NUDV vs. VTV

Last updated Jun 4, 2026

NUDV (Nuveen ESG Dividend ETF) and VTV (Vanguard Value ETF) are both Large Cap Value Equities funds - NUDV tracks the Nuveen ESG USA High Dividend Yield Index while VTV tracks the CRSP US Large Cap Value Index. Both are passively managed. Over the past 3 years, NUDV returned 15.87%/yr vs 18.28%/yr for VTV. With a 0.95 correlation, they move nearly in lockstep. NUDV charges 0.26%/yr vs 0.04%/yr for VTV.

Performance

NUDV vs. VTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen ESG Dividend ETF (NUDV) and Vanguard Value ETF (VTV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, NUDV achieves a 9.63% return, which is significantly lower than VTV's 12.30% return.

NUDV

• 1D: -0.72%
• 1M: 1.42%
• YTD: 9.63%
• 6M: 10.03%
• 1Y: 18.63%
• 3Y*: 15.87%
• 5Y*: —
• 10Y*: —

VTV

• 1D: 0.01%
• 1M: 4.23%
• YTD: 12.30%
• 6M: 13.12%
• 1Y: 26.25%
• 3Y*: 18.28%
• 5Y*: 11.24%
• 10Y*: 12.48%

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

NUDV vs. VTV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
NUDV Nuveen ESG Dividend ETF	9.63%	10.77%	14.02%	10.13%	-7.83%	8.92%
VTV Vanguard Value ETF	12.30%	15.27%	15.95%	9.32%	-2.09%	8.00%

Correlation

The correlation between NUDV and VTV is 0.93, 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	0.93
Correlation (3Y) Calculated over the trailing 3-year period	0.95
Correlation (All Time) Calculated using the full available price history since Sep 29, 2021	0.95

The correlation between NUDV and VTV has been stable across timeframes, ranging from 0.93 to 0.95 - a consistent structural relationship.

NUDV vs. VTV - Sectors Allocation Comparison

Sectors	NUDV	VTV
Financial Services	23.2%	22.3%
Technology	13.2%	13.4%
Industrials	12.0%	14.0%
Healthcare	11.3%	14.5%
Consumer Defensive	10.5%	9.4%
Consumer Cyclical	6.7%	4.0%
Real Estate	5.8%	2.8%
Utilities	5.8%	5.2%
Energy	5.0%	8.1%
Communication Services	3.9%	3.3%
Basic Materials	2.7%	3.1%

Return for Risk

NUDV vs. VTV — Risk / Return Rank

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

NUDV

NUDV Risk / Return Rank: 55
NUDV Sharpe Ratio Rank: 52
NUDV Sortino Ratio Rank: 55
NUDV Omega Ratio Rank: 50
NUDV Calmar Ratio Rank: 57
NUDV Martin Ratio Rank: 57

VTV

VTV Risk / Return Rank: 79
VTV Sharpe Ratio Rank: 78
VTV Sortino Ratio Rank: 82
VTV Omega Ratio Rank: 77
VTV Calmar Ratio Rank: 79
VTV Martin Ratio Rank: 79

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.

NUDV vs. VTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) and Vanguard Value ETF (VTV). 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	VTV	Difference
Sharpe ratio: Return per unit of total volatility	1.81	2.61	-0.80
Sortino ratio: Return per unit of downside risk	2.66	3.74	-1.08
Omega ratio: Gain probability vs. loss probability	1.32	1.47	-0.15
Calmar ratio: Return relative to maximum drawdown	2.84	4.15	-1.31
Martin ratio: Return relative to average drawdown	10.08	15.69	-5.61
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

NUDV vs. VTV - Sharpe Ratio Comparison

The current NUDV Sharpe Ratio is 1.81, which is lower than the VTV Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of NUDV and VTV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	NUDV	VTV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.81	2.61	-0.80
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.81	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.64	0.51	+0.13

Drawdowns

NUDV vs. VTV - Drawdown Comparison

The maximum NUDV drawdown since its inception was -20.10%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for NUDV and VTV.

Drawdown Indicators

	NUDV	VTV	Difference
Max Drawdown Largest peak-to-trough decline	-20.10%	-59.27%	+39.17%
Max Drawdown (1Y) Largest decline over 1 year	-6.60%	-6.35%	-0.25%
Max Drawdown (3Y) Largest decline over 3 years	-16.48%	-14.52%	-1.96%
Max Drawdown (5Y) Largest decline over 5 years	—	-17.04%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.78%	—
Current Drawdown Current decline from peak	-0.72%	0.00%	-0.72%
Average Drawdown Average peak-to-trough decline	-4.92%	-7.87%	+2.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	1.68%	+0.17%

Volatility

NUDV vs. VTV - Volatility Comparison

Nuveen ESG Dividend ETF (NUDV) has a higher volatility of 2.71% compared to Vanguard Value ETF (VTV) at 2.52%. This indicates that NUDV's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	NUDV	VTV	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.71%	2.52%	+0.19%
Volatility (6M) Calculated over the trailing 6-month period	7.44%	7.55%	-0.11%
Volatility (1Y) Calculated over the trailing 1-year period	10.34%	10.11%	+0.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.97%	13.88%	+1.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.97%	16.67%	-1.70%

NUDV vs. VTV - Expense Ratio Comparison

NUDV has a 0.26% expense ratio, which is higher than VTV'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%.

Dividends

NUDV vs. VTV - Dividend Comparison

NUDV's dividend yield for the trailing twelve months is around 2.27%, more than VTV's 1.86% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NUDV Nuveen ESG Dividend ETF	2.27%	2.36%	6.18%	2.48%	2.96%	0.60%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTV Vanguard Value ETF	1.86%	2.05%	2.31%	2.46%	2.52%	2.15%	2.56%	2.50%	2.73%	2.29%	2.44%	2.60%

Frequently Asked Questions

Can I hold both NUDV and VTV in my portfolio?

With a correlation of 0.93, NUDV and VTV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, NUDV or VTV?

NUDV has higher volatility (2.71%) compared to VTV (2.52%). In terms of maximum drawdown, NUDV dropped -20.10% vs VTV's -59.27%.

Which ETF is better, NUDV or VTV?

On 3-year performance, VTV leads with 18.28% vs 15.87% for NUDV. On fees, VTV is cheaper at 0.04% per year. On volatility, VTV has been the lower-risk option at 2.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, NUDV or VTV?

Over the 3-year period, VTV has performed better with a 18.28% return vs 15.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, NUDV or VTV?

VTV is cheaper with a 0.04% expense ratio, compared with 0.26% for NUDV.

Which ETF pays a higher dividend yield, NUDV or VTV?

NUDV has the higher dividend yield at 2.27%, compared with 1.86% for VTV.

What is the main difference between NUDV and VTV?

NUDV tracks Nuveen ESG USA High Dividend Yield Index, while VTV tracks CRSP US Large Cap Value Index. They also come from different issuers: Nuveen and Vanguard. Their fees differ too: 0.26% for NUDV and 0.04% for VTV.

Which has better risk-adjusted returns?

VTV currently has the higher Sharpe Ratio (2.61 vs 1.81), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.