NUGO vs REGS

NUGO vs REGS

Which is better, NUGO or REGS?

NUGO has been ahead.

REGS has a lower expense ratio. NUGO led over 1Y. REGS is less concentrated, with 49.2% of the fund in its ten largest positions against 61.6%.

Lower Fees: REGSHigher Returns (1Y): NUGOLess Concentrated: REGS

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

MetricNUGOREGS
Expense Ratio0.50%0.35%Best
AUM$2.5B$77M
Dividend Yield0.00%0.00%
Holdings46124
YTD Return+12.36%+15.98%Best
1Y Return+12.74%-
3Y Return (annualized)+25.11%-
5Y Return (annualized)+13.22%-
Top 10 Weight61.6%49.2%Best
Fund FamilyNuveenColumbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionSep 27, 2021Mar 16, 2026

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

NUGO vs REGS 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 NUGO against instead:NUGO vs SPYNUGO vs QQQNUGO vs VOONUGO vs VTIREGS against:REGS vs VXUS

NUGO vs REGS Performance

Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen and Columbia Large Cap Growth ETF (REGS) is an ETF from Columbia Threadneedle Investments. Year to date, NUGO is up 12.36% versus a gain of 15.98% for REGS.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUGO charges 0.50% per year while REGS charges 0.35%. On a $10,000 position that is $50 vs $35 annually, a gap of $15 per year that compounds over a long holding period. On income, NUGO currently yields 0.00% against 0.00% for REGS.

Holdings Overlap

NUGO already in REGS78.0%
REGS already in NUGO58.6%

78.0% of NUGO's money is in holdings REGS also owns. 58.6% of REGS's money is in holdings NUGO also owns.

Most of NUGO is already inside REGS. Owning both mostly buys the same companies twice.

21 positions in common, counted across the 45 positions we hold weights for in NUGO and 60 in REGS, against full books of 46 and 124.

What only one of them owns

Measured across the 45 and 60 positions we hold weights for.

REGS holds 37 positions NUGO does not, 37.2% of the fund.

Largest: GOOG 4.79%, VRTX 1.69%, AXP 1.50%, UBER 1.43%, BE 1.36%

Top Shared Holdings

StockWeight in NUGOWeight in REGSDifference
NVDANvidia Corp15.31%11.05%4.26%
AAPLApple, Inc7.33%8.14%0.81%
MSFTMicrosoft Corp7.41%4.84%2.57%
GOOGLAlphabet Inc,class A10.44%1.68%8.76%
AVGOBroadcom Inc6.37%5.63%0.74%
LLYEli Lilly & Co.3.94%3.42%0.52%
METAMeta Platforms Inc1.47%4.73%3.26%
AMDAdvanced Micro Devices Inc2.60%2.51%0.09%
AMZNAmazon.Com Inc2.02%2.17%0.15%
ANETArista Networks Inc.2.30%1.88%0.42%

78.0% of NUGO is already inside REGS.

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

NUGOREGS

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Frequently Asked Questions

Which is cheaper, NUGO or REGS?

NUGO has an expense ratio of 0.50% while REGS charges 0.35%. REGS is the cheaper option, by $15 a year on a $10,000 investment.

What is the holdings overlap between NUGO and REGS?

78.0% of NUGO's money is in holdings REGS also owns. 58.6% of REGS's is in holdings NUGO also owns. They hold 21 positions in common, counted across the 45 positions we hold weights for in NUGO and 60 in REGS.

Which pays a higher dividend, NUGO or REGS?

NUGO yields 0.00% while REGS yields 0.00%, so REGS currently pays the higher dividend yield.

Is REGS better than NUGO?

REGS has a lower expense ratio. NUGO led over 1Y. REGS is less concentrated, with 49.2% of the fund in its ten largest positions against 61.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.