NUDG vs OALC
Nuveen Dividend Growth Fund ETF vs OneAscent Large Cap Core ETF
Which is better, NUDG or OALC?
OALC has been ahead.
OALC has a lower expense ratio. OALC 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 | NUDG | OALC |
|---|---|---|
| Expense Ratio | 0.61% | 0.49%Best |
| AUM | $5.7B | $269M |
| Dividend Yield | 0.48% | 0.53% |
| Holdings | 43 | 423 |
| YTD Return | +5.01% | +14.21%Best |
| 1Y Return | - | +15.22% |
| 3Y Return (annualized) | - | +21.34% |
| 5Y Return (annualized) | - | +10.46% |
| Fund Family | Nuveen | OneAscent Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Nov 15, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NUDG vs OALC 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.
NUDG vs OALC Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and OneAscent Large Cap Core ETF (OALC) is an ETF from OneAscent Investments. Year to date, NUDG is up 5.01% versus a gain of 14.21% for OALC.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while OALC charges 0.49%. On a $10,000 position that is $61 vs $49 annually, a gap of $12 per year that compounds over a long holding period. On income, NUDG currently yields 0.48% against 0.53% for OALC.
Holdings Overlap
At least 26.8% of OALC'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.
OALC and NUDG share little of their money.
29 positions in common, counted across the 41 positions we hold weights for in NUDG and 210 in OALC, against full books of 43 and 423.
Top Shared Holdings
| Stock | Weight in NUDG | Weight in OALC | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.58% | 6.65% | 0.93% |
| AVGOBroadcom Inc | 4.72% | 2.54% | 2.18% |
| GOOGAlphabet Inc. C | 3.63% | 2.63% | 1.00% |
| JPMJpmorgan Chase | 3.38% | 1.64% | 1.74% |
| APHAmphenol Corp. Class A | 3.98% | 0.40% | 3.58% |
| MAMastercard Inc | 2.34% | 1.07% | 1.27% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.00% | 1.23% | 0.77% |
| MSIMotorola Solutions, Inc | 2.00% | 0.93% | 1.07% |
| MRKMerck & Company Inc | 1.89% | 1.04% | 0.85% |
| LINLinde Plc Ordinary Shares | 2.34% | 0.52% | 1.82% |
26.8% of OALC 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, NUDG or OALC?
NUDG has an expense ratio of 0.61% while OALC charges 0.49%. OALC is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between NUDG and OALC?
At least 26.8% of OALC's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 29 positions in common, counted across the 41 positions we hold weights for in NUDG and 210 in OALC.
Which pays a higher dividend, NUDG or OALC?
NUDG yields 0.48% while OALC yields 0.53%, so OALC currently pays the higher dividend yield.
Is OALC better than NUDG?
OALC has a lower expense ratio. OALC led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.