NWLG vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricNWLGVXUSWinner
Expense Ratio0.65%0.05%
AUM$9M$156.5B
Dividend Yield0.00%2.60%
Holdings428,747
YTD Return-22.39%+15.00%
1Y Return+7.45%+26.87%
3Y Return (annualized)+13.26%+19.79%
5Y Return (annualized)-+9.26%
Volatility (annualized)21.3%15.1%
Max Drawdown-39.9%-39.9%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionAug 4, 2021Jan 26, 2011

NWLG vs VXUS Performance

Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) is a ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NWLG returned +7.45% while VXUS returned +26.87%. Year to date, NWLG is down 22.39% versus a gain of 15.00% for VXUS.

Over three years, NWLG compounded at +13.26% per year against +19.79% for VXUS. Across the full 5-year window we track, VXUS has the edge at +4.88% 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 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 -39.9% for NWLG and -39.9% for VXUS. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NWLG charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, NWLG currently yields 0.00% against 2.60% for VXUS.

Holdings Overlap

0.3%overlap

NWLG and VXUS share 2 holdings out of 7898 unique holdings combined, representing a 0.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NWLGWeight in VXUSDifference
SHOP:CA1.76%0.33%1.43%
ORCL1.05%0.00%1.05%

Frequently Asked Questions

Which is cheaper, NWLG or VXUS?

NWLG has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, NWLG or VXUS?

Over the past year NWLG returned +7.45% vs +26.87% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), NWLG annualized +3.38% vs +4.88% for VXUS. Past performance does not guarantee future results.

Which is riskier, NWLG or VXUS?

NWLG has been the more volatile fund at 21.3% annualized versus 15.1% for VXUS. Worst drawdown: NWLG -39.9% vs VXUS -39.9%.

Should I hold both NWLG and VXUS?

NWLG and VXUS have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NWLG and VXUS?

NWLG and VXUS share 2 common holdings with a 0.3% weight overlap. Combined, they hold 7898 unique securities.

Which pays a higher dividend, NWLG or VXUS?

NWLG yields 0.00% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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