BBHL vs NUDG

BBHL vs NUDG

Which is better, BBHL or NUDG?

BBHL has been ahead.

NUDG has a lower expense ratio. BBHL led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 47.3%.

Lower Fees: NUDGHigher Returns (1Y): BBHLLess Concentrated: NUDG

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

MetricBBHLNUDG
Expense Ratio0.71%0.61%Best
AUM$540M$6.2B
Dividend Yield0.00%0.50%
Holdings9843
YTD Return+9.09%Best+2.67%
1Y Return+11.66%-
Top 10 Weight47.3%42.3%Best
Fund FamilyBrown Brothers HarrimanNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionNov 17, 2025Jun 2, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BBHL 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 BBHL against instead:BBHL vs SPYBBHL vs QQQBBHL vs VOOBBHL vs VTINUDG against:NUDG vs VXUS

BBHL vs NUDG Performance

BBH Select Large Cap ETF (BBHL) is an ETF from Brown Brothers Harriman and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, BBHL is up 9.09% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

BBHL charges 0.71% per year while NUDG charges 0.61%. On a $10,000 position that is $71 vs $61 annually, a gap of $10 per year that compounds over a long holding period. On income, BBHL currently yields 0.00% against 0.50% for NUDG.

Holdings Overlap

BBHL already in NUDG36.6%
NUDG already in BBHL43.1%

36.6% of BBHL's money is in holdings NUDG also owns. 43.1% of NUDG's money is in holdings BBHL also owns.

The two portfolios partly overlap.

13 positions in common, counted across the 48 positions we hold weights for in BBHL and 42 in NUDG, against full books of 98 and 43.

What only one of them owns

Our book lists 28 positions for NUDG that do not appear in our book for BBHL (51.4% of the fund), and 34 for BBHL that do not appear in NUDG (60.3%).

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 BBHLWeight in NUDGDifference
MSFTMicrosoft Corp8.15%7.67%0.48%
AAPLApple, Inc5.76%6.37%0.61%
GOOGAlphabet Inc. C6.49%3.68%2.81%
AVGOBroadcom Inc1.71%5.11%3.40%
MAMastercard Inc3.92%2.54%1.38%
LINLinde Plc Ordinary Shares3.05%2.45%0.60%
JPMJpmorgan Chase1.47%3.72%2.25%
WMTWalmart, Inc.2.05%1.79%0.26%
BLKBlackrock Funding Inc/De0.95%2.27%1.32%
ADIAnalog Devices, Inc.0.97%1.84%0.87%

43.1% of NUDG is already inside BBHL.

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

BBHLNUDG

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Frequently Asked Questions

Which is cheaper, BBHL or NUDG?

BBHL has an expense ratio of 0.71% while NUDG charges 0.61%. NUDG is the cheaper option, by $10 a year on a $10,000 investment.

What is the holdings overlap between BBHL and NUDG?

43.1% of NUDG's money is in holdings BBHL also owns. 43.1% of NUDG's is in holdings BBHL also owns. They hold 13 positions in common, counted across the 48 positions we hold weights for in BBHL and 42 in NUDG.

Which pays a higher dividend, BBHL or NUDG?

BBHL yields 0.00% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG better than BBHL?

NUDG has a lower expense ratio. BBHL led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 47.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.