NUDG vs VOO

NUDG vs VOO

Which is better, NUDG or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 42.4%.

Lower Fees: VOOHigher Returns (1Y): VOOLess Concentrated: VOO

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

MetricNUDGVOO
Expense Ratio0.61%0.03%Best
AUM-$997.4B
Dividend Yield0.26%1.04%
Holdings43509
YTD Return+1.66%+12.50%Best
1Y Return-+17.58%
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Top 10 Weight42.4%36.4%Best
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Sep 7, 2010

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

NUDG vs VOO 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 VOO Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, NUDG is up 1.66% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

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 1.04% for VOO.

Holdings Overlap

NUDG already in VOO90.6%
VOO already in NUDG29.3%

90.6% of NUDG's money is in holdings VOO also owns. 29.3% of VOO's money is in holdings NUDG also owns.

Most of NUDG is already inside VOO. Owning both mostly buys the same companies twice.

40 positions in common, counted across the 43 positions we hold weights for in NUDG and 505 in VOO, against full books of 43 and 509.

What only one of them owns

Our book lists 456 positions for VOO that do not appear in our book for NUDG (70.2% of the fund), and 2 for NUDG that do not appear in VOO (3.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in NUDGWeight in VOODifference
AAPLApple, Inc6.90%6.59%0.31%
MSFTMicrosoft Corp 4.100 Feb 06 375.80%4.30%1.50%
AVGOBroadcom Inc5.40%2.77%2.63%
GOOGAlphabet Inc2.90%2.59%0.31%
JPMJpmorgan Chase & Co.3.80%1.26%2.54%
APHAmphenol Corp. Class A4.40%0.34%4.06%
METAMeta Platforms, Inc.1.30%1.92%0.62%
MAMastercard Inc2.50%0.64%1.86%
AXPAmerican Express Co.2.70%0.28%2.42%
NEENextera Energy Inc.2.70%0.28%2.42%

90.6% of NUDG is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NUDGVOO

Free for up to 10 holdings. No account needed.

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, by $58 a year on a $10,000 investment.

What is the holdings overlap between NUDG and VOO?

90.6% of NUDG's money is in holdings VOO also owns. 29.3% of VOO's is in holdings NUDG also owns. They hold 40 positions in common, counted across the 43 positions we hold weights for in NUDG and 505 in VOO.

Which pays a higher dividend, NUDG or VOO?

NUDG yields 0.26% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than NUDG?

VOO has a lower expense ratio. VOO led over 1Y. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.