NWLG vs VOO
Nuveen Winslow Large-Cap Growth ESG ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | NWLG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $9M | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 42 | 509 | |
| YTD Return | -22.39% | +12.68% | |
| 1Y Return | +7.45% | +21.87% | |
| 3Y Return (annualized) | +13.26% | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 21.3% | 14.1% | |
| Max Drawdown | -39.9% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 4, 2021 | Sep 7, 2010 |
NWLG vs VOO Performance
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NWLG returned +7.45% while VOO returned +21.87%. Year to date, NWLG is down 22.39% versus a gain of 12.68% for VOO.
Over three years, NWLG compounded at +13.26% per year against +22.06% for VOO. Across the full 5-year window we track, VOO has the edge at +13.47% 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 14.1% for VOO. 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 -39.9% for NWLG and -34.3% for VOO. 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
NWLG charges 0.65% per year while VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, NWLG currently yields 0.00% against 1.08% for VOO.
Holdings Overlap
NWLG and VOO share 35 holdings out of 509 unique holdings combined, representing a 39.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NWLG or VOO?
NWLG has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, NWLG or VOO?
Over the past year NWLG returned +7.45% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), NWLG annualized +3.38% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, NWLG or VOO?
NWLG has been the more volatile fund at 21.3% annualized versus 14.1% for VOO. Worst drawdown: NWLG -39.9% vs VOO -34.3%.
Should I hold both NWLG and VOO?
NWLG and VOO 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 NWLG and VOO?
NWLG and VOO share 35 common holdings with a 39.5% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, NWLG or VOO?
NWLG yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.