LRGE vs NUMV
Comparison between CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF) and NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF).
5-Year PerformanceLRGE has outperformed NUMV, delivering a return of +10.4% compared to +6.6%
LRGE vs NUMV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LRGE
$432M
NUMV
$431M
Expense Ratio
LRGE
0.48%
Winner
NUMV
0.31%
Max Drawdown
Winner
LRGE
37.78%
NUMV
44.05%
Sharpe Ratio
LRGE
0.46
Winner
NUMV
1.51
5Y Beta
LRGE
1.07
Winner
NUMV
0.73
P/E Ratio
LRGE
30.18
Winner
NUMV
24.12
Forward P/E
LRGE
24.49
Winner
NUMV
15.14
PEG Ratio
LRGE
0.73
Winner
NUMV
0.49
5Y Dividends CAGR
Winner
LRGE
11.03%
NUMV
1.50%
5Y EPS CAGR
Winner
LRGE
32.85%
NUMV
7.89%
Debt to Equity
LRGE
N/A
NUMV
0.22%
P/S Ratio
LRGE
5.17
Winner
NUMV
1.46
P/B Ratio
LRGE
8.23
Winner
NUMV
2.71
LRGE vs NUMV - Holdings Comparison
LRGE and NUMV have 0 common holdings. Overlap is 0.00%
LRGE's top 25 holdings weight is 85.63%. NUMV's top 25 holdings weight is 48.26%.
| Rank | LRGE | NUMV |
|---|---|---|
| #1 | NET CURRENT ASSETS USD (n/a) - 22.38% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 3.44% |
| #2 | NVIDIA CORP (NVDA) - 9.21% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.85% |
| #3 | MICROSOFT CORP (MSFT) - 6.40% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.71% |
| #4 | AMAZON.COM INC (AMZN) - 5.73% | BAKER HUGHES CO CLASS A (BKR) - 2.45% |
| #5 | META PLATFORMS INC CLASS A (META) - 4.80% | UNITED RENTALS INC (URI) - 2.37% |
| #6 | APPLE INC (AAPL) - 3.82% | STEEL DYNAMICS INC (STLD) - 2.16% |
| #7 | VISA INC CLASS A (V) - 3.45% | CBOE GLOBAL MARKETS INC (CBOE) - 2.13% |
| #8 | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% | IRON MOUNTAIN INC (IRM) - 2.06% |
| #9 | NETFLIX INC (NFLX) - 3.03% | ARCHER-DANIELS-MIDLAND CO (ADM) - 2.00% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.96% | CARDINAL HEALTH INC (CAH) - 1.87% |
| #11 | SYNOPSYS INC (SNPS) - 1.95% | FERGUSON ENTERPRISES INC (FERG) - 1.78% |
| #12 | EATON CORP PLC (ETN) - 1.93% | PRUDENTIAL FINANCIAL INC (PRU) - 1.73% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.78% | KENVUE INC (KVUE) - 1.71% |
| #14 | INTUIT INC (INTU) - 1.75% | CENTERPOINT ENERGY INC (CNP) - 1.68% |
| #15 | TESLA INC (TSLA) - 1.70% | ATMOS ENERGY CORP (ATO) - 1.67% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.52% | FORTIVE CORP (FTV) - 1.62% |
| #17 | W.W. GRAINGER INC (GWW) - 1.42% | ECHOSTAR CORP CLASS A (SATS) - 1.61% |
| #18 | UBER TECHNOLOGIES INC (UBER) - 1.25% | FIRST SOLAR INC (FSLR) - 1.60% |
| #19 | S&P GLOBAL INC (SPGI) - 1.24% | EVERSOURCE ENERGY (ES) - 1.59% |
| #20 | SHERWIN-WILLIAMS CO (SHW) - 1.21% | REGIONS FINANCIAL CORP (RF) - 1.56% |
| #21 | WORKDAY INC CLASS A (WDAY) - 1.20% | C.H. ROBINSON WORLDWIDE INC (CHRW) - 1.56% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% | HEALTHPEAK PROPERTIES INC (DOC) - 1.54% |
| #23 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% | AMERICAN WATER WORKS CO INC (AWK) - 1.53% |
| #24 | BROADCOM INC (AVGO) - 1.12% | KIMCO REALTY CORP (KIM) - 1.52% |
| #25 | ASML HOLDING NV ADR (ASML) - 1.10% | T. ROWE PRICE GROUP INC (TROW) - 1.52% |
| Total Holdings | 43 | 94 |
LRGE vs NUMV - Historical Returns
Returns include dividend reinvestment.
1M
LRGE
+2.82%
Winner
NUMV
+3.32%
3M
LRGE
+6.10%
Winner
NUMV
+6.51%
6M
LRGE
+1.96%
Winner
NUMV
+10.89%
1Y
LRGE
+10.93%
Winner
NUMV
+24.50%
5Y(CAGR)
Winner
LRGE
+10.39%
NUMV
+6.63%
10Y(CAGR)
Winner
LRGE
+15.12%
NUMV
+8.86%
Max(CAGR)
Winner
LRGE
+15.12%
NUMV
+8.86%
LRGE vs NUMV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | LRGE | NUMV |
|---|---|---|
| 2026 | +3.07% | +9.00% |
| 2025 | +9.49% | +14.54% |
| 2024 | +28.06% | +12.48% |
| 2023 | +45.97% | +8.51% |
| 2022 | -31.43% | -14.99% |
| 2021 | +24.40% | +33.46% |
| 2020 | +30.62% | +1.04% |
| 2019 | +33.80% | +29.86% |
| 2018 | -0.66% | -12.01% |
| 2017 | +16.00% | +13.87% |
| 2016 | N/A | -0.84% |
LRGE vs NUMV Drawdown Comparison
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The current LRGE drawdown is -4.46%. The current NUMV drawdown is -0.94%.
| Rank | LRGE | NUMV |
|---|---|---|
| #1 | -37.04% Nov 19, 2021 - Jan 19, 2024 | -43.46% Jan 17, 2020 - Jan 6, 2021 |
| #2 | -29.31% Feb 19, 2020 - Jul 1, 2020 | -25.62% Jan 4, 2022 - Jul 16, 2024 |
| #3 | -20.26% Jan 23, 2025 - Jun 27, 2025 | -20.08% Jan 29, 2018 - Jun 20, 2019 |
| #4 | -19.19% Oct 1, 2018 - Mar 21, 2019 | -19.48% Nov 29, 2024 - Aug 13, 2025 |
| #5 | -16.32% Oct 28, 2025 - May 14, 2026 | -8.71% Feb 27, 2026 - May 5, 2026 |
| #6 | -10.20% Sep 2, 2020 - Nov 16, 2020 | -7.49% Jul 24, 2019 - Sep 11, 2019 |
| #7 | -9.43% Jul 16, 2024 - Aug 21, 2024 | -7.35% Nov 16, 2021 - Jan 4, 2022 |
| #8 | -9.25% Apr 29, 2019 - Jul 3, 2019 | -6.77% May 7, 2021 - Aug 11, 2021 |
| #9 | -9.09% Jan 26, 2018 - Jun 5, 2018 | -5.34% Jul 31, 2024 - Aug 21, 2024 |
| #10 | -7.72% Feb 12, 2021 - Apr 5, 2021 | -4.77% Jan 20, 2021 - Feb 5, 2021 |
| #11 | -7.37% Jul 26, 2019 - Nov 8, 2019 | -4.76% Sep 2, 2021 - Oct 14, 2021 |
| #12 | -7.03% Mar 21, 2024 - Jun 5, 2024 | -4.71% Feb 21, 2017 - Jun 13, 2017 |
| #13 | -6.54% Sep 3, 2021 - Oct 21, 2021 | -4.25% Nov 12, 2025 - Nov 26, 2025 |
| #14 | -5.57% Apr 29, 2021 - Jun 10, 2021 | -4.19% Sep 12, 2019 - Oct 21, 2019 |
| #15 | -5.41% Dec 4, 2024 - Jan 23, 2025 | -4.01% Aug 8, 2017 - Oct 2, 2017 |
Correlation
Correlation between LRGE and NUMV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2025)
LRGE vs NUMV dividend yield comparison.
| Year | LRGE | NUMV |
|---|---|---|
| 2025 | 0.13% | 1.53% |
| 2024 | 0.17% | 1.81% |
| 2023 | 0.11% | 2.20% |
| 2022 | 2.02% | 5.78% |
| 2021 | 1.20% | 6.62% |
| 2020 | 0.37% | 1.38% |
| 2019 | 0.37% | 2.40% |
| 2018 | 2.10% | 4.01% |
| 2017 | 0.37% | 0.83% |
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