LBO vs NUDG
WHITEWOLF Publicly Listed Private Equity ETF vs Nuveen Dividend Growth Fund ETF
Which is better, LBO or NUDG?
NUDG has been ahead.
NUDG has a lower expense ratio. NUDG 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 | LBO | NUDG |
|---|---|---|
| Expense Ratio | 6.53% | 0.61%Best |
| AUM | $7M | $5.7B |
| Dividend Yield | 6.08% | 0.48% |
| Holdings | 79 | 43 |
| YTD Return | -11.39% | +5.01%Best |
| 1Y Return | -8.89% | - |
| 3Y Return (annualized) | +0.79% | - |
| Fund Family | White Wolf Capital Advisors | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 30, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
LBO 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.
LBO vs NUDG Performance
WHITEWOLF Publicly Listed Private Equity ETF (LBO) is an ETF from White Wolf Capital Advisors and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, LBO is down 11.39% versus a gain of 5.01% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
LBO charges 6.53% per year while NUDG charges 0.61%. On a $10,000 position that is $653 vs $61 annually, a gap of $592 per year that compounds over a long holding period. On income, LBO currently yields 6.08% against 0.48% for NUDG.
Holdings Overlap
At least 5.4% of LBO'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.
LBO and NUDG share little of their money.
1 positions in common, counted across the 38 positions we hold weights for in LBO and 41 in NUDG, against full books of 79 and 43.
Top Shared Holdings
| Stock | Weight in LBO | Weight in NUDG | Difference |
|---|---|---|---|
| BLKBlackrock Inc | 5.44% | 2.05% | 3.39% |
You are not choosing between two funds in isolation.
Whichever of LBO and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LBO or NUDG?
LBO has an expense ratio of 6.53% while NUDG charges 0.61%. NUDG is the cheaper option, by $592 a year on a $10,000 investment.
What is the holdings overlap between LBO and NUDG?
At least 5.4% of LBO'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 38 positions we hold weights for in LBO and 41 in NUDG.
Which pays a higher dividend, LBO or NUDG?
LBO yields 6.08% while NUDG yields 0.48%, so LBO currently pays the higher dividend yield.
Is NUDG better than LBO?
NUDG has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.