NUMG vs VXUS
Nuveen ESG Mid-Cap Growth ETF vs Vanguard Total International Stock ETF
Which is better, NUMG or VXUS?
Mid Cap Growth against Large Cap Blend.
VXUS has a lower expense ratio. NUMG led over the full window, VXUS over 1Y, 3Y and 5Y.
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 | NUMG | VXUS |
|---|---|---|
| Expense Ratio | 0.31% | 0.05%Best |
| AUM | $355M | $158.1B |
| Dividend Yield | 0.01% | 2.51% |
| Holdings | 44 | 8,747 |
| YTD Return | -4.29% | +12.82%Best |
| 1Y Return | -7.70% | +19.86%Best |
| 3Y Return (annualized) | +6.75% | +19.33%Best |
| 5Y Return (annualized) | -1.63% | +9.46%Best |
| Volatility (annualized) | 19.7% | 15.1%Best |
| Max Drawdown | -39.0%Best | -39.9% |
| $10,000 over 5 years | $9,211 | $15,714Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Growth | 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).
NUMG 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.
NUMG vs VXUS Performance
Nuveen ESG Mid-Cap Growth ETF (NUMG) is an ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NUMG returned -7.70% while VXUS returned +19.86%. Year to date, NUMG is down 4.29% versus a gain of 12.82% for VXUS.
Over three years, NUMG compounded at +6.75% per year against +19.33% for VXUS; over five years the annualized figures are -1.63% and +9.46% respectively. Across the full 10-year window we track, NUMG has the edge at +8.77% annualized vs +8.41%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUMG has been the more volatile fund, with annualized monthly volatility of 19.7% 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 -39.0% for NUMG 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NUMG charges 0.31% per year while VXUS charges 0.05%. On a $10,000 position that is $31 vs $5 annually, a gap of $26 per year that compounds over a long holding period. On income, NUMG currently yields 0.01% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 45 holdings in NUMG and 8,082 in VXUS, totalling 99.9% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 45 positions we hold weights for in NUMG and 8,082 in VXUS, against full books of 44 and 8,747.
You are not choosing between two funds in isolation.
Whichever of NUMG 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, NUMG or VXUS?
NUMG has an expense ratio of 0.31% while VXUS charges 0.05%. VXUS is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, NUMG or VXUS?
Over the past year NUMG returned -7.70% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), NUMG annualized +8.77% vs +8.41% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUMG or VXUS?
NUMG has been the more volatile fund at 19.7% annualized versus 15.1% for VXUS. Worst drawdown: NUMG -39.0% vs VXUS -39.9%.
Should I hold both NUMG and VXUS?
NUMG and VXUS have a monthly-return correlation of 0.74, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, NUMG or VXUS?
NUMG yields 0.01% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than NUMG?
VXUS has a lower expense ratio. NUMG led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.