NUDV vs SPY

NUDV vs SPY

Which is better, NUDV or SPY?

Large Cap Value against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. NUDV is less concentrated, with 22.6% of the fund in its ten largest positions against 38.0%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: NUDV

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

MetricNUDVSPY
Expense Ratio0.26%0.09%Best
AUM$54M$804.7B
Dividend Yield2.07%0.98%
Holdings86505
YTD Return+11.34%+11.52%Best
1Y Return+17.45%+17.48%Best
3Y Return (annualized)+14.79%+20.62%Best
5Y Return (annualized)+9.43%+12.73%Best
Volatility (annualized)15.7%Tie15.7%Tie
Max Drawdown-20.1%Best-24.5%
$10,000 over 5 years$15,692$18,205Best
Top 10 Weight22.6%Best38.0%
Fund FamilyNuveenState Street Investment Management
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionSep 27, 2021Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2021 to Sep 10, 2026 (5 years).

NUDV vs SPY 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 covers the 5 years both funds cover.

NUDV vs SPY Performance

Nuveen ESG Dividend ETF (NUDV) is an ETF from Nuveen and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NUDV returned +17.45% while SPY returned +17.48%. Year to date, NUDV is up 11.34% versus a gain of 11.52% for SPY.

Over three years, NUDV compounded at +14.79% per year against +20.62% for SPY; over five years the annualized figures are +9.43% and +12.73% respectively.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUDV and SPY have been equally volatile, both at 15.7% annualized.

The deepest peak-to-trough decline in our data was -20.1% for NUDV and -24.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUDV charges 0.26% per year while SPY charges 0.09%. On a $10,000 position that is $26 vs $9 annually, a gap of $17 per year that compounds over a long holding period. On income, NUDV currently yields 2.07% against 0.98% for SPY.

Holdings Overlap

NUDV already in SPY99.1%
SPY already in NUDV13.3%

99.1% of NUDV's money is in holdings SPY also owns. 13.3% of SPY's money is in holdings NUDV also owns.

Most of NUDV is already inside SPY. Owning both mostly buys the same companies twice.

84 positions in common, counted across the 85 positions we hold weights for in NUDV and 504 in SPY, against full books of 86 and 505.

What only one of them owns

Our book lists 411 positions for SPY that do not appear in our book for NUDV (86.3% of the fund), and 0 for NUDV that do not appear in SPY (0.0%).

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 NUDVWeight in SPYDifference
KOCoca Cola Co.2.64%0.50%2.14%
GSGoldman Sachs Group Inc.2.58%0.47%2.11%
MRKMerck & Co. Inc.2.40%0.47%1.93%
MSMorgan Stanley2.41%0.39%2.02%
PGProcter & Gamble Company2.26%0.52%1.74%
CSCOCisco Systems Inc. - Ordinary Shares2.03%0.72%1.31%
ABBVAbbvie Inc.2.09%0.65%1.44%
IBMInternational Business Machines Corp.2.16%0.33%1.83%
VZVerizon Communications, Inc.2.01%0.29%1.72%
UNPUnion Pacific Corp2.01%0.26%1.75%

99.1% of NUDV is already inside SPY.

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

NUDVSPY

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Frequently Asked Questions

Which is cheaper, NUDV or SPY?

NUDV has an expense ratio of 0.26% while SPY charges 0.09%. SPY is the cheaper option, by $17 a year on a $10,000 investment.

Which performed better, NUDV or SPY?

Over the past year NUDV returned +17.45% vs +17.48% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NUDV or SPY?

NUDV and SPY have been equally volatile, both at 15.7% annualized. Worst drawdown: NUDV -20.1% vs SPY -24.5%.

Should I hold both NUDV and SPY?

NUDV and SPY have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NUDV and SPY?

99.1% of NUDV's money is in holdings SPY also owns. 13.3% of SPY's is in holdings NUDV also owns. They hold 84 positions in common, counted across the 85 positions we hold weights for in NUDV and 504 in SPY.

Which pays a higher dividend, NUDV or SPY?

NUDV yields 2.07% while SPY yields 0.98%, so NUDV currently pays the higher dividend yield.

Is SPY better than NUDV?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. NUDV is less concentrated, with 22.6% of the fund in its ten largest positions against 38.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.