GSPY vs NUDG

GSPY vs NUDG

Which is better, GSPY or NUDG?

GSPY has been ahead.

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

Lower Fees: GSPYHigher Returns (1Y): GSPY

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

MetricGSPYNUDG
Expense Ratio0.50%Best0.61%
AUM$686M$5.7B
Dividend Yield2.30%0.48%
Holdings1,00843
YTD Return+14.36%Best+5.01%
1Y Return+15.48%-
3Y Return (annualized)+21.86%-
5Y Return (annualized)+12.48%-
Fund FamilyGotham FundsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 30, 2016Jun 2, 2026

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

GSPY 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 GSPY against instead:GSPY vs SPYGSPY vs QQQGSPY vs VOOGSPY vs VTINUDG against:NUDG vs VXUS

GSPY vs NUDG Performance

The Gotham Enhanced 500 ETF (GSPY) is an ETF from Gotham Funds and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, GSPY is up 14.36% versus a gain of 5.01% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

GSPY charges 0.50% per year while NUDG charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, GSPY currently yields 2.30% against 0.48% for NUDG.

Holdings Overlap

GSPY already in NUDG27.1%

At least 27.1% of GSPY'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.

GSPY and NUDG share little of their money.

39 positions in common, counted across the 501 positions we hold weights for in GSPY and 41 in NUDG, against full books of 1,008 and 43.

Top Shared Holdings

StockWeight in GSPYWeight in NUDGDifference
MSFTMicrosoft Corp6.77%7.58%0.81%
AAPLApple Inc7.07%6.53%0.54%
AVGOBroadcom Inc1.56%4.72%3.16%
JPMJpmorgan Chase1.27%3.38%2.11%
APHAmphenol Corp. Class A0.09%3.98%3.89%
MRKMerck & Company Inc1.26%1.89%0.63%
XOMExxonmobil Holdings Corp Common Stock Usd1.13%2.00%0.87%
MAMastercard Inc0.76%2.34%1.58%
ETNEaton Corporation Plc Ordinary Shares0.07%2.38%2.31%
ELVElevance Health Inc0.33%2.11%1.78%

27.1% of GSPY 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.

GSPYNUDG

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Frequently Asked Questions

Which is cheaper, GSPY or NUDG?

GSPY has an expense ratio of 0.50% while NUDG charges 0.61%. GSPY is the cheaper option, by $11 a year on a $10,000 investment.

What is the holdings overlap between GSPY and NUDG?

At least 27.1% of GSPY's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 39 positions in common, counted across the 501 positions we hold weights for in GSPY and 41 in NUDG.

Which pays a higher dividend, GSPY or NUDG?

GSPY yields 2.30% while NUDG yields 0.48%, so GSPY currently pays the higher dividend yield.

Is NUDG better than GSPY?

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