NULV vs AVSC
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and AVANTIS U.S. SMALL CAP EQUITY ETF (AVSC, ETF).
NULV vs AVSC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.70B
Winner
AVSC
$2.80B
Expense Ratio
NULV
0.26%
Winner
AVSC
0.25%
Max Drawdown
NULV
36.99%
Winner
AVSC
28.84%
Sharpe Ratio
Winner
NULV
1.81
AVSC
1.77
5Y Beta
Winner
NULV
0.66
AVSC
1.02
P/E Ratio
Winner
NULV
22.72
AVSC
56.98
Forward P/E
NULV
17.75
Winner
AVSC
13.37
PEG Ratio
NULV
0.58
AVSC
N/A
5Y Dividends CAGR
NULV
10.45%
AVSC
N/A
5Y EPS CAGR
Winner
NULV
12.66%
AVSC
7.00%
Debt to Equity
NULV
61.12%
AVSC
N/A
P/S Ratio
NULV
1.95
Winner
AVSC
1.11
P/B Ratio
NULV
3.52
Winner
AVSC
1.76
NULV vs AVSC - Holdings Comparison
NULV and AVSC have 0 common holdings. Overlap is 0.00%
NULV's top 25 holdings weight is 51.66%. AVSC's top 25 holdings weight is 8.89%.
| Rank | NULV | AVSC |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.37% | MYR GROUP INC (MYRG) - 0.59% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.84% | VIAVI SOLUTIONS INC (VIAV) - 0.51% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.82% | VIASAT INC (VSAT) - 0.47% |
| #4 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.29% | DANA INC (DAN) - 0.47% |
| #5 | MORGAN STANLEY (MS) - 2.10% | LIBERTY ENERGY INC CLASS A (LBRT) - 0.43% |
| #6 | COCA-COLA CO (KO) - 2.08% | FORMFACTOR INC (FORM) - 0.40% |
| #7 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.01% | INTERNATIONAL SEAWAYS INC (INSW) - 0.39% |
| #8 | CITIGROUP INC (C) - 2.00% | DIODES INC (DIOD) - 0.38% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.88% | KULICKE & SOFFA INDUSTRIES INC (KLIC) - 0.38% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.71% | PATTERSON-UTI ENERGY INC (PTEN) - 0.37% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.66% | OCEANEERING INTERNATIONAL INC (OII) - 0.34% |
| #12 | ANALOG DEVICES INC (ADI) - 1.64% | n/a (SPHR) - 0.34% |
| #13 | ABBVIE INC (ABBV) - 1.64% | TUTOR PERINI CORP (TPC) - 0.34% |
| #14 | NXP SEMICONDUCTORS NV (NXPI) - 1.57% | MATERION CORP (MTRN) - 0.33% |
| #15 | GILEAD SCIENCES INC (GILD) - 1.56% | FIRST BANCORP (FBNC) - 0.33% |
| #16 | EATON CORP PLC (ETN) - 1.55% | LIGAND PHARMACEUTICALS INC (LGND) - 0.33% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.54% | PLUG POWER INC (PLUG) - 0.32% |
| #18 | DEERE & CO (DE) - 1.54% | ADEIA INC (ADEA) - 0.32% |
| #19 | PFIZER INC (PFE) - 1.53% | VICTORIA'S SECRET & CO (VSCO) - 0.31% |
| #20 | EQUINIX INC (EQIX) - 1.44% | PAR PACIFIC HOLDINGS INC (PARR) - 0.31% |
| #21 | SALESFORCE INC (CRM) - 1.43% | BREAD FINANCIAL HOLDINGS INC (BFH) - 0.31% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.39% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.23% |
| #23 | BAKER HUGHES CO CLASS A (BKR) - 1.38% | NORTHWESTERN ENERGY GROUP INC (NWE) - 0.23% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.35% | POWELL INDUSTRIES INC (POWL) - 0.23% |
| #25 | PARKER HANNIFIN CORP (PH) - 1.34% | KNOWLES CORP (KN) - 0.23% |
| Total Holdings | 101 | 1449 |
NULV vs AVSC - Historical Returns
Returns include dividend reinvestment.
1M
NULV
+1.48%
Winner
AVSC
+6.06%
3M
NULV
+11.05%
Winner
AVSC
+17.33%
6M
NULV
+12.01%
Winner
AVSC
+18.80%
1Y
NULV
+25.10%
Winner
AVSC
+41.57%
5Y(CAGR)
NULV
+8.55%
Winner
AVSC
+9.91%
10Y(CAGR)
NULV
+10.09%
AVSC
N/A
Max(CAGR)
Winner
NULV
+10.09%
AVSC
+9.91%
NULV vs AVSC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NULV | AVSC |
|---|---|---|
| 2026 | +11.88% | +21.31% |
| 2025 | +16.57% | +9.78% |
| 2024 | +11.51% | +8.20% |
| 2023 | +7.64% | +20.32% |
| 2022 | -10.14% | -11.71% |
| 2021 | +25.18% | N/A |
| 2020 | +1.58% | N/A |
| 2019 | +27.01% | N/A |
| 2018 | -5.26% | N/A |
| 2017 | +15.67% | N/A |
| 2016 | +0.04% | N/A |
NULV vs AVSC Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for AVSC was -28.40%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current NULV drawdown is -1.23%.
| Rank | NULV | AVSC |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -28.40% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -20.42% Jan 14, 2022 - Jul 31, 2023 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -15.92% Jul 31, 2023 - Dec 13, 2023 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -10.69% Jul 26, 2024 - Nov 6, 2024 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -8.54% Mar 28, 2024 - Jul 12, 2024 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -8.09% Dec 27, 2023 - Mar 27, 2024 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -7.89% Feb 9, 2026 - Apr 9, 2026 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -7.73% Oct 24, 2025 - Dec 3, 2025 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -4.71% Nov 11, 2024 - Nov 25, 2024 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -4.17% May 6, 2026 - May 26, 2026 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -3.45% Dec 11, 2025 - Jan 6, 2026 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -2.78% Jan 22, 2026 - Feb 6, 2026 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -2.64% Jul 16, 2024 - Jul 23, 2024 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -1.98% Jul 23, 2024 - Jul 26, 2024 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -1.91% Jan 15, 2026 - Jan 21, 2026 |
Correlation
Correlation between NULV and AVSC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
NULV vs AVSC dividend yield comparison.
| Year | NULV | AVSC |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 1.64% | 1.16% |
| 2024 | 2.09% | 1.17% |
| 2023 | 2.55% | 1.42% |
| 2022 | 2.12% | 1.10% |
| 2021 | 4.52% | 0.00% |
| 2020 | 1.42% | 0.00% |
| 2019 | 1.47% | 0.00% |
| 2018 | 3.73% | 0.00% |
| 2017 | 1.22% | 0.00% |
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