NUDV vs. FITLX

In the year-to-date period, NUDV achieves a 1.76% return, which is significantly higher than FITLX's 1.00% return.

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NUDV has a 0.26% expense ratio, which is higher than FITLX's 0.11% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) and Fidelity US Sustainability Index Fund (FITLX). 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.

The current NUDV Sharpe Ratio is 0.95, which is higher than the FITLX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of NUDV and FITLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NUDV's dividend yield for the trailing twelve months is around 9.40%, more than FITLX's 1.28% yield.

The maximum NUDV drawdown since its inception was -20.10%, smaller than the maximum FITLX drawdown of -34.35%. Use the drawdown chart below to compare losses from any high point for NUDV and FITLX.

Nuveen ESG Dividend ETF (NUDV) and Fidelity US Sustainability Index Fund (FITLX) have volatilities of 4.76% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.