NUDV vs VOO
Nuveen ESG Dividend ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NUDV | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.26% | 0.03% | |
| AUM | $50M | $979.0B | |
| Dividend Yield | 2.15% | 1.09% | |
| Holdings | 87 | 509 | |
| YTD Return | +14.59% | +14.48% | |
| 1Y Return | +21.05% | +22.02% | |
| 3Y Return (annualized) | +15.42% | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 15.8% | 14.2% | |
| Max Drawdown | -20.1% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 27, 2021 | Sep 7, 2010 |
NUDV vs VOO Performance
Nuveen ESG Dividend ETF (NUDV) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NUDV returned +21.05% while VOO returned +22.02%. Year to date, NUDV is up 14.59% versus a gain of 14.48% for VOO.
Over three years, NUDV compounded at +15.42% per year against +21.80% for VOO. Across the full 5-year window we track, VOO has the edge at +13.61% annualized vs +10.23%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUDV has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 14.2% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.1% for NUDV and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 VOO charges 0.03%. On a $10,000 position that is $26 vs $3 annually, a gap of $23 per year that compounds over a long holding period. On income, NUDV currently yields 2.15% against 1.09% for VOO.
Holdings Overlap
NUDV and VOO share 82 holdings out of 508 unique holdings combined, representing a 12.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUDV or VOO?
NUDV has an expense ratio of 0.26% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
Which performed better, NUDV or VOO?
Over the past year NUDV returned +21.05% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), NUDV annualized +10.23% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, NUDV or VOO?
NUDV has been the more volatile fund at 15.8% annualized versus 14.2% for VOO. Worst drawdown: NUDV -20.1% vs VOO -34.3%.
Should I hold both NUDV and VOO?
NUDV and VOO have a monthly-return correlation of 0.84, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NUDV and VOO?
NUDV and VOO share 82 common holdings with a 12.5% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, NUDV or VOO?
NUDV yields 2.15% while VOO yields 1.09%, so NUDV currently pays the higher dividend yield.
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