NUDG vs QQQ
Nuveen Dividend Growth Fund ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | NUDG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.18% | |
| AUM | - | $496.3B | |
| Dividend Yield | 0.26% | 0.44% | |
| Holdings | 43 | 108 | |
| YTD Return | +3.36% | +16.64% | |
| 1Y Return | - | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | - | 30.6% | |
| Max Drawdown | -2.3% | -83.0% | |
| Fund Family | Nuveen | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2026 | Mar 10, 1999 |
NUDG vs QQQ Performance
Nuveen Dividend Growth Fund ETF (NUDG) is a ETF from Nuveen and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, NUDG is up 3.36% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for NUDG and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
NUDG charges 0.61% per year while QQQ charges 0.18%. On a $10,000 position that is $61 vs $18 annually, a gap of $43 per year that compounds over a long holding period. On income, NUDG currently yields 0.26% against 0.44% for QQQ.
Holdings Overlap
NUDG and QQQ share 15 holdings out of 130 unique holdings combined, representing a 27.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUDG or QQQ?
NUDG has an expense ratio of 0.61% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $43 per year of difference.
What is the holdings overlap between NUDG and QQQ?
NUDG and QQQ share 15 common holdings with a 27.7% weight overlap. Combined, they hold 130 unique securities.
Which pays a higher dividend, NUDG or QQQ?
NUDG yields 0.26% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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