NULV vs PRFZ
Comparison between NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF) and INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF).
5-Year PerformanceNULV has outperformed PRFZ, delivering a return of +8.5% compared to +8.2%
NULV vs PRFZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NULV
$2.70B
PRFZ
$2.70B
Expense Ratio
Winner
NULV
0.26%
PRFZ
0.34%
Max Drawdown
Winner
NULV
36.99%
PRFZ
63.04%
Sharpe Ratio
Winner
NULV
1.81
PRFZ
1.42
5Y Beta
Winner
NULV
0.66
PRFZ
1.05
P/E Ratio
NULV
22.72
Winner
PRFZ
-22.59
Forward P/E
NULV
17.75
Winner
PRFZ
14.15
PEG Ratio
NULV
0.58
PRFZ
N/A
5Y Dividends CAGR
Winner
NULV
10.45%
PRFZ
6.33%
5Y EPS CAGR
Winner
NULV
12.66%
PRFZ
11.08%
Debt to Equity
NULV
61.12%
Winner
PRFZ
23.58%
P/S Ratio
NULV
1.95
Winner
PRFZ
1.14
P/B Ratio
NULV
3.52
Winner
PRFZ
2.04
NULV vs PRFZ - Holdings Comparison
NULV and PRFZ have 1 common holdings. Overlap is 0.05%
NULV's top 25 holdings weight is 51.66%. PRFZ's top 25 holdings weight is 8.24%.
| Rank | NULV | PRFZ |
|---|---|---|
| #1 | MICROSOFT CORP (MSFT) - 8.37% | n/a (OPEN) - 1.08% |
| #2 | META PLATFORMS INC CLASS A (META) - 3.84% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 0.60% |
| #3 | CISCO SYSTEMS INC (CSCO) - 2.82% | PRIMORIS SERVICES CORP (PRIM) - 0.42% |
| #4 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.29% | IONIS PHARMACEUTICALS INC (IONS) - 0.37% |
| #5 | MORGAN STANLEY (MS) - 2.10% | PITNEY BOWES INC (PBI) - 0.34% |
| #6 | COCA-COLA CO (KO) - 2.08% | ADTALEM GLOBAL EDUCATION INC (ATGE) - 0.34% |
| #7 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.01% | MANHATTAN ASSOCIATES INC (MANH) - 0.34% |
| #8 | CITIGROUP INC (C) - 2.00% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 0.31% |
| #9 | PROCTER & GAMBLE CO (PG) - 1.88% | HECLA MINING CO (HL) - 0.30% |
| #10 | VERIZON COMMUNICATIONS INC (VZ) - 1.71% | ATLANTIC UNION BANKSHARES CORP (AUB) - 0.30% |
| #11 | THE GOLDMAN SACHS GROUP INC (GS) - 1.66% | CARPENTER TECHNOLOGY CORP (CRS) - 0.30% |
| #12 | ANALOG DEVICES INC (ADI) - 1.64% | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.29% |
| #13 | ABBVIE INC (ABBV) - 1.64% | GRANITE CONSTRUCTION INC (GVA) - 0.29% |
| #14 | NXP SEMICONDUCTORS NV (NXPI) - 1.57% | FTAI AVIATION LTD (FTAI) - 0.28% |
| #15 | GILEAD SCIENCES INC (GILD) - 1.56% | INTERDIGITAL INC (IDCC) - 0.28% |
| #16 | EATON CORP PLC (ETN) - 1.55% | ADVANCED ENERGY INDUSTRIES INC (AEIS) - 0.27% |
| #17 | BANK OF NEW YORK MELLON CORP (BNY) - 1.54% | COEUR MINING INC (CDE) - 0.26% |
| #18 | DEERE & CO (DE) - 1.54% | COMMSCOPE HOLDING CO INC (COMM) - 0.26% |
| #19 | PFIZER INC (PFE) - 1.53% | ITRON INC (ITRI) - 0.26% |
| #20 | EQUINIX INC (EQIX) - 1.44% | ROIVANT SCIENCES LTD ORDINARY SHARES (ROIV) - 0.26% |
| #21 | SALESFORCE INC (CRM) - 1.43% | PLUG POWER INC (PLUG) - 0.26% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.39% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.25% |
| #23 | BAKER HUGHES CO CLASS A (BKR) - 1.38% | UMB FINANCIAL CORP (UMBF) - 0.20% |
| #24 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.35% | ONTO INNOVATION INC (ONTO) - 0.19% |
| #25 | PARKER HANNIFIN CORP (PH) - 1.34% | TTM TECHNOLOGIES INC (TTMI) - 0.19% |
| Total Holdings | 101 | 1580 |
NULV vs PRFZ - Historical Returns
Returns include dividend reinvestment.
1M
NULV
+1.48%
Winner
PRFZ
+4.60%
3M
NULV
+11.05%
Winner
PRFZ
+16.15%
6M
NULV
+12.01%
Winner
PRFZ
+12.58%
1Y
NULV
+25.10%
Winner
PRFZ
+33.03%
5Y(CAGR)
Winner
NULV
+8.55%
PRFZ
+8.16%
10Y(CAGR)
NULV
+10.09%
Winner
PRFZ
+11.92%
Max(CAGR)
Winner
NULV
+10.09%
PRFZ
+10.02%
NULV vs PRFZ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | NULV | PRFZ |
|---|---|---|
| 2026 | +11.88% | +14.84% |
| 2025 | +16.57% | +11.06% |
| 2024 | +11.51% | +13.71% |
| 2023 | +7.64% | +20.63% |
| 2022 | -10.14% | -16.92% |
| 2021 | +25.18% | +29.77% |
| 2020 | +1.58% | +11.69% |
| 2019 | +27.01% | +21.04% |
| 2018 | -5.26% | -12.17% |
| 2017 | +15.67% | +12.95% |
| 2016 | +0.04% | +27.40% |
| 2015 | N/A | -5.03% |
| 2014 | N/A | +5.29% |
| 2013 | N/A | +37.93% |
| 2012 | N/A | +16.23% |
| 2011 | N/A | -7.67% |
| 2010 | N/A | +26.22% |
| 2009 | N/A | +55.38% |
| 2008 | N/A | -38.15% |
| 2007 | N/A | -0.59% |
| 2006 | N/A | +8.00% |
NULV vs PRFZ Drawdown Comparison
The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.
The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.
The current NULV drawdown is -1.23%.
| Rank | NULV | PRFZ |
|---|---|---|
| #1 | -36.99% Feb 12, 2020 - Dec 4, 2020 | -62.42% Jul 13, 2007 - Apr 14, 2010 |
| #2 | -21.47% Jan 4, 2022 - Mar 6, 2024 | -44.27% Aug 31, 2018 - Nov 24, 2020 |
| #3 | -16.55% Sep 21, 2018 - Apr 5, 2019 | -29.36% Apr 29, 2011 - Sep 14, 2012 |
| #4 | -15.02% Nov 29, 2024 - Jul 3, 2025 | -26.58% Nov 8, 2021 - Mar 27, 2024 |
| #5 | -11.27% Jan 29, 2018 - Sep 20, 2018 | -26.54% Nov 25, 2024 - Sep 5, 2025 |
| #6 | -7.28% Feb 26, 2026 - Apr 17, 2026 | -24.05% Jun 23, 2015 - Sep 2, 2016 |
| #7 | -6.01% Jul 29, 2019 - Sep 10, 2019 | -22.45% Apr 23, 2010 - Dec 3, 2010 |
| #8 | -5.94% May 3, 2019 - Jun 20, 2019 | -12.72% Jul 3, 2014 - Dec 29, 2014 |
| #9 | -5.79% Mar 28, 2024 - Jul 15, 2024 | -10.39% Jan 22, 2026 - Apr 17, 2026 |
| #10 | -5.44% Jul 31, 2024 - Aug 23, 2024 | -9.52% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -5.22% Nov 16, 2021 - Dec 16, 2021 | -9.44% Jun 8, 2021 - Oct 22, 2021 |
| #12 | -4.93% Jan 12, 2021 - Feb 17, 2021 | -9.42% Jul 31, 2024 - Sep 19, 2024 |
| #13 | -4.67% May 10, 2021 - Aug 3, 2021 | -9.27% Jan 23, 2018 - May 17, 2018 |
| #14 | -4.34% Sep 2, 2021 - Oct 19, 2021 | -8.51% Mar 15, 2021 - May 27, 2021 |
| #15 | -3.98% Sep 13, 2019 - Oct 23, 2019 | -8.15% Oct 27, 2025 - Dec 4, 2025 |
Correlation
Correlation between NULV and PRFZ is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
NULV vs PRFZ dividend yield comparison.
| Year | NULV | PRFZ |
|---|---|---|
| 2026 | 0.00% | 0.19% |
| 2025 | 1.64% | 0.82% |
| 2024 | 2.09% | 1.45% |
| 2023 | 2.55% | 1.42% |
| 2022 | 2.12% | 1.33% |
| 2021 | 4.52% | 0.93% |
| 2020 | 1.42% | 0.91% |
| 2019 | 1.47% | 1.29% |
| 2018 | 3.73% | 1.37% |
| 2017 | 1.22% | 0.97% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 1.39% |
| 2014 | 0.00% | 1.14% |
| 2013 | 0.00% | 0.93% |
| 2012 | 0.00% | 1.73% |
| 2011 | 0.00% | 0.98% |
| 2010 | 0.00% | 0.70% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 1.51% |
| 2007 | 0.00% | 0.77% |
| 2006 | 0.00% | 0.26% |
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