NUDV vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricNUDVVXUSWinner
Expense Ratio0.26%0.05%
AUM$50M$156.5B
Dividend Yield2.15%2.60%
Holdings878,747
YTD Return+13.51%+14.07%
1Y Return+22.43%+27.24%
3Y Return (annualized)+15.01%+19.27%
5Y Return (annualized)-+9.14%
Volatility (annualized)15.8%15.1%
Max Drawdown-20.1%-39.9%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionSep 27, 2021Jan 26, 2011

NUDV vs VXUS Performance

Nuveen ESG Dividend ETF (NUDV) is a ETF from Nuveen and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NUDV returned +22.43% while VXUS returned +27.24%. Year to date, NUDV is up 13.51% versus a gain of 14.07% for VXUS.

Over three years, NUDV compounded at +15.01% per year against +19.27% for VXUS. Across the full 5-year window we track, NUDV has the edge at +10.04% annualized vs +4.83%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUDV charges 0.26% per year while VXUS charges 0.05%. On a $10,000 position that is $26 vs $5 annually, a gap of $21 per year that compounds over a long holding period. On income, NUDV currently yields 2.15% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

NUDV and VXUS share 3 holdings out of 7943 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUDVWeight in VXUSDifference
SRE1.35%0.00%1.35%
BG0.62%0.03%0.59%
IRM0.28%0.05%0.23%

Frequently Asked Questions

Which is cheaper, NUDV or VXUS?

NUDV has an expense ratio of 0.26% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $21 per year of difference.

Which performed better, NUDV or VXUS?

Over the past year NUDV returned +22.43% vs +27.24% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), NUDV annualized +10.04% vs +4.83% for VXUS. Past performance does not guarantee future results.

Which is riskier, NUDV or VXUS?

NUDV has been the more volatile fund at 15.8% annualized versus 15.1% for VXUS. Worst drawdown: NUDV -20.1% vs VXUS -39.9%.

Should I hold both NUDV and VXUS?

NUDV and VXUS have a monthly-return correlation of 0.82, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUDV and VXUS?

NUDV and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 7943 unique securities.

Which pays a higher dividend, NUDV or VXUS?

NUDV yields 2.15% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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