IVV vs NUDG
iShares Core S&P 500 ETF vs Nuveen Dividend Growth Fund ETF
Which is better, IVV or NUDG?
IVV has been ahead.
IVV has a lower expense ratio. IVV 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 | IVV | NUDG |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.61% |
| AUM | $850.0B | $5.7B |
| Dividend Yield | 1.09% | 0.48% |
| Holdings | 1,018 | 43 |
| YTD Return | +12.12%Best | +5.01% |
| 1Y Return | +12.53% | - |
| 3Y Return (annualized) | +21.54% | - |
| 5Y Return (annualized) | +11.93% | - |
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVV 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.
IVV vs NUDG Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, IVV is up 12.12% versus a gain of 5.01% for NUDG.
Past performance does not guarantee future results.
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 1.09% against 0.48% for NUDG.
Holdings Overlap
At least 29.7% of IVV'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.
IVV and NUDG share little of their money.
39 positions in common, counted across the 505 positions we hold weights for in IVV and 41 in NUDG, against full books of 1,018 and 43.
Top Shared Holdings
| Stock | Weight in IVV | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple Inc | 7.51% | 6.53% | 0.98% |
| MSFTMicrosoft Corp | 5.95% | 7.58% | 1.63% |
| AVGOBroadcom Inc | 2.47% | 4.72% | 2.25% |
| GOOGAlphabet Inc. C | 2.45% | 3.63% | 1.18% |
| JPMJpmorgan Chase | 1.34% | 3.38% | 2.04% |
| APHAmphenol Corp. Class A | 0.31% | 3.98% | 3.67% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.09% | 2.00% | 0.91% |
| MAMastercard Inc | 0.73% | 2.34% | 1.61% |
| LINLinde Plc Ordinary Shares | 0.34% | 2.34% | 2.00% |
| ABBVAbbvie Inc. | 0.75% | 1.90% | 1.15% |
29.7% of IVV 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.
Free for up to 10 holdings. No account needed.
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, by $58 a year on a $10,000 investment.
What is the holdings overlap between IVV and NUDG?
At least 29.7% of IVV'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 505 positions we hold weights for in IVV and 41 in NUDG.
Which pays a higher dividend, IVV or NUDG?
IVV yields 1.09% while NUDG yields 0.48%, so IVV currently pays the higher dividend yield.
Is NUDG better than IVV?
IVV has a lower expense ratio. IVV led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.