NVLIX vs. ESGV

In the year-to-date period, NVLIX achieves a 0.15% return, which is significantly higher than ESGV's -0.44% return.

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NVLIX has a 0.83% expense ratio, which is higher than ESGV's 0.09% expense ratio.

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.

The current NVLIX Sharpe Ratio is 0.54, which is comparable to the ESGV Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of NVLIX and ESGV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NVLIX's dividend yield for the trailing twelve months is around 14.32%, more than ESGV's 1.10% yield.

The maximum NVLIX drawdown since its inception was -39.57%, 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.

Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 5.75% compared to Vanguard ESG U.S. Stock ETF (ESGV) at 5.14%. 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.