NWLG vs VTI
Nuveen Winslow Large-Cap Growth ESG ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | NWLG | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $9M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 42 | 3,543 | |
| YTD Return | -22.39% | +13.14% | |
| 1Y Return | +7.45% | +22.35% | |
| 3Y Return (annualized) | +13.26% | +21.83% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 21.3% | 15.3% | |
| Max Drawdown | -39.9% | -56.6% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 4, 2021 | May 24, 2001 |
NWLG vs VTI Performance
Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is a ETF from Nuveen and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NWLG returned +7.45% while VTI returned +22.35%. Year to date, NWLG is down 22.39% versus a gain of 13.14% for VTI.
Over three years, NWLG compounded at +13.26% per year against +21.83% for VTI. Across the full 5-year window we track, VTI has the edge at +8.09% 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 15.3% for VTI. 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 -56.6% for VTI. 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 VTI 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 1.07% for VTI.
Holdings Overlap
NWLG and VTI share 36 holdings out of 2790 unique holdings combined, representing a 34.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NWLG or VTI?
NWLG has an expense ratio of 0.65% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, NWLG or VTI?
Over the past year NWLG returned +7.45% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), NWLG annualized +3.38% vs +8.09% for VTI. Past performance does not guarantee future results.
Which is riskier, NWLG or VTI?
NWLG has been the more volatile fund at 21.3% annualized versus 15.3% for VTI. Worst drawdown: NWLG -39.9% vs VTI -56.6%.
Should I hold both NWLG and VTI?
NWLG and VTI 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 VTI?
NWLG and VTI share 36 common holdings with a 34.8% weight overlap. Combined, they hold 2790 unique securities.
Which pays a higher dividend, NWLG or VTI?
NWLG yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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