AFLG vs NUDG

AFLG vs NUDG

Which is better, AFLG or NUDG?

AFLG has been ahead.

AFLG has a lower expense ratio. AFLG led over 1Y. AFLG is less concentrated, with 33.0% of the fund in its ten largest positions against 42.3%.

Lower Fees: AFLGHigher Returns (1Y): AFLGLess Concentrated: AFLG

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

MetricAFLGNUDG
Expense Ratio0.55%Best0.61%
AUM$803M$6.2B
Dividend Yield0.71%0.50%
Holdings43543
YTD Return+15.28%Best+3.09%
1Y Return+17.84%-
3Y Return (annualized)+22.61%-
5Y Return (annualized)+12.73%-
Top 10 Weight33.0%Best42.3%
Fund FamilyFirst Trust Portfolios (US)Nuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 4, 2019Jun 2, 2026

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

AFLG vs NUDG 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 AFLG against instead:AFLG vs SPYAFLG vs QQQAFLG vs VOOAFLG vs VTINUDG against:NUDG vs VXUS

AFLG vs NUDG Performance

First Trust Active Factor Large Cap ETF (AFLG) is an ETF from First Trust Portfolios (US) and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, AFLG is up 15.28% versus a gain of 3.09% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

AFLG charges 0.55% per year while NUDG charges 0.61%. On a $10,000 position that is $55 vs $61 annually, a gap of $6 per year that compounds over a long holding period. On income, AFLG currently yields 0.71% against 0.50% for NUDG.

Holdings Overlap

AFLG already in NUDG17.2%
NUDG already in AFLG42.5%

17.2% of AFLG's money is in holdings NUDG also owns. 42.5% of NUDG's money is in holdings AFLG also owns.

The two portfolios partly overlap.

14 positions in common, counted across the 218 positions we hold weights for in AFLG and 42 in NUDG, against full books of 435 and 43.

What only one of them owns

Our book lists 27 positions for NUDG that do not appear in our book for AFLG (52.0% of the fund), and 200 for AFLG that do not appear in NUDG (81.0%).

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 AFLGWeight in NUDGDifference
AAPLApple, Inc6.58%6.37%0.21%
MSFTMicrosoft Corp4.00%7.67%3.67%
AVGOBroadcom Inc2.50%5.11%2.61%
APHAmphenol Corp. Class A0.21%3.83%3.62%
MAMastercard Inc0.56%2.54%1.98%
XOMExxonmobil Holdings Corp Common Stock Usd0.98%2.01%1.03%
ELVElevance Health Inc0.21%2.17%1.96%
MRKMerck & Company Inc0.42%1.95%1.53%
ABBVAbbvie Inc.0.38%1.89%1.51%
CVXChevron Corp0.51%1.66%1.15%

42.5% of NUDG is already inside AFLG.

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

AFLGNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, AFLG or NUDG?

AFLG has an expense ratio of 0.55% while NUDG charges 0.61%. AFLG is the cheaper option, by $6 a year on a $10,000 investment.

What is the holdings overlap between AFLG and NUDG?

42.5% of NUDG's money is in holdings AFLG also owns. 42.5% of NUDG's is in holdings AFLG also owns. They hold 14 positions in common, counted across the 218 positions we hold weights for in AFLG and 42 in NUDG.

Which pays a higher dividend, AFLG or NUDG?

AFLG yields 0.71% while NUDG yields 0.50%, so AFLG currently pays the higher dividend yield.

Is NUDG better than AFLG?

AFLG has a lower expense ratio. AFLG led over 1Y. AFLG is less concentrated, with 33.0% of the fund in its ten largest positions against 42.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.