IVV vs NUDG
iShares Core S&P 500 ETF vs Nuveen Dividend Growth Fund ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NUDG | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.61% | |
| AUM | $907.0B | - | |
| Dividend Yield | 1.10% | 0.26% | |
| Holdings | 508 | 43 | |
| YTD Return | +12.28% | +2.78% | |
| 1Y Return | +20.94% | - | |
| 3Y Return (annualized) | +21.81% | - | |
| 5Y Return (annualized) | +13.05% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -2.3% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jun 2, 2026 |
IVV vs NUDG Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Dividend Growth Fund ETF (NUDG) is a ETF from Nuveen. Year to date, IVV is up 12.28% versus a gain of 2.78% for NUDG.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -2.3% for NUDG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
IVV charges 0.03% per year while NUDG charges 0.61%. On a $10,000 position that is $3 vs $61 annually, a gap of $58 per year that compounds over a long holding period. On income, IVV currently yields 1.10% against 0.26% for NUDG.
Holdings Overlap
IVV and NUDG share 40 holdings out of 508 unique holdings combined, representing a 29.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NUDG?
IVV has an expense ratio of 0.03% while NUDG charges 0.61%. IVV is the cheaper option. On a $10,000 investment, that is $58 per year of difference.
What is the holdings overlap between IVV and NUDG?
IVV and NUDG share 40 common holdings with a 29.4% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, IVV or NUDG?
IVV yields 1.10% while NUDG yields 0.26%, so IVV currently pays the higher dividend yield.
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