NUMV vs LRGE
Comparison between NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF) and CLEARBRIDGE LARGE CAP GROWTH ESG ETF (LRGE, ETF).
5-Year PerformanceLRGE has outperformed NUMV, delivering a return of +9.4% compared to +7.6%
NUMV vs LRGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUMV
$437M
Winner
LRGE
$438M
Expense Ratio
Winner
NUMV
0.31%
LRGE
0.48%
Max Drawdown
NUMV
44.05%
Winner
LRGE
37.78%
Sharpe Ratio
Winner
NUMV
1.35
LRGE
0.30
5Y Beta
Winner
NUMV
0.72
LRGE
1.08
P/E Ratio
Winner
NUMV
23.84
LRGE
29.88
Forward P/E
Winner
NUMV
16.99
LRGE
23.11
PEG Ratio
NUMV
0.82
Winner
LRGE
0.69
5Y Dividends CAGR
NUMV
1.50%
Winner
LRGE
11.03%
5Y EPS CAGR
NUMV
11.12%
Winner
LRGE
33.03%
Debt to Equity
NUMV
-86.66%
LRGE
N/A
P/S Ratio
Winner
NUMV
1.38
LRGE
5.00
P/B Ratio
Winner
NUMV
2.72
LRGE
7.81
NUMV vs LRGE - Holdings Comparison
NUMV and LRGE have 2 common holdings. Overlap is 0.03%
NUMV's top 25 holdings weight is 46.42%. LRGE's top 25 holdings weight is 85.63%.
| Rank | NUMV | LRGE |
|---|---|---|
| #1 | UNITED RENTALS INC (URI) - 2.68% | NET CURRENT ASSETS USD (n/a) - 22.38% |
| #2 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 2.64% | NVIDIA CORP (NVDA) - 9.21% |
| #3 | CARDINAL HEALTH INC (CAH) - 2.41% | MICROSOFT CORP (MSFT) - 6.40% |
| #4 | YUM BRANDS INC (YUM) - 2.06% | AMAZON.COM INC (AMZN) - 5.73% |
| #5 | SYSCO CORP (SYY) - 2.03% | META PLATFORMS INC CLASS A (META) - 4.80% |
| #6 | PRUDENTIAL FINANCIAL INC (PRU) - 1.99% | APPLE INC (AAPL) - 3.82% |
| #7 | CONSOLIDATED EDISON INC (ED) - 1.95% | VISA INC CLASS A (V) - 3.45% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 1.94% | JPMORGAN 100% US TR SEC MM INST (JTSXX) - 3.38% |
| #9 | PPG INDUSTRIES INC (PPG) - 1.92% | NETFLIX INC (NFLX) - 3.03% |
| #10 | REGIONS FINANCIAL CORP (RF) - 1.83% | ALPHABET INC CLASS A (GOOGL) - 1.96% |
| #11 | XYLEM INC (XYL) - 1.82% | SYNOPSYS INC (SNPS) - 1.95% |
| #12 | ARCHER-DANIELS-MIDLAND CO (ADM) - 1.80% | EATON CORP PLC (ETN) - 1.93% |
| #13 | FERGUSON ENTERPRISES INC (FERG) - 1.75% | PALO ALTO NETWORKS INC (PANW) - 1.78% |
| #14 | EVERSOURCE ENERGY (ES) - 1.73% | INTUIT INC (INTU) - 1.75% |
| #15 | CENTERPOINT ENERGY INC (CNP) - 1.73% | TESLA INC (TSLA) - 1.70% |
| #16 | STEEL DYNAMICS INC (STLD) - 1.72% | INTUITIVE SURGICAL INC (ISRG) - 1.52% |
| #17 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.69% | W.W. GRAINGER INC (GWW) - 1.42% |
| #18 | AVALONBAY COMMUNITIES INC (AVB) - 1.69% | UBER TECHNOLOGIES INC (UBER) - 1.25% |
| #19 | T. ROWE PRICE GROUP INC (TROW) - 1.66% | S&P GLOBAL INC (SPGI) - 1.24% |
| #20 | EQUITY RESIDENTIAL (EQR) - 1.63% | SHERWIN-WILLIAMS CO (SHW) - 1.21% |
| #21 | HUMANA INC (HUM) - 1.58% | WORKDAY INC CLASS A (WDAY) - 1.20% |
| #22 | SYNCHRONY FINANCIAL (SYF) - 1.57% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.16% |
| #23 | FORTIVE CORP (FTV) - 1.57% | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 1.14% |
| #24 | STERIS PLC (STE) - 1.52% | BROADCOM INC (AVGO) - 1.12% |
| #25 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.51% | ASML HOLDING NV ADR (ASML) - 1.10% |
| Total Holdings | 94 | 43 |
NUMV vs LRGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUMV
+2.63%
LRGE
+1.28%
3M
Winner
NUMV
+6.39%
LRGE
+4.18%
6M
Winner
NUMV
+7.52%
LRGE
+6.33%
1Y
Winner
NUMV
+22.51%
LRGE
+7.43%
5Y(CAGR)
NUMV
+7.61%
Winner
LRGE
+9.39%
10Y(CAGR)
NUMV
+8.93%
Winner
LRGE
+15.06%
Max(CAGR)
NUMV
+8.93%
Winner
LRGE
+15.06%
NUMV vs LRGE - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUMV | LRGE |
|---|---|---|
| 2026 | +10.85% | +4.39% |
| 2025 | +14.54% | +9.49% |
| 2024 | +12.48% | +28.06% |
| 2023 | +8.51% | +45.97% |
| 2022 | -14.99% | -31.43% |
| 2021 | +33.46% | +24.40% |
| 2020 | +1.04% | +30.62% |
| 2019 | +29.86% | +33.80% |
| 2018 | -12.01% | -0.66% |
| 2017 | +13.87% | +16.00% |
| 2016 | -0.84% | N/A |
NUMV vs LRGE Drawdown Comparison
The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.
The current NUMV drawdown is -1.64%. The current LRGE drawdown is -3.24%.
| Rank | NUMV | LRGE |
|---|---|---|
| #1 | -43.46% Jan 17, 2020 - Jan 6, 2021 | -37.04% Nov 19, 2021 - Jan 19, 2024 |
| #2 | -25.62% Jan 4, 2022 - Jul 16, 2024 | -29.31% Feb 19, 2020 - Jul 1, 2020 |
| #3 | -20.08% Jan 29, 2018 - Jun 20, 2019 | -20.26% Jan 23, 2025 - Jun 27, 2025 |
| #4 | -19.48% Nov 29, 2024 - Aug 13, 2025 | -19.19% Oct 1, 2018 - Mar 21, 2019 |
| #5 | -8.71% Feb 27, 2026 - May 5, 2026 | -16.32% Oct 28, 2025 - May 14, 2026 |
| #6 | -7.49% Jul 24, 2019 - Sep 11, 2019 | -10.20% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -7.35% Nov 16, 2021 - Jan 4, 2022 | -9.43% Jul 16, 2024 - Aug 21, 2024 |
| #8 | -6.77% May 7, 2021 - Aug 11, 2021 | -9.25% Apr 29, 2019 - Jul 3, 2019 |
| #9 | -5.34% Jul 31, 2024 - Aug 21, 2024 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #10 | -4.77% Jan 20, 2021 - Feb 5, 2021 | -7.72% Feb 12, 2021 - Apr 5, 2021 |
| #11 | -4.76% Sep 2, 2021 - Oct 14, 2021 | -7.45% Jun 1, 2026 - Jun 25, 2026 |
| #12 | -4.71% Feb 21, 2017 - Jun 13, 2017 | -7.37% Jul 26, 2019 - Nov 8, 2019 |
| #13 | -4.25% Nov 12, 2025 - Nov 26, 2025 | -7.03% Mar 21, 2024 - Jun 5, 2024 |
| #14 | -4.19% Sep 12, 2019 - Oct 21, 2019 | -6.54% Sep 3, 2021 - Oct 21, 2021 |
| #15 | -4.01% Aug 8, 2017 - Oct 2, 2017 | -5.57% Apr 29, 2021 - Jun 10, 2021 |
Correlation
Correlation between NUMV and LRGE is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2025)
NUMV vs LRGE dividend yield comparison.
| Year | NUMV | LRGE |
|---|---|---|
| 2025 | 1.53% | 0.13% |
| 2024 | 1.81% | 0.17% |
| 2023 | 2.20% | 0.11% |
| 2022 | 5.78% | 2.02% |
| 2021 | 6.62% | 1.20% |
| 2020 | 1.38% | 0.37% |
| 2019 | 2.40% | 0.37% |
| 2018 | 4.01% | 2.10% |
| 2017 | 0.83% | 0.37% |
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