NUDG vs WLTG

NUDG vs WLTG

Which is better, NUDG or WLTG?

WLTG has been ahead.

NUDG has a lower expense ratio. WLTG led over 1Y.

Lower Fees: NUDGHigher Returns (1Y): WLTG

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

MetricNUDGWLTG
Expense Ratio0.61%Best0.74%
AUM$5.7B$74M
Dividend Yield0.48%4.04%
Holdings4383
YTD Return+5.01%+7.94%Best
1Y Return-+10.54%
3Y Return (annualized)-+22.29%
5Y Return (annualized)-+9.62%
Fund FamilyNuveenWealthTrust Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Dec 6, 2021

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

NUDG vs WLTG 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.

Compare NUDG against instead:NUDG vs SPYNUDG vs QQQNUDG vs VOONUDG vs VTIWLTG against:WLTG vs VXUS

NUDG vs WLTG Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and WealthTrust DBS Long Term Growth ETF (WLTG) is an ETF from WealthTrust Asset Management. Year to date, NUDG is up 5.01% versus a gain of 7.94% for WLTG.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while WLTG charges 0.74%. On a $10,000 position that is $61 vs $74 annually, a gap of $13 per year that compounds over a long holding period. On income, NUDG currently yields 0.48% against 4.04% for WLTG.

Holdings Overlap

WLTG already in NUDG11.1%

At least 11.1% of WLTG'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.

WLTG and NUDG share little of their money.

5 positions in common, counted across the 41 positions we hold weights for in NUDG and 42 in WLTG, against full books of 43 and 83.

Top Shared Holdings

StockWeight in NUDGWeight in WLTGDifference
MSFTMicrosoft Corp7.58%2.09%5.49%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd4.79%4.07%0.72%
AAPLApple Inc6.53%1.66%4.87%
AVGOBroadcom Inc4.72%1.87%2.85%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855581.65%1.36%0.29%

You are not choosing between two funds in isolation.

Whichever of NUDG and WLTG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NUDGWLTG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or WLTG?

NUDG has an expense ratio of 0.61% while WLTG charges 0.74%. NUDG is the cheaper option, by $13 a year on a $10,000 investment.

What is the holdings overlap between NUDG and WLTG?

At least 11.1% of WLTG's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 5 positions in common, counted across the 41 positions we hold weights for in NUDG and 42 in WLTG.

Which pays a higher dividend, NUDG or WLTG?

NUDG yields 0.48% while WLTG yields 4.04%, so WLTG currently pays the higher dividend yield.

Is WLTG better than NUDG?

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