IVV vs NULV — ETF Comparison
iShares Core S&P 500 ETF (IVV) and Nuveen ESG Large-Cap Value (NULV) differ in expense ratio (0.03% vs 0.26%) and AUM ($890.00B vs $2.59B). Here's how they compare across all key metrics.
Performance Comparison
Quick Verdict
NULV wins on 6 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($890.00B).
Basic Information
Metric
IVV
NULV
Fund Name
iShares Core S&P 500 ETF
Nuveen ESG Large-Cap Value
Issuer
iShares
Nuveen
Inception Date
May 15, 2000
Dec 13, 2016
Expense Ratio
0.03%
0.26%
AUM
$890.00B
$2.59B
Holdings Count
505
128
Current Price
$765.44
$54.31
Today's Change
-1.46%
-0.37%
Dividend Yield
1.09%
1.58%
Performance Comparison
Period
IVV
NULV
1M
-1.46%
+1.70%
3M
+3.11%
+6.45%
6M
+6.53%
+11.54%
YTD
+11.55%
+19.92%
1Y
+14.05%
+23.15%
3Y
+81.22%
+67.99%
5Y
+67.40%
+37.53%
Top Holdings
2 overlapping holdings in top 10
IVV Holdings
NVDANVIDIA
7.86%AAPLAPPLE
7.47%MSFTMICROSOFT
5.99%AMZNAMAZON.COM INC
3.74%GOOGLALPHABET CLASS A
3.07%GOOGALPHABET CLASS C
2.45%AVGOBROADCOM INC
2.45%METAMETA PLATFORMS CLASS A
2.43%MUMICRON TECHNOLOGY
1.57%TSLATESLA INC
1.53%NULV Holdings
MSFTMICROSOFT CORP
11.46%METAMETA PLATFORMS INC
5.09%CSCOCISCO SYSTEMS, INC.
2.49%KOCOCA COLA CO.
2.30%ABBVABBVIE INC.
2.07%PGPROCTER & GAMBLE CO/THE
1.83%CCITIGROUP, INC.
1.76%PFEPFIZER, INC.
1.69%MSMORGAN STANLEY
1.68%HPEHEWLETT-PACKARD ENTERPRIS
1.58%Sector Allocation
IVV Sectors
Information Technology39.61%
Financials11.39%
Communication9.75%
Health Care9.09%
Consumer Discretionary8.68%
Industrials7.98%
Consumer Staples4.53%
Energy3.54%
Utilities1.92%
Real Estate1.66%
Materials1.61%
Cash and/or Derivatives0.23%
NULV Sectors
Technology26.39%
Financial Services16.77%
Healthcare14.04%
Industrials11.43%
Communication Services8.85%
Consumer Defensive8.25%
Energy3.80%
Real Estate3.27%
Basic Materials3.16%
Utilities3.01%
Consumer Cyclical1.03%
Frequently Asked Questions
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