Compare/IVV vs NULV

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 ($892.79B vs $2.56B). 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 ($892.79B).

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
$892.79B
$2.56B
Holdings Count
504
128
Current Price
$769.49
$53.93
Today's Change
-0.75%
-0.63%
Dividend Yield
1.08%
1.58%

Performance Comparison

Period
IVV
NULV
1M
+1.83%
+2.08%
3M
+3.24%
+5.68%
6M
+8.06%
+11.15%
YTD
+12.14%
+19.08%
1Y
+15.89%
+24.64%
3Y
+75.66%
+59.70%
5Y
+71.39%
+38.60%

Top Holdings

2 overlapping holdings in top 10

IVV Holdings
NVDANVIDIA
8.32%
AAPLAPPLE
7.41%
MSFTMICROSOFT
5.79%
AMZNAMAZON.COM INC
3.72%
GOOGLALPHABET CLASS A
3.05%
AVGOBROADCOM INC
2.56%
GOOGALPHABET CLASS C
2.45%
METAMETA PLATFORMS CLASS A
2.37%
MUMICRON TECHNOLOGY
1.75%
TSLATESLA INC
1.58%
NULV Holdings
MSFTMICROSOFT CORP
11.24%
METAMETA PLATFORMS INC
5.04%
CSCOCISCO SYSTEMS, INC.
2.64%
KOCOCA COLA CO.
2.22%
ABBVABBVIE INC.
2.01%
HPEHEWLETT-PACKARD ENTERPRIS
1.94%
CCITIGROUP, INC.
1.85%
PGPROCTER & GAMBLE CO/THE
1.77%
MSMORGAN STANLEY
1.75%
PFEPFIZER, INC.
1.62%

Sector Allocation

IVV Sectors
Technology38.69%
Financial Services12.07%
Communication Services9.50%
Consumer Cyclical9.31%
Healthcare9.28%
Industrials7.75%
Consumer Defensive4.46%
Energy3.48%
Utilities1.98%
Real Estate1.80%
Basic Materials1.68%
NULV Sectors
Technology27.27%
Financial Services17.15%
Healthcare13.71%
Industrials10.08%
Consumer Defensive9.16%
Communication Services7.92%
Utilities3.85%
Energy3.58%
Real Estate3.06%
Basic Materials2.79%
Consumer Cyclical1.42%
Cash & Others0.01%

Frequently Asked Questions

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