CHGX vs NUDG
Stance Sustainable Beta ETF vs Nuveen Dividend Growth Fund ETF
Which is better, CHGX or NUDG?
CHGX has been ahead.
CHGX has a lower expense ratio. CHGX led over 1Y.
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
| Metric | CHGX | NUDG |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.61% |
| AUM | $173M | $5.7B |
| Dividend Yield | 0.55% | 0.48% |
| Holdings | 208 | 43 |
| YTD Return | +23.03%Best | +5.01% |
| 1Y Return | +23.12% | - |
| 3Y Return (annualized) | +4.30% | - |
| 5Y Return (annualized) | -0.04% | - |
| Fund Family | STANCE Capital | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
CHGX vs NUDG 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.
CHGX vs NUDG Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, CHGX is up 23.03% versus a gain of 5.01% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
CHGX charges 0.49% per year while NUDG charges 0.61%. On a $10,000 position that is $49 vs $61 annually, a gap of $12 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.48% for NUDG.
Holdings Overlap
At least 8.0% of CHGX'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.
CHGX and NUDG share little of their money.
8 positions in common, counted across the 101 positions we hold weights for in CHGX and 41 in NUDG, against full books of 208 and 43.
Top Shared Holdings
| Stock | Weight in CHGX | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple Inc | 1.03% | 6.53% | 5.50% |
| MAMastercard Inc | 1.05% | 2.34% | 1.29% |
| ABBVAbbvie Inc. | 1.09% | 1.90% | 0.81% |
| AXPAmerican Express Co. | 0.94% | 2.03% | 1.09% |
| PLDPrologis Inc | 0.96% | 1.99% | 1.03% |
| MRKMerck & Company Inc | 1.00% | 1.89% | 0.89% |
| ABTAbbot Laboratories | 0.98% | 1.82% | 0.84% |
| MMCMarsh & Mclennan Cos Inc Common Stock Usd 1 | 0.99% | 1.43% | 0.44% |
You are not choosing between two funds in isolation.
Whichever of CHGX and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or NUDG?
CHGX has an expense ratio of 0.49% while NUDG charges 0.61%. CHGX is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between CHGX and NUDG?
At least 8.0% of CHGX's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 101 positions we hold weights for in CHGX and 41 in NUDG.
Which pays a higher dividend, CHGX or NUDG?
CHGX yields 0.55% while NUDG yields 0.48%, so CHGX currently pays the higher dividend yield.
Is NUDG better than CHGX?
CHGX has a lower expense ratio. CHGX led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.