DUSA vs NUDG

DUSA vs NUDG

Which is better, DUSA or NUDG?

DUSA has been ahead.

DUSA has a lower expense ratio. DUSA led over 1Y.

Lower Fees: DUSAHigher Returns (1Y): DUSA

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

MetricDUSANUDG
Expense Ratio0.59%Best0.61%
AUM$1.3B$5.7B
Dividend Yield0.87%0.48%
Holdings5643
YTD Return+13.01%Best+5.01%
1Y Return+18.40%-
3Y Return (annualized)+23.07%-
5Y Return (annualized)+11.63%-
Fund FamilyDavis ETFsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 11, 2017Jun 2, 2026

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

DUSA 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.

Compare DUSA against instead:DUSA vs SPYDUSA vs QQQDUSA vs VOODUSA vs VTINUDG against:NUDG vs VXUS

DUSA vs NUDG Performance

Davis Select US Equity ETF (DUSA) is an ETF from Davis ETFs and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, DUSA is up 13.01% versus a gain of 5.01% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

DUSA charges 0.59% per year while NUDG charges 0.61%. On a $10,000 position that is $59 vs $61 annually, a gap of $2 per year that compounds over a long holding period. On income, DUSA currently yields 0.87% against 0.48% for NUDG.

Holdings Overlap

DUSA already in NUDG3.7%

At least 3.7% of DUSA'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.

DUSA and NUDG share little of their money.

1 positions in common, counted across the 28 positions we hold weights for in DUSA and 41 in NUDG, against full books of 56 and 43.

Top Shared Holdings

StockWeight in DUSAWeight in NUDGDifference
GOOGAlphabet Inc. C3.72%3.63%0.09%

You are not choosing between two funds in isolation.

Whichever of DUSA and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DUSANUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DUSA or NUDG?

DUSA has an expense ratio of 0.59% while NUDG charges 0.61%. DUSA is the cheaper option, by $2 a year on a $10,000 investment.

What is the holdings overlap between DUSA and NUDG?

At least 3.7% of DUSA's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 28 positions we hold weights for in DUSA and 41 in NUDG.

Which pays a higher dividend, DUSA or NUDG?

DUSA yields 0.87% while NUDG yields 0.48%, so DUSA currently pays the higher dividend yield.

Is NUDG better than DUSA?

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