Compare/IVV vs NULG

IVV vs NULG — ETF Comparison

iShares Core S&P 500 ETF (IVV) and Nuveen ESG Large-Cap Growth (NULG) differ in expense ratio (0.03% vs 0.26%) and AUM ($878.19B vs $2.95B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

IVV wins on 8 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($878.19B).

Basic Information

Metric
IVV
NULG
Fund Name
iShares Core S&P 500 ETF
Nuveen ESG Large-Cap Growth
Issuer
iShares
Nuveen
Inception Date
May 15, 2000
Dec 13, 2016
Expense Ratio
0.03%
0.26%
AUM
$878.19B
$2.95B
Holdings Count
504
78
Current Price
$763.58
$109.17
Today's Change
-0.49%
-0.36%
Dividend Yield
1.09%
0.12%

Performance Comparison

Period
IVV
NULG
1M
-0.96%
-3.99%
3M
+2.79%
-2.13%
6M
+6.23%
+3.96%
YTD
+11.23%
+11.24%
1Y
+12.16%
+7.98%
3Y
+81.94%
+85.71%
5Y
+66.92%
+55.36%

Top Holdings

3 overlapping holdings in top 10

IVV Holdings
NVDANVIDIA
7.76%
AAPLAPPLE
7.68%
MSFTMICROSOFT
5.85%
AMZNAMAZON.COM INC
3.71%
GOOGLALPHABET CLASS A
2.88%
AVGOBROADCOM INC
2.32%
GOOGALPHABET CLASS C
2.30%
METAMETA PLATFORMS CLASS A
2.16%
TSLATESLA INC
1.60%
LLYELI LILLY
1.58%
NULG Holdings
NVDANVIDIA CORP
16.27%
AVGOBROADCOM INC
5.41%
LLYELI LILLY AND COMPANY
4.64%
AMDADVANCED MICRO DEVICES
3.83%
VVISA INC
3.65%
PANWPALO ALTO NETWORKS INC
2.20%
CATCATERPILLAR, INC.
2.01%
NFLXNETFLIX.COM INC.
1.97%
AMATAPPLIED MATERIALS, INC.
1.91%
LRCXLAM RESEARCH CORP
1.89%

Sector Allocation

IVV Sectors
Information Technology37.47%
Financials12.05%
Health Care9.92%
Communication9.20%
Consumer Discretionary8.94%
Industrials8.01%
Consumer Staples4.94%
Energy3.72%
Utilities2.03%
Real Estate1.75%
Materials1.70%
Cash and/or Derivatives0.26%
NULG Sectors
Technology49.33%
Consumer Cyclical13.64%
Healthcare10.41%
Industrials10.23%
Financial Services5.44%
Communication Services4.40%
Real Estate2.96%
Basic Materials2.42%
Consumer Defensive0.81%
Cash & Others0.32%
Energy0.04%

Frequently Asked Questions

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