JHDG vs NUDG

JHDG vs NUDG

Which is better, JHDG or NUDG?

JHDG costs less.

JHDG has a lower expense ratio.

Lower Fees: JHDG

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

MetricJHDGNUDG
Expense Ratio0.49%Best0.61%
AUM$129M$5.7B
Dividend Yield0.18%0.48%
Holdings23243
YTD Return+8.68%Best+5.01%
Fund FamilyJohn Hancock Investment ManagementNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 8, 2026Jun 2, 2026

Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

JHDG 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 JHDG against instead:JHDG vs SPYJHDG vs QQQJHDG vs VOOJHDG vs VTINUDG against:NUDG vs VXUS

JHDG vs NUDG Performance

John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, JHDG is up 8.68% versus a gain of 5.01% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

JHDG 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, JHDG currently yields 0.18% against 0.48% for NUDG.

Holdings Overlap

JHDG already in NUDG20.3%

At least 20.3% of JHDG'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.

JHDG and NUDG share little of their money.

6 positions in common, counted across the 53 positions we hold weights for in JHDG and 41 in NUDG, against full books of 232 and 43.

Top Shared Holdings

StockWeight in JHDGWeight in NUDGDifference
MSFTMicrosoft Corp8.18%7.58%0.60%
AVGOBroadcom Inc3.00%4.72%1.72%
JPMJpmorgan Chase4.04%3.38%0.66%
WMTWalmart Inc2.65%1.75%0.90%
LINLinde Plc Ordinary Shares1.45%2.34%0.89%
MRKMerck & Company Inc0.95%1.89%0.94%

20.3% of JHDG 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.

JHDGNUDG

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Frequently Asked Questions

Which is cheaper, JHDG or NUDG?

JHDG has an expense ratio of 0.49% while NUDG charges 0.61%. JHDG is the cheaper option, by $12 a year on a $10,000 investment.

What is the holdings overlap between JHDG and NUDG?

At least 20.3% of JHDG's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 53 positions we hold weights for in JHDG and 41 in NUDG.

Which pays a higher dividend, JHDG or NUDG?

JHDG yields 0.18% while NUDG yields 0.48%, so NUDG currently pays the higher dividend yield.

Is NUDG better than JHDG?

JHDG has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.