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.

Lower Fees: VOOHigher Returns (1Y): 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$5.7B$1.0T
Dividend Yield0.48%1.05%
Holdings43519
YTD Return+1.95%+8.52%Best
1Y Return-+10.96%
3Y Return (annualized)-+20.51%
5Y Return (annualized)-+10.97%
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, Top 10 Weight.

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 1.95% versus a gain of 8.52% 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 0.48% against 1.05% for VOO.

Holdings Overlap

VOO already in NUDG29.3%

At least 29.3% of VOO'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.

VOO and NUDG share little of their money.

40 positions in common, counted across the 41 positions we hold weights for in NUDG and 506 in VOO, against full books of 43 and 519.

Top Shared Holdings

StockWeight in NUDGWeight in VOODifference
AAPLApple Inc6.53%7.38%0.85%
MSFTMicrosoft Corp7.58%5.78%1.80%
AVGOBroadcom Inc4.72%2.54%2.18%
GOOGAlphabet Inc. C3.63%2.45%1.18%
JPMJpmorgan Chase3.38%1.33%2.05%
APHAmphenol Corp. Class A3.98%0.32%3.66%
MAMastercard Inc2.34%0.68%1.66%
XOMExxonmobil Holdings Corp Common Stock Usd2.00%1.02%0.98%
LINLinde Plc Ordinary Shares2.34%0.33%2.01%
ETNEaton Corporation Plc Ordinary Shares2.38%0.25%2.13%

29.3% of VOO 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.

NUDGVOO

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

What is the holdings overlap between NUDG and VOO?

At least 29.3% of VOO'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 506 in VOO.

Which pays a higher dividend, NUDG or VOO?

NUDG yields 0.48% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.

Is VOO better than NUDG?

VOO has a lower expense ratio. VOO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.