NUDG vs VYM

NUDG vs VYM

Which is better, NUDG or VYM?

Large Cap Blend against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 42.4%.

Lower Fees: VYMHigher Returns (1Y): VYMLess Concentrated: VYM

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

MetricNUDGVYM
Expense Ratio0.61%0.04%Best
AUM-$81.6B
Dividend Yield0.26%2.22%
Holdings43613
YTD Return+1.66%+13.91%Best
1Y Return-+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Top 10 Weight42.4%25.9%Best
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionJun 2, 2026Nov 10, 2006

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

NUDG vs VYM 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 VYM Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, NUDG is up 1.66% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

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 2.22% for VYM.

Holdings Overlap

NUDG already in VYM48.7%
VYM already in NUDG27.9%

48.7% of NUDG's money is in holdings VYM also owns. 27.9% of VYM's money is in holdings NUDG also owns.

The two portfolios partly overlap.

25 positions in common, counted across the 43 positions we hold weights for in NUDG and 603 in VYM, against full books of 43 and 613.

What only one of them owns

Our book lists 543 positions for VYM that do not appear in our book for NUDG (69.5% of the fund), and 17 for NUDG that do not appear in VYM (45.0%).

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 VYMDifference
AVGOBroadcom Inc5.40%7.29%1.89%
JPMJpmorgan Chase & Co.3.80%3.38%0.42%
XOMExxon Mobil Corp.1.80%2.36%0.56%
ABBVAbbvie Inc.2.20%1.85%0.35%
NEENextera Energy Inc.2.70%0.76%1.94%
MRKMerck & Co. Inc.2.10%1.32%0.78%
ETNEaton Corp. Plc2.50%0.69%1.81%
PMPhilip Morris International Inc.2.00%1.17%0.83%
LINLinde Plc Ordinary Shares2.10%0.99%1.11%
ADIAnalog Devices, Inc.2.00%0.80%1.20%

48.7% of NUDG is already inside VYM.

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

NUDGVYM

Free for up to 10 holdings. No account needed.

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, by $57 a year on a $10,000 investment.

What is the holdings overlap between NUDG and VYM?

48.7% of NUDG's money is in holdings VYM also owns. 27.9% of VYM's is in holdings NUDG also owns. They hold 25 positions in common, counted across the 43 positions we hold weights for in NUDG and 603 in VYM.

Which pays a higher dividend, NUDG or VYM?

NUDG yields 0.26% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than NUDG?

VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.9% 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.