Correlation
The correlation between NUMV and NULG is 0.77, 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.
NUMV vs. NULG
Compare and contrast key facts about Nuveen ESG Mid-Cap Value ETF (NUMV) and Nuveen ESG Large-Cap Growth ETF (NULG).
NUMV and NULG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NUMV is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Mid Cap Value. It was launched on Dec 13, 2016. NULG is a passively managed fund by Nuveen that tracks the performance of the MSCI TIAA ESG USA Large Cap Growth. It was launched on Dec 13, 2016. Both NUMV and NULG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUMV or NULG.
Performance
NUMV vs. NULG - Performance Comparison
Loading data...
Key characteristics
NUMV:
0.31
NULG:
0.66
NUMV:
0.75
NULG:
1.06
NUMV:
1.10
NULG:
1.14
NUMV:
0.39
NULG:
0.70
NUMV:
1.26
NULG:
2.28
NUMV:
6.10%
NULG:
6.86%
NUMV:
17.50%
NULG:
24.33%
NUMV:
-43.46%
NULG:
-36.17%
NUMV:
-7.49%
NULG:
-1.95%
Returns By Period
In the year-to-date period, NUMV achieves a -0.00% return, which is significantly lower than NULG's 3.67% return.
NUMV
-0.00%
2.14%
-7.12%
5.33%
3.81%
10.61%
N/A
NULG
3.67%
6.83%
-0.13%
15.87%
19.85%
16.53%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NUMV vs. NULG - Expense Ratio Comparison
NUMV has a 0.30% expense ratio, which is higher than NULG's 0.25% expense ratio.
Risk-Adjusted Performance
NUMV vs. NULG — Risk-Adjusted Performance Rank
NUMV
NULG
NUMV vs. NULG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Mid-Cap Value ETF (NUMV) and Nuveen ESG Large-Cap Growth ETF (NULG). 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.
Loading data...
Dividends
NUMV vs. NULG - Dividend Comparison
NUMV's dividend yield for the trailing twelve months is around 1.81%, more than NULG's 0.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
NUMV Nuveen ESG Mid-Cap Value ETF | 1.81% | 1.81% | 2.20% | 5.78% | 6.62% | 1.38% | 2.40% | 4.01% | 0.83% |
NULG Nuveen ESG Large-Cap Growth ETF | 0.15% | 0.16% | 0.43% | 0.40% | 5.08% | 2.68% | 1.10% | 3.73% | 0.61% |
Drawdowns
NUMV vs. NULG - Drawdown Comparison
The maximum NUMV drawdown since its inception was -43.46%, which is greater than NULG's maximum drawdown of -36.17%. Use the drawdown chart below to compare losses from any high point for NUMV and NULG.
Loading data...
Volatility
NUMV vs. NULG - Volatility Comparison
Nuveen ESG Mid-Cap Value ETF (NUMV) and Nuveen ESG Large-Cap Growth ETF (NULG) have volatilities of 5.20% and 5.07%, 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.
Loading data...