NDVG vs VOO
Nuveen Dividend Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NDVG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.03% | |
| AUM | $13M | $979.0B | |
| Dividend Yield | 1.09% | 1.09% | |
| Holdings | 43 | 509 | |
| YTD Return | -5.29% | +13.72% | |
| 1Y Return | +16.39% | +21.63% | |
| 3Y Return (annualized) | +11.65% | +21.55% | |
| 5Y Return (annualized) | - | +13.26% | |
| Volatility (annualized) | 14.1% | 14.1% | |
| Max Drawdown | -19.7% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 4, 2021 | Sep 7, 2010 |
NDVG vs VOO Performance
Nuveen Dividend Growth ETF (NDVG) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NDVG returned +16.39% while VOO returned +21.63%. Year to date, NDVG is down 5.29% versus a gain of 13.72% for VOO.
Over three years, NDVG compounded at +11.65% per year against +21.55% for VOO. Across the full 5-year window we track, VOO has the edge at +13.56% annualized vs +7.83%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% 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 -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 VOO charges 0.03%. On a $10,000 position that is $65 vs $3 annually, a gap of $62 per year that compounds over a long holding period. On income, NDVG currently yields 1.09% against 1.09% for VOO.
Holdings Overlap
NDVG and VOO share 36 holdings out of 510 unique holdings combined, representing a 24.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NDVG or VOO?
NDVG has an expense ratio of 0.65% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $62 per year of difference.
Which performed better, NDVG or VOO?
Over the past year NDVG returned +16.39% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), NDVG annualized +7.83% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, NDVG or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 14.1% for NDVG. Worst drawdown: NDVG -19.7% vs VOO -34.3%.
Should I hold both NDVG and VOO?
NDVG and VOO have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NDVG and VOO?
NDVG and VOO share 36 common holdings with a 24.1% weight overlap. Combined, they hold 510 unique securities.
Which pays a higher dividend, NDVG or VOO?
NDVG yields 1.09% while VOO yields 1.09%, so NDVG currently pays the higher dividend yield.
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