV with XJH, FDIS, AVUV. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.
Compare NUMV with Any Fund or Stock
Compare NUMV with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NUMV with funds that move differently
Nuveen ESG Mid-Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NUMV.
Explore NUMV Diversifiers