NUDG vs QQQ

NUDG vs QQQ

Which is better, NUDG or QQQ?

Large Cap Blend against Large Cap Growth.

QQQ has a lower expense ratio. QQQ led over 1Y.

Lower Fees: QQQHigher Returns (1Y): QQQ

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

MetricNUDGQQQ
Expense Ratio0.61%0.18%Best
AUM$5.7B$437.3B
Dividend Yield0.48%0.43%
Holdings43208
YTD Return+5.01%+12.98%Best
1Y Return-+11.59%
3Y Return (annualized)-+23.05%
5Y Return (annualized)-+12.74%
Fund FamilyNuveenInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Growth
InceptionJun 2, 2026Mar 10, 1999

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

NUDG vs QQQ 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 QQQ Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Year to date, NUDG is up 5.01% versus a gain of 12.98% for QQQ.

Past performance does not guarantee future results.

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 0.48% against 0.43% for QQQ.

Holdings Overlap

QQQ already in NUDG26.6%

At least 26.6% of QQQ'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.

QQQ and NUDG share little of their money.

13 positions in common, counted across the 41 positions we hold weights for in NUDG and 101 in QQQ, against full books of 43 and 208.

Top Shared Holdings

StockWeight in NUDGWeight in QQQDifference
AAPLApple Inc6.53%7.68%1.15%
MSFTMicrosoft Corp7.58%6.16%1.42%
AVGOBroadcom Inc4.72%2.52%2.20%
GOOGAlphabet Inc. C3.63%2.93%0.70%
WMTWalmart Inc1.75%2.43%0.68%
LINLinde Plc Ordinary Shares2.34%0.97%1.37%
ADIAnalog Devices1.90%0.83%1.07%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855581.65%0.72%0.93%
SBUXStarbucks Corp1.64%0.47%1.17%
BKNGBooking Holdings, Inc.1.52%0.53%0.99%

26.6% of QQQ 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.

NUDGQQQ

Free for up to 10 holdings. No account needed.

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, by $43 a year on a $10,000 investment.

What is the holdings overlap between NUDG and QQQ?

At least 26.6% of QQQ's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 13 positions in common, counted across the 41 positions we hold weights for in NUDG and 101 in QQQ.

Which pays a higher dividend, NUDG or QQQ?

NUDG yields 0.48% while QQQ yields 0.43%, so NUDG currently pays the higher dividend yield.

Is QQQ better than NUDG?

QQQ has a lower expense ratio. QQQ led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.