NUDG vs VTI
Nuveen Dividend Growth Fund ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, NUDG or VTI?
VTI has been ahead.
VTI has a lower expense ratio. VTI 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 | VTI |
|---|---|---|
| Expense Ratio | 0.61% | 0.03%Best |
| AUM | $5.7B | $689.2B |
| Dividend Yield | 0.48% | 1.06% |
| Holdings | 43 | 3,542 |
| YTD Return | +5.01% | +12.23%Best |
| 1Y Return | - | +12.74% |
| 3Y Return (annualized) | - | +21.44% |
| 5Y Return (annualized) | - | +10.83% |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NUDG vs VTI 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 VTI Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, NUDG is up 5.01% versus a gain of 12.23% for VTI.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while VTI 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 1.06% for VTI.
Holdings Overlap
At least 26.3% of VTI'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.
VTI and NUDG share little of their money.
40 positions in common, counted across the 41 positions we hold weights for in NUDG and 3,464 in VTI, against full books of 43 and 3,542.
Top Shared Holdings
| Stock | Weight in NUDG | Weight in VTI | Difference |
|---|---|---|---|
| AAPLApple Inc | 6.53% | 6.63% | 0.10% |
| MSFTMicrosoft Corp | 7.58% | 5.19% | 2.39% |
| AVGOBroadcom Inc | 4.72% | 2.28% | 2.44% |
| GOOGAlphabet Inc. C | 3.63% | 2.18% | 1.45% |
| JPMJpmorgan Chase | 3.38% | 1.20% | 2.18% |
| APHAmphenol Corp. Class A | 3.98% | 0.28% | 3.70% |
| MAMastercard Inc | 2.34% | 0.59% | 1.75% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.00% | 0.92% | 1.08% |
| LINLinde Plc Ordinary Shares | 2.34% | 0.30% | 2.04% |
| ETNEaton Corporation Plc Ordinary Shares | 2.38% | 0.23% | 2.15% |
26.3% of VTI 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 VTI?
NUDG has an expense ratio of 0.61% while VTI charges 0.03%. VTI is the cheaper option, by $58 a year on a $10,000 investment.
What is the holdings overlap between NUDG and VTI?
At least 26.3% of VTI'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 3,464 in VTI.
Which pays a higher dividend, NUDG or VTI?
NUDG yields 0.48% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than NUDG?
VTI has a lower expense ratio. VTI led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.