IVV vs NWLG
iShares Core S&P 500 ETF vs Nuveen Winslow Large-Cap Growth ESG ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NWLG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.65% | |
| AUM | $907.0B | $9M | |
| Dividend Yield | 1.10% | 0.00% | |
| Holdings | 508 | 42 | |
| YTD Return | +12.71% | -22.39% | |
| 1Y Return | +21.89% | +7.45% | |
| 3Y Return (annualized) | +22.08% | +13.26% | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 21.3% | |
| Max Drawdown | -56.5% | -39.9% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 4, 2021 |
IVV vs NWLG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is a ETF from Nuveen. Over the past year IVV returned +21.89% while NWLG returned +7.45%. Year to date, IVV is up 12.71% versus a loss of 22.39% for NWLG.
Over three years, IVV compounded at +22.08% per year against +13.26% for NWLG. Across the full 5-year window we track, IVV has the edge at +7.00% annualized vs +3.38%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NWLG has been the more volatile fund, with annualized monthly volatility of 21.3% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -56.5% for IVV and -39.9% for NWLG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while NWLG charges 0.65%. On a $10,000 position that is $3 vs $65 annually, a gap of $62 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.00% for NWLG.
Holdings Overlap
IVV and NWLG share 35 holdings out of 509 unique holdings combined, representing a 40.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NWLG?
IVV has an expense ratio of 0.03% while NWLG charges 0.65%. IVV is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, IVV or NWLG?
Over the past year IVV returned +21.89% vs +7.45% for NWLG, so IVV leads on 1-year performance. Over the longest common window we track (5 years), IVV annualized +7.00% vs +3.38% for NWLG. Past performance does not guarantee future results.
Which is riskier, IVV or NWLG?
NWLG has been the more volatile fund at 21.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NWLG -39.9%.
Should I hold both IVV and NWLG?
IVV and NWLG have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NWLG?
IVV and NWLG share 35 common holdings with a 40.8% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, IVV or NWLG?
IVV yields 1.10% while NWLG yields 0.00%, so IVV currently pays the higher dividend yield.
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