NDVG vs SPY

NDVG vs SPY

Which is better, NDVG or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 43.3%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricNDVGSPY
Expense Ratio0.65%0.09%Best
AUM$13M$814.4B
Dividend Yield1.09%1.01%
Holdings43505
Volatility (annualized)14.1%Best15.7%
Max Drawdown-19.7%Best-24.5%
$10,000 over 4.7 years$14,252$15,968Best
Top 10 Weight43.3%38.0%Best
Fund FamilyNuveenState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionAug 4, 2021Jan 22, 1993

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 151 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NDVG has data through Apr 6, 2026 and SPY through Sep 4, 2026.

Volatility and max drawdown, and the $10,000 over 4.7 years row, are measured over the window both funds cover: Aug 5, 2021 to Apr 6, 2026 (4.7 years).

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 14.1% for NDVG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -19.7% for NDVG and -24.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NDVG charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, NDVG currently yields 1.09% against 1.01% for SPY.

Holdings Overlap

NDVG already in SPY88.5%
SPY already in NDVG26.9%

88.5% of NDVG's money is in holdings SPY also owns. 26.9% of SPY's money is in holdings NDVG also owns.

Most of NDVG is already inside SPY. Owning both mostly buys the same companies twice.

The two holdings books were reported 216 days apart, NDVG as of Dec 31, 2025 and SPY as of Aug 4, 2026, so some of the difference between them is the time between the two reports rather than the funds.

37 positions in common, counted across the 41 positions we hold weights for in NDVG and 504 in SPY, against full books of 43 and 505.

What only one of them owns

Our book lists 460 positions for SPY that do not appear in our book for NDVG (72.7% of the fund), and 0 for NDVG that do not appear in SPY (0.0%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in NDVGWeight in SPYDifference
AAPLApple, Inc6.70%6.83%0.13%
MSFTMicrosoft Corp 4.100 Feb 06 377.90%5.50%2.40%
AVGOBroadcom Inc5.85%2.97%2.88%
JPMJpmorgan Chase4.24%1.44%2.80%
APHAmphenol Corp. Class A3.60%0.32%3.28%
AXPAmerican Express Co.3.36%0.28%3.08%
METAMeta Platform Inc 1.51%1.94%0.43%
MAMastercard Inc2.76%0.69%2.07%
ABBVAbbvie Inc.2.57%0.65%1.92%
NEENextera Energy Inc2.68%0.27%2.41%

88.5% of NDVG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NDVGSPY

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Frequently Asked Questions

Which is cheaper, NDVG or SPY?

NDVG has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option, by $56 a year on a $10,000 investment.

Which is riskier, NDVG or SPY?

SPY has been the more volatile fund at 15.7% annualized versus 14.1% for NDVG. Worst drawdown: NDVG -19.7% vs SPY -24.5%.

Should I hold both NDVG and SPY?

NDVG and SPY have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NDVG and SPY?

88.5% of NDVG's money is in holdings SPY also owns. 26.9% of SPY's is in holdings NDVG also owns. They hold 37 positions in common, counted across the 41 positions we hold weights for in NDVG and 504 in SPY.

Which pays a higher dividend, NDVG or SPY?

NDVG yields 1.09% while SPY yields 1.01%, so NDVG currently pays the higher dividend yield.

Is SPY better than NDVG?

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 43.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.