NUDG vs VOO

NUDG vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricNUDGVOOWinner
Expense Ratio0.61%0.03%
AUM-$997.4B
Dividend Yield0.26%1.08%
Holdings43509
YTD Return+2.78%+12.25%
1Y Return-+20.92%
3Y Return (annualized)-+21.79%
5Y Return (annualized)-+13.05%
Volatility (annualized)-14.1%
Max Drawdown-2.3%-34.3%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionJun 2, 2026Sep 7, 2010

NUDG vs VOO Performance

Nuveen Dividend Growth Fund ETF (NUDG) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, NUDG is up 2.78% versus a gain of 12.25% for VOO.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -2.3% for NUDG and -34.3% for VOO. 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 VOO 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 0.26% against 1.08% for VOO.

Holdings Overlap

28.6%overlap

NUDG and VOO share 40 holdings out of 508 unique holdings combined, representing a 28.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUDGWeight in VOODifference
AAPL6.90%6.59%0.31%
MSFT5.80%4.30%1.50%
AVGO5.40%2.77%2.63%
GOOGProProPro
JPMProProPro
APHProProPro
METAProProPro
MAProProPro
AXPProProPro
NEEProProPro
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Frequently Asked Questions

Which is cheaper, NUDG or VOO?

NUDG has an expense ratio of 0.61% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $58 per year of difference.

What is the holdings overlap between NUDG and VOO?

NUDG and VOO share 40 common holdings with a 28.6% weight overlap. Combined, they hold 508 unique securities.

Which pays a higher dividend, NUDG or VOO?

NUDG yields 0.26% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

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