EGUS vs. NWLG

Last updated Jun 4, 2026

EGUS (Ishares ESG Aware MSCI USA Growth ETF) and NWLG (Nuveen Winslow Large-Cap Growth ESG ETF) are both Large Cap Growth Equities funds. EGUS is passively managed, while NWLG is actively managed. Their correlation of 0.94 suggests significant overlap in exposure. EGUS charges 0.18%/yr vs 0.64%/yr for NWLG.

Performance

EGUS vs. NWLG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Nuveen Winslow Large-Cap Growth ESG ETF (NWLG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

EGUS

• 1D: -1.06%
• 1M: 8.21%
• YTD: 12.08%
• 6M: 11.25%
• 1Y: 32.26%
• 3Y*: 26.92%
• 5Y*: —
• 10Y*: —

NWLG

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EGUS vs. NWLG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
EGUS Ishares ESG Aware MSCI USA Growth ETF	12.08%	19.02%	32.85%	27.00%
NWLG Nuveen Winslow Large-Cap Growth ESG ETF	-10.63%	13.21%	29.17%	27.99%

Correlation

The correlation between EGUS and NWLG is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.84
Correlation (3Y) Calculated over the trailing 3-year period	0.93
Correlation (All Time) Calculated using the full available price history since Feb 3, 2023	0.94

The correlation between EGUS and NWLG has been stable across timeframes, ranging from 0.84 to 0.94 - a consistent structural relationship.

EGUS vs. NWLG - Sectors Allocation Comparison

Sectors	EGUS	NWLG
Technology	59.1%	48.0%
Consumer Cyclical	13.9%	10.3%
Industrials	6.8%	12.4%
Communication Services	6.6%	14.7%
Healthcare	5.9%	6.7%
Financial Services	4.3%	5.9%
Real Estate	1.3%	-
Energy	1.1%	-
Basic Materials	0.7%	1.0%
Consumer Defensive	0.2%	1.0%
Utilities	0.2%	-

Return for Risk

EGUS vs. NWLG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EGUS

EGUS Risk / Return Rank: 51
EGUS Sharpe Ratio Rank: 59
EGUS Sortino Ratio Rank: 55
EGUS Omega Ratio Rank: 55
EGUS Calmar Ratio Rank: 42
EGUS Martin Ratio Rank: 43

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EGUS vs. NWLG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) and Nuveen Winslow Large-Cap Growth ESG ETF (NWLG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	EGUS	NWLG	Difference
Sharpe ratio: Return per unit of total volatility	1.99	—	—
Sortino ratio: Return per unit of downside risk	2.64	—	—
Omega ratio: Gain probability vs. loss probability	1.34	—	—
Calmar ratio: Return relative to maximum drawdown	2.07	—	—
Martin ratio: Return relative to average drawdown	7.03	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	EGUS	NWLG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.99	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.45	—	—

Drawdowns

Drawdown Indicators

	EGUS	NWLG	Difference
Max Drawdown Largest peak-to-trough decline	-24.87%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-15.66%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.87%	—	—
Current Drawdown Current decline from peak	-1.06%	—	—
Average Drawdown Average peak-to-trough decline	-3.37%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	4.60%	—	—

Volatility

Volatility by Period

	EGUS	NWLG	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.98%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.67%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	16.34%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.15%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.15%	—	—

EGUS vs. NWLG - Expense Ratio Comparison

EGUS has a 0.18% expense ratio, which is lower than NWLG's 0.64% expense ratio.

Dividends

EGUS vs. NWLG - Dividend Comparison

EGUS's dividend yield for the trailing twelve months is around 0.19%, less than NWLG's 15.71% yield.

Position	TTM	2025	2024	2023
EGUS Ishares ESG Aware MSCI USA Growth ETF	0.19%	0.22%	0.25%	0.36%
NWLG Nuveen Winslow Large-Cap Growth ESG ETF	15.71%	0.00%	0.00%	0.02%

Frequently Asked Questions

Can I hold both EGUS and NWLG in my portfolio?

EGUS and NWLG have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, EGUS or NWLG?

On fees, EGUS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, EGUS or NWLG?

EGUS is cheaper with a 0.18% expense ratio, compared with 0.64% for NWLG.

Which ETF pays a higher dividend yield, EGUS or NWLG?

NWLG has the higher dividend yield at 15.71%, compared with 0.19% for EGUS.

What is the main difference between EGUS and NWLG?

They also come from different issuers: iShares and Nuveen. Their fees differ too: 0.18% for EGUS and 0.64% for NWLG.