BCUS vs NUDG

BCUS vs NUDG

Which is better, BCUS or NUDG?

NUDG has been ahead.

NUDG has a lower expense ratio. NUDG led over 1Y. BCUS is less concentrated, with 40.8% of the fund in its ten largest positions against 42.3%.

Lower Fees: NUDGHigher Returns (1Y): NUDGLess Concentrated: BCUS

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

MetricBCUSNUDG
Expense Ratio0.70%0.61%Best
AUM$149M$6.2B
Dividend Yield0.10%0.50%
Holdings6243
YTD Return+2.72%Best+2.67%
1Y Return+2.65%-
Top 10 Weight40.8%Best42.3%
Fund FamilyBancreek Capital AdvisorsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 20, 2023Jun 2, 2026

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

BCUS 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 BCUS against instead:BCUS vs SPYBCUS vs QQQBCUS vs VOOBCUS vs VTINUDG against:NUDG vs VXUS

BCUS vs NUDG Performance

Bancreek US Large Cap ETF (BCUS) is an ETF from Bancreek Capital Advisors and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, BCUS is up 2.72% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCUS charges 0.70% per year while NUDG charges 0.61%. On a $10,000 position that is $70 vs $61 annually, a gap of $9 per year that compounds over a long holding period. On income, BCUS currently yields 0.10% against 0.50% for NUDG.

Holdings Overlap

BCUS already in NUDG7.1%
NUDG already in BCUS8.9%

7.1% of BCUS's money is in holdings NUDG also owns. 8.9% of NUDG's money is in holdings BCUS also owns.

NUDG and BCUS share little of their money.

2 positions in common, counted across the 30 positions we hold weights for in BCUS and 42 in NUDG, against full books of 62 and 43.

What only one of them owns

Our book lists 39 positions for NUDG that do not appear in our book for BCUS (85.6% of the fund), and 24 for BCUS that do not appear in NUDG (79.4%).

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 BCUSWeight in NUDGDifference
AVGOBroadcom Inc3.95%5.11%1.16%
APHAmphenol Corp. Class A3.13%3.83%0.70%

You are not choosing between two funds in isolation.

Whichever of BCUS and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCUSNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCUS or NUDG?

BCUS has an expense ratio of 0.70% while NUDG charges 0.61%. NUDG is the cheaper option, by $9 a year on a $10,000 investment.

What is the holdings overlap between BCUS and NUDG?

8.9% of NUDG's money is in holdings BCUS also owns. 8.9% of NUDG's is in holdings BCUS also owns. They hold 2 positions in common, counted across the 30 positions we hold weights for in BCUS and 42 in NUDG.

Which pays a higher dividend, BCUS or NUDG?

BCUS yields 0.10% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG better than BCUS?

NUDG has a lower expense ratio. NUDG led over 1Y. BCUS is less concentrated, with 40.8% 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.