NUDG vs SPY
Nuveen Dividend Growth Fund ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, NUDG or SPY?
SPY has been ahead.
SPY has a lower expense ratio. SPY 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 | SPY |
|---|---|---|
| Expense Ratio | 0.61% | 0.09%Best |
| AUM | $5.7B | $777.9B |
| Dividend Yield | 0.48% | 1.00% |
| Holdings | 43 | 1,011 |
| YTD Return | +5.01% | +12.09%Best |
| 1Y Return | - | +12.45% |
| 3Y Return (annualized) | - | +21.45% |
| 5Y Return (annualized) | - | +11.87% |
| Fund Family | Nuveen | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NUDG vs SPY 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 SPY Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, NUDG is up 5.01% versus a gain of 12.09% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while SPY charges 0.09%. On a $10,000 position that is $61 vs $9 annually, a gap of $52 per year that compounds over a long holding period. On income, NUDG currently yields 0.48% against 1.00% for SPY.
Holdings Overlap
At least 30.0% of SPY'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.
The two portfolios partly overlap.
40 positions in common, counted across the 41 positions we hold weights for in NUDG and 504 in SPY, against full books of 43 and 1,011.
Top Shared Holdings
| Stock | Weight in NUDG | Weight in SPY | Difference |
|---|---|---|---|
| AAPLApple Inc | 6.53% | 7.53% | 1.00% |
| MSFTMicrosoft Corp | 7.58% | 5.96% | 1.62% |
| AVGOBroadcom Inc | 4.72% | 2.48% | 2.24% |
| GOOGAlphabet Inc. C | 3.63% | 2.46% | 1.17% |
| JPMJpmorgan Chase | 3.38% | 1.34% | 2.04% |
| APHAmphenol Corp. Class A | 3.98% | 0.31% | 3.67% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.00% | 1.09% | 0.91% |
| MAMastercard Inc | 2.34% | 0.73% | 1.61% |
| LINLinde Plc Ordinary Shares | 2.34% | 0.34% | 2.00% |
| ABBVAbbvie Inc. | 1.90% | 0.75% | 1.15% |
30.0% of SPY 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 SPY?
NUDG has an expense ratio of 0.61% while SPY charges 0.09%. SPY is the cheaper option, by $52 a year on a $10,000 investment.
What is the holdings overlap between NUDG and SPY?
At least 30.0% of SPY'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 504 in SPY.
Which pays a higher dividend, NUDG or SPY?
NUDG yields 0.48% while SPY yields 1.00%, so SPY currently pays the higher dividend yield.
Is SPY better than NUDG?
SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.