BKCG vs NUDG
BNY Mellon Concentrated Growth ETF vs Nuveen Dividend Growth Fund ETF
Which is better, BKCG or NUDG?
BKCG has been ahead.
BKCG has a lower expense ratio. BKCG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 57.9%.
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
| Metric | BKCG | NUDG |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.61% |
| AUM | $123M | $6.2B |
| Dividend Yield | 0.59% | 0.50% |
| Holdings | 30 | 43 |
| YTD Return | +9.80%Best | +3.09% |
| 1Y Return | +13.51% | - |
| Top 10 Weight | 57.9% | 42.3%Best |
| Fund Family | BNY Mellon Investment Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 31, 2025 | Jun 2, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BKCG 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.
BKCG vs NUDG Performance
BNY Mellon Concentrated Growth ETF (BKCG) is an ETF from BNY Mellon Investment Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, BKCG is up 9.80% versus a gain of 3.09% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
BKCG charges 0.50% per year while NUDG charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, BKCG currently yields 0.59% against 0.50% for NUDG.
Holdings Overlap
41.7% of BKCG's money is in holdings NUDG also owns. 38.3% of NUDG's money is in holdings BKCG also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 28 positions we hold weights for in BKCG and 42 in NUDG, against full books of 30 and 43.
What only one of them owns
Our book lists 32 positions for NUDG that do not appear in our book for BKCG (60.7% of the fund), and 17 for BKCG that do not appear in NUDG (54.2%).
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
| Stock | Weight in BKCG | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.81% | 7.67% | 0.86% |
| AAPLApple, Inc | 5.38% | 6.37% | 0.99% |
| GOOGAlphabet Inc. C | 7.06% | 3.68% | 3.38% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 5.05% | 4.47% | 0.58% |
| AVGOBroadcom Inc | 2.49% | 5.11% | 2.62% |
| MAMastercard Inc | 3.77% | 2.54% | 1.23% |
| ETNEaton Corp Plc | 3.12% | 2.26% | 0.86% |
| BLKBlackrock Funding Inc/De | 2.89% | 2.27% | 0.62% |
| PMPhilip Morris International Inc. | 3.01% | 2.04% | 0.97% |
| ABBVAbbvie Inc. | 2.11% | 1.89% | 0.22% |
41.7% of BKCG is already inside NUDG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BKCG or NUDG?
BKCG has an expense ratio of 0.50% while NUDG charges 0.61%. BKCG is the cheaper option, by $11 a year on a $10,000 investment.
What is the holdings overlap between BKCG and NUDG?
41.7% of BKCG's money is in holdings NUDG also owns. 38.3% of NUDG's is in holdings BKCG also owns. They hold 10 positions in common, counted across the 28 positions we hold weights for in BKCG and 42 in NUDG.
Which pays a higher dividend, BKCG or NUDG?
BKCG yields 0.59% while NUDG yields 0.50%, so BKCG currently pays the higher dividend yield.
Is NUDG better than BKCG?
BKCG has a lower expense ratio. BKCG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 57.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.