NUDG vs PSET
Nuveen Dividend Growth Fund ETF vs Principal Quality ETF
Which is better, NUDG or PSET?
NUDG has been ahead.
PSET has a lower expense ratio. NUDG led over 1Y. PSET is less concentrated, with 34.2% of the fund in its ten largest positions against 42.3%.
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 | PSET |
|---|---|---|
| Expense Ratio | 0.61% | 0.15%Best |
| AUM | $6.2B | $26M |
| Dividend Yield | 0.50% | 0.69% |
| Holdings | 43 | 150 |
| Top 10 Weight | 42.3% | 34.2%Best |
| Fund Family | Nuveen | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Mar 21, 2016 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
The two price series end 11 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NUDG has data through Oct 30, 2026 and PSET through Oct 19, 2026.
Fees and Cost Over Time
NUDG charges 0.61% per year while PSET charges 0.15%. On a $10,000 position that is $61 vs $15 annually, a gap of $46 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.69% for PSET.
Holdings Overlap
36.5% of NUDG's money is in holdings PSET also owns. 23.9% of PSET's money is in holdings NUDG also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 42 positions we hold weights for in NUDG and 73 in PSET, against full books of 43 and 150.
What only one of them owns
Our book lists 60 positions for PSET that do not appear in our book for NUDG (74.0% of the fund), and 30 for NUDG that do not appear in PSET (58.0%).
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
| Stock | Weight in NUDG | Weight in PSET | Difference |
|---|---|---|---|
| AAPLApple, Inc | 6.37% | 6.11% | 0.26% |
| MSFTMicrosoft Corp | 7.67% | 4.38% | 3.29% |
| GOOGAlphabet Inc. C | 3.68% | 2.88% | 0.80% |
| AVGOBroadcom Inc | 5.11% | 1.19% | 3.92% |
| MAMastercard Inc | 2.54% | 1.81% | 0.73% |
| ETNEaton Corp Plc | 2.26% | 1.54% | 0.72% |
| TTTt Trane Technologies Plc | 1.93% | 1.26% | 0.67% |
| DHRDanaher Corporation | 1.75% | 1.39% | 0.36% |
| TJXTjx Cos., Inc. | 1.81% | 1.09% | 0.72% |
| NDAQNasdaq Inc. | 1.75% | 1.14% | 0.61% |
36.5% of NUDG is already inside PSET.
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 PSET?
NUDG has an expense ratio of 0.61% while PSET charges 0.15%. PSET is the cheaper option, by $46 a year on a $10,000 investment.
What is the holdings overlap between NUDG and PSET?
36.5% of NUDG's money is in holdings PSET also owns. 23.9% of PSET's is in holdings NUDG also owns. They hold 11 positions in common, counted across the 42 positions we hold weights for in NUDG and 73 in PSET.
Which pays a higher dividend, NUDG or PSET?
NUDG yields 0.50% while PSET yields 0.69%, so PSET currently pays the higher dividend yield.
Is PSET better than NUDG?
PSET has a lower expense ratio. NUDG led over 1Y. PSET is less concentrated, with 34.2% of the fund in its ten largest positions against 42.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.