NVLIX vs. ESGV
Compare and contrast key facts about Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Vanguard ESG U.S. Stock ETF (ESGV).
NVLIX is managed by Nuveen. It was launched on May 15, 2009. ESGV is a passively managed fund by Vanguard that tracks the performance of the FTSE US All Cap Choice Index. It was launched on Sep 18, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVLIX or ESGV.
Correlation
The correlation between NVLIX and ESGV is 0.90, 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
NVLIX vs. ESGV - Performance Comparison
Key characteristics
NVLIX:
-0.16
ESGV:
0.46
NVLIX:
-0.03
ESGV:
0.81
NVLIX:
1.00
ESGV:
1.12
NVLIX:
-0.14
ESGV:
0.48
NVLIX:
-0.35
ESGV:
1.78
NVLIX:
12.64%
ESGV:
5.54%
NVLIX:
28.02%
ESGV:
20.56%
NVLIX:
-45.45%
ESGV:
-33.66%
NVLIX:
-19.99%
ESGV:
-8.87%
Returns By Period
In the year-to-date period, NVLIX achieves a -5.35% return, which is significantly lower than ESGV's -4.85% return.
NVLIX
-5.35%
6.35%
-17.52%
-4.55%
6.36%
2.41%
ESGV
-4.85%
4.21%
-6.14%
9.39%
14.99%
N/A
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NVLIX vs. ESGV - Expense Ratio Comparison
NVLIX has a 0.83% expense ratio, which is higher than ESGV's 0.09% expense ratio.
Risk-Adjusted Performance
NVLIX vs. ESGV — Risk-Adjusted Performance Rank
NVLIX
ESGV
NVLIX vs. ESGV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Vanguard ESG U.S. Stock ETF (ESGV). 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.
Dividends
NVLIX vs. ESGV - Dividend Comparison
NVLIX has not paid dividends to shareholders, while ESGV's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVLIX Nuveen Winslow Large-Cap Growth ESG Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% | 0.07% | 0.23% | 0.09% | 0.01% |
ESGV Vanguard ESG U.S. Stock ETF | 1.15% | 1.05% | 1.16% | 1.42% | 0.95% | 1.11% | 1.27% | 0.28% | 0.00% | 0.00% | 0.00% |
Drawdowns
NVLIX vs. ESGV - Drawdown Comparison
The maximum NVLIX drawdown since its inception was -45.45%, which is greater than ESGV's maximum drawdown of -33.66%. Use the drawdown chart below to compare losses from any high point for NVLIX and ESGV. For additional features, visit the drawdowns tool.
Volatility
NVLIX vs. ESGV - Volatility Comparison
Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 8.36% compared to Vanguard ESG U.S. Stock ETF (ESGV) at 7.20%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than ESGV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.