BELT vs NUDG

BELT vs NUDG

Which is better, BELT or NUDG?

BELT has been ahead.

NUDG has a lower expense ratio. BELT led over 1Y.

Lower Fees: NUDGHigher Returns (1Y): BELT

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

MetricBELTNUDG
Expense Ratio0.75%0.61%Best
AUM$10M$5.7B
Dividend Yield0.02%0.48%
Holdings2043
Fund FamilyBlackRock, Inc. (US)Nuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 17, 2024Jun 2, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

The two price series end 92 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BELT has data through Aug 12, 2026 and NUDG through Nov 12, 2026.

Compare BELT against instead:BELT vs SPYBELT vs QQQBELT vs VOOBELT vs VTINUDG against:NUDG vs VXUS

Fees and Cost Over Time

BELT charges 0.75% per year while NUDG charges 0.61%. On a $10,000 position that is $75 vs $61 annually, a gap of $14 per year that compounds over a long holding period. On income, BELT currently yields 0.02% against 0.48% for NUDG.

Holdings Overlap

BELT already in NUDG31.3%

At least 31.3% of BELT's money is in holdings NUDG also owns.

Stated as a floor: for NUDG, our book for it covers 94.3% 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.

The two holdings books were reported 56 days apart, BELT as of Aug 5, 2026 and NUDG as of Sep 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

5 positions in common, counted across the 19 positions we hold weights for in BELT and 41 in NUDG, against full books of 20 and 43.

Top Shared Holdings

StockWeight in BELTWeight in NUDGDifference
MSFTMicrosoft Corp6.27%7.58%1.31%
AVGOBroadcom Inc7.97%4.72%3.25%
GOOGAlphabet Inc. C8.04%3.63%4.41%
MAMastercard Inc4.45%2.34%2.11%
TTTrane Technologies Plc - Common4.54%1.93%2.61%

31.3% of BELT is already inside NUDG.

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

BELTNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BELT or NUDG?

BELT has an expense ratio of 0.75% while NUDG charges 0.61%. NUDG is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between BELT and NUDG?

At least 31.3% of BELT's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 19 positions we hold weights for in BELT and 41 in NUDG.

Which pays a higher dividend, BELT or NUDG?

BELT yields 0.02% while NUDG yields 0.48%, so NUDG currently pays the higher dividend yield.

Is NUDG better than BELT?

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