NUDG vs SCHD
Nuveen Dividend Growth Fund ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NUDG | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | 0.26% | 3.31% | |
| Holdings | 43 | 104 | |
| YTD Return | +4.95% | +26.21% | |
| 1Y Return | - | +29.99% | |
| 3Y Return (annualized) | - | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -2.3% | -33.4% | |
| Fund Family | Nuveen | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2026 | Oct 20, 2011 |
NUDG vs SCHD Performance
Nuveen Dividend Growth Fund ETF (NUDG) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NUDG is up 4.95% versus a gain of 26.21% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for NUDG and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $61 vs $6 annually, a gap of $55 per year that compounds over a long holding period. On income, NUDG currently yields 0.26% against 3.31% for SCHD.
Holdings Overlap
NUDG and SCHD share 4 holdings out of 139 unique holdings combined, representing a 5.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUDG or SCHD?
NUDG has an expense ratio of 0.61% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
What is the holdings overlap between NUDG and SCHD?
NUDG and SCHD share 4 common holdings with a 5.8% weight overlap. Combined, they hold 139 unique securities.
Which pays a higher dividend, NUDG or SCHD?
NUDG yields 0.26% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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