NUDV vs. SCHV
Compare and contrast key facts about Nuveen ESG Dividend ETF (NUDV) and Schwab U.S. Large-Cap Value ETF (SCHV).
NUDV and SCHV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUDV is a passively managed fund by Nuveen that tracks the performance of the Nuveen ESG USA High Dividend Yield Index. It was launched on Sep 27, 2021. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009. Both NUDV and SCHV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NUDV vs. SCHV - Performance Comparison
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NUDV vs. SCHV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NUDV Nuveen ESG Dividend ETF | 3.94% | 10.77% | 14.02% | 10.13% | -7.83% | 8.92% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.89% | 16.02% | 14.13% | 8.93% | -7.65% | 7.70% |
Returns By Period
The year-to-date returns for both stocks are quite close, with NUDV having a 3.94% return and SCHV slightly lower at 3.89%.
NUDV
- 1D
- 0.20%
- 1M
- -4.71%
- YTD
- 3.94%
- 6M
- 7.48%
- 1Y
- 13.48%
- 3Y*
- 13.06%
- 5Y*
- —
- 10Y*
- —
SCHV
- 1D
- 0.39%
- 1M
- -4.32%
- YTD
- 3.89%
- 6M
- 6.05%
- 1Y
- 17.64%
- 3Y*
- 14.46%
- 5Y*
- 9.37%
- 10Y*
- 10.62%
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NUDV vs. SCHV - Expense Ratio Comparison
NUDV has a 0.26% expense ratio, which is higher than SCHV's 0.04% 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%.
Return for Risk
NUDV vs. SCHV — Risk / Return Rank
NUDV
SCHV
NUDV vs. SCHV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) and Schwab U.S. Large-Cap Value ETF (SCHV). 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.
| NUDV | SCHV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.15 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.64 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.48 | -0.36 |
Martin ratioReturn relative to average drawdown | 4.97 | 6.91 | -1.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NUDV | SCHV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.15 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.65 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between NUDV and SCHV is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NUDV vs. SCHV - Dividend Comparison
NUDV's dividend yield for the trailing twelve months is around 2.40%, more than SCHV's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUDV Nuveen ESG Dividend ETF | 2.40% | 2.36% | 6.18% | 2.48% | 2.96% | 0.60% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHV Schwab U.S. Large-Cap Value ETF | 1.96% | 2.02% | 2.25% | 2.42% | 2.37% | 1.93% | 3.03% | 3.02% | 3.05% | 2.37% | 2.65% | 2.69% |
Drawdowns
NUDV vs. SCHV - Drawdown Comparison
The maximum NUDV drawdown since its inception was -20.10%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for NUDV and SCHV.
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Drawdown Indicators
| NUDV | SCHV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -37.08% | +16.98% |
Max Drawdown (1Y)Largest decline over 1 year | -11.81% | -11.93% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.08% | — |
Current DrawdownCurrent decline from peak | -4.85% | -4.58% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -3.86% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.55% | +0.10% |
Volatility
NUDV vs. SCHV - Volatility Comparison
The current volatility for Nuveen ESG Dividend ETF (NUDV) is 3.58%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 4.13%. This indicates that NUDV experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NUDV | SCHV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 4.13% | -0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 7.63% | 8.08% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.42% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.12% | 14.48% | +0.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.12% | 16.91% | -1.79% |