NUMV vs. XJH
Compare and contrast key facts about Nuveen ESG Mid-Cap Value ETF (NUMV) and iShares ESG Screened S&P Mid-Cap ETF (XJH).
NUMV and XJH 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. XJH is a passively managed fund by iShares that tracks the performance of the S&P MidCap 400 Sustainability Screened Index. It was launched on Sep 22, 2020. Both NUMV and XJH 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 XJH.
Correlation
The correlation between NUMV and XJH is 0.80, 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.
Performance
NUMV vs. XJH - Performance Comparison
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Key characteristics
NUMV:
9.44%
XJH:
11.12%
NUMV:
-0.69%
XJH:
-0.49%
NUMV:
0.00%
XJH:
-0.18%
Returns By Period
NUMV
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XJH
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NUMV vs. XJH - Expense Ratio Comparison
NUMV has a 0.30% expense ratio, which is higher than XJH's 0.12% expense ratio.
Risk-Adjusted Performance
NUMV vs. XJH — Risk-Adjusted Performance Rank
NUMV
XJH
NUMV vs. XJH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Mid-Cap Value ETF (NUMV) and iShares ESG Screened S&P Mid-Cap ETF (XJH). 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.
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Dividends
NUMV vs. XJH - Dividend Comparison
Neither NUMV nor XJH has paid dividends to shareholders.
Drawdowns
NUMV vs. XJH - Drawdown Comparison
The maximum NUMV drawdown since its inception was -0.69%, which is greater than XJH's maximum drawdown of -0.49%. Use the drawdown chart below to compare losses from any high point for NUMV and XJH. For additional features, visit the drawdowns tool.
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Volatility
NUMV vs. XJH - Volatility Comparison
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