NULV vs VXUS
Nuveen ESG Large-Cap Value ETF vs Vanguard Total International Stock ETF
Which is better, NULV or VXUS?
Large Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. NULV led over 1Y, 5Y and the full window, VXUS over 3Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | NULV | VXUS |
|---|---|---|
| Expense Ratio | 0.26% | 0.05%Best |
| AUM | $2.5B | $158.1B |
| Dividend Yield | 1.37% | 2.51% |
| Holdings | 102 | 8,747 |
| YTD Return | +16.87%Best | +12.82% |
| 1Y Return | +23.91%Best | +19.86% |
| 3Y Return (annualized) | +17.54% | +19.33%Best |
| 5Y Return (annualized) | +9.84%Best | +9.46% |
| Volatility (annualized) | 15.4% | 15.1%Best |
| Max Drawdown | -37.0%Best | -39.9% |
| $10,000 over 5 years | $15,988Best | $15,714 |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Dec 13, 2016 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Dec 14, 2016 to Sep 18, 2026 (9.8 years).
NULV vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.8 years both funds cover.
NULV vs VXUS Performance
Nuveen ESG Large-Cap Value ETF (NULV) is an ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NULV returned +23.91% while VXUS returned +19.86%. Year to date, NULV is up 16.87% versus a gain of 12.82% for VXUS.
Over three years, NULV compounded at +17.54% per year against +19.33% for VXUS; over five years the annualized figures are +9.84% and +9.46% respectively. Across the full 10-year window we track, NULV has the edge at +10.30% annualized vs +8.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NULV has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.1% for VXUS. 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 -37.0% for NULV and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NULV charges 0.26% per year while VXUS charges 0.05%. On a $10,000 position that is $26 vs $5 annually, a gap of $21 per year that compounds over a long holding period. On income, NULV currently yields 1.37% against 2.51% for VXUS.
Holdings Overlap
At least 1.2% of NULV's money is in holdings VXUS also owns.
Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
NULV and VXUS share little of their money.
2 positions in common, counted across the 127 positions we hold weights for in NULV and 8,082 in VXUS, against full books of 102 and 8,747.
You are not choosing between two funds in isolation.
Whichever of NULV and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NULV or VXUS?
NULV has an expense ratio of 0.26% while VXUS charges 0.05%. VXUS is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, NULV or VXUS?
Over the past year NULV returned +23.91% vs +19.86% for VXUS, so NULV leads on 1-year performance. Over the longest common window we track (10 years), NULV annualized +10.30% vs +8.41% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NULV or VXUS?
NULV has been the more volatile fund at 15.4% annualized versus 15.1% for VXUS. Worst drawdown: NULV -37.0% vs VXUS -39.9%.
Should I hold both NULV and VXUS?
NULV and VXUS have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between NULV and VXUS?
At least 1.2% of NULV's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 127 positions we hold weights for in NULV and 8,082 in VXUS.
Which pays a higher dividend, NULV or VXUS?
NULV yields 1.37% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than NULV?
VXUS has a lower expense ratio. NULV led over 1Y, 5Y and the full window, VXUS over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.