NUDG vs SCHX
Nuveen Dividend Growth Fund ETF vs Schwab US Large-Cap ETF
Which is better, NUDG or SCHX?
SCHX has been ahead.
SCHX has a lower expense ratio. SCHX 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 | SCHX |
|---|---|---|
| Expense Ratio | 0.61% | 0.03%Best |
| AUM | $5.7B | $71.4B |
| Dividend Yield | 0.48% | 1.03% |
| Holdings | 43 | 1,511 |
| YTD Return | +5.01% | +11.81%Best |
| 1Y Return | - | +12.02% |
| 3Y Return (annualized) | - | +21.48% |
| 5Y Return (annualized) | - | +11.31% |
| Fund Family | Nuveen | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Nov 3, 2009 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NUDG vs SCHX 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 SCHX Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Year to date, NUDG is up 5.01% versus a gain of 11.81% for SCHX.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while SCHX charges 0.03%. On a $10,000 position that is $61 vs $3 annually, a gap of $58 per year that compounds over a long holding period. On income, NUDG currently yields 0.48% against 1.03% for SCHX.
Holdings Overlap
At least 28.4% of SCHX'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.
SCHX and NUDG share little of their money.
40 positions in common, counted across the 41 positions we hold weights for in NUDG and 750 in SCHX, against full books of 43 and 1,511.
Top Shared Holdings
| Stock | Weight in NUDG | Weight in SCHX | Difference |
|---|---|---|---|
| AAPLApple Inc | 6.53% | 7.11% | 0.58% |
| MSFTMicrosoft Corp | 7.58% | 5.63% | 1.95% |
| AVGOBroadcom Inc | 4.72% | 2.34% | 2.38% |
| GOOGAlphabet Inc. C | 3.63% | 2.32% | 1.31% |
| JPMJpmorgan Chase | 3.38% | 1.27% | 2.11% |
| APHAmphenol Corp. Class A | 3.98% | 0.29% | 3.69% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.00% | 1.04% | 0.96% |
| MAMastercard Inc | 2.34% | 0.69% | 1.65% |
| LINLinde Plc Ordinary Shares | 2.34% | 0.32% | 2.02% |
| ETNEaton Corporation Plc Ordinary Shares | 2.38% | 0.23% | 2.15% |
28.4% of SCHX 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 SCHX?
NUDG has an expense ratio of 0.61% while SCHX charges 0.03%. SCHX is the cheaper option, by $58 a year on a $10,000 investment.
What is the holdings overlap between NUDG and SCHX?
At least 28.4% of SCHX's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 40 positions in common, counted across the 41 positions we hold weights for in NUDG and 750 in SCHX.
Which pays a higher dividend, NUDG or SCHX?
NUDG yields 0.48% while SCHX yields 1.03%, so SCHX currently pays the higher dividend yield.
Is SCHX better than NUDG?
SCHX has a lower expense ratio. SCHX led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.