ACIN vs NUDM

ACIN vs NUDM

Which is better, ACIN or NUDM?

ACIN has been ahead.

NUDM has a lower expense ratio. ACIN led over 1Y.

Lower Fees: NUDMHigher Returns (1Y): ACIN

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricACINNUDM
Expense Ratio0.52%0.27%Best
AUM$558M$896M
Dividend Yield0.00%5.08%
Holdings421310
YTD Return+1.44%+8.15%Best
1Y Return-+11.28%
3Y Return (annualized)-+17.58%
5Y Return (annualized)-+7.90%
Fund FamilyHartford FundsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 30, 2008Jun 6, 2017

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

ACIN vs NUDM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare ACIN against instead:ACIN vs SPYACIN vs QQQACIN vs VOOACIN vs VTINUDM against:NUDM vs VXUS

ACIN vs NUDM Performance

Hartford Alpha Capture International Equity ETF (ACIN) is an ETF from Hartford Funds and Nuveen ESG International Developed Markets Equity ETF (NUDM) is an ETF from Nuveen. Year to date, ACIN is up 1.44% versus a gain of 8.15% for NUDM.

Past performance does not guarantee future results.

Fees and Cost Over Time

ACIN charges 0.52% per year while NUDM charges 0.27%. On a $10,000 position that is $52 vs $27 annually, a gap of $25 per year that compounds over a long holding period. On income, ACIN currently yields 0.00% against 5.08% for NUDM.

Holdings Overlap

NUDM already in ACIN37.5%

At least 37.5% of NUDM's money is in holdings ACIN also owns.

Stated as a floor: for ACIN, our book for it covers 87.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

42 positions in common, counted across the 409 positions we hold weights for in ACIN and 152 in NUDM, against full books of 421 and 310.

Top Shared Holdings

StockWeight in ACINWeight in NUDMDifference
ASML:ASAsml Holding N.V.2.09%4.00%1.91%
NOVN:SMNovartis Ag Ordinary Shares0.32%2.62%2.30%
SAP:SGSap Se0.39%2.30%1.91%
CBA:AUCommonwealth Bank Of Australia0.35%2.01%1.66%
9984:JPSoftbank Group Corp0.60%1.44%0.84%
IBE:MAIberdrola Sa0.14%1.77%1.63%
ULVRUnilever PLC0.40%1.43%1.03%
6758:JPSony Group Corp (6758)0.06%1.68%1.62%
8035:JPTokyo Electron Ltd. Com Stk0.06%1.65%1.59%
BNP:PABnp Paribas Sa0.65%1.04%0.39%

37.5% of NUDM is already inside ACIN.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ACINNUDM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, ACIN or NUDM?

ACIN has an expense ratio of 0.52% while NUDM charges 0.27%. NUDM is the cheaper option, by $25 a year on a $10,000 investment.

What is the holdings overlap between ACIN and NUDM?

At least 37.5% of NUDM's money is in holdings ACIN also owns. Our book for ACIN is partial, so the real figure is this or higher. They hold 42 positions in common, counted across the 409 positions we hold weights for in ACIN and 152 in NUDM.

Which pays a higher dividend, ACIN or NUDM?

ACIN yields 0.00% while NUDM yields 5.08%, so NUDM currently pays the higher dividend yield.

Is NUDM better than ACIN?

NUDM has a lower expense ratio. ACIN led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.