NUDG vs VYM
Nuveen Dividend Growth Fund ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | NUDG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.61% | 0.04% | |
| AUM | - | $81.6B | |
| Dividend Yield | 0.26% | 2.24% | |
| Holdings | 43 | 616 | |
| YTD Return | +2.78% | +14.66% | |
| 1Y Return | - | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -2.3% | -58.8% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 2, 2026 | Nov 10, 2006 |
NUDG vs VYM Performance
Nuveen Dividend Growth Fund ETF (NUDG) is a ETF from Nuveen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, NUDG is up 2.78% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -2.3% for NUDG and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $61 vs $4 annually, a gap of $57 per year that compounds over a long holding period. On income, NUDG currently yields 0.26% against 2.24% for VYM.
Holdings Overlap
NUDG and VYM share 25 holdings out of 621 unique holdings combined, representing a 25.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUDG or VYM?
NUDG has an expense ratio of 0.61% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
What is the holdings overlap between NUDG and VYM?
NUDG and VYM share 25 common holdings with a 25.5% weight overlap. Combined, they hold 621 unique securities.
Which pays a higher dividend, NUDG or VYM?
NUDG yields 0.26% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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