CHGX vs NUDG
Stance Sustainable Beta ETF vs Nuveen Dividend Growth Fund ETF
Which is better, CHGX or NUDG?
CHGX has been ahead.
CHGX has a lower expense ratio. CHGX led over 1Y. CHGX is less concentrated, with 11.8% of the fund in its ten largest positions against 42.3%.
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 | CHGX | NUDG |
|---|---|---|
| Expense Ratio | 0.49%Best | 0.61% |
| AUM | $179M | $6.2B |
| Dividend Yield | 0.55% | 0.50% |
| Holdings | 203 | 43 |
| YTD Return | +21.11%Best | +2.67% |
| 1Y Return | +20.36% | - |
| 3Y Return (annualized) | +3.83% | - |
| 5Y Return (annualized) | +0.53% | - |
| Top 10 Weight | 11.8%Best | 42.3% |
| Fund Family | STANCE Capital | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 14, 2024 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
CHGX 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.
CHGX vs NUDG Performance
Stance Sustainable Beta ETF (CHGX) is an ETF from STANCE Capital and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, CHGX is up 21.11% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
CHGX charges 0.49% per year while NUDG charges 0.61%. On a $10,000 position that is $49 vs $61 annually, a gap of $12 per year that compounds over a long holding period. On income, CHGX currently yields 0.55% against 0.50% for NUDG.
Holdings Overlap
6.7% of CHGX's money is in holdings NUDG also owns. 19.3% of NUDG's money is in holdings CHGX also owns.
NUDG and CHGX share little of their money.
7 positions in common, counted across the 101 positions we hold weights for in CHGX and 42 in NUDG, against full books of 203 and 43.
What only one of them owns
Our book lists 34 positions for NUDG that do not appear in our book for CHGX (75.2% of the fund), and 94 for CHGX that do not appear in NUDG (93.3%).
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.
You are not choosing between two funds in isolation.
Whichever of CHGX and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CHGX or NUDG?
CHGX has an expense ratio of 0.49% while NUDG charges 0.61%. CHGX is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between CHGX and NUDG?
19.3% of NUDG's money is in holdings CHGX also owns. 19.3% of NUDG's is in holdings CHGX also owns. They hold 7 positions in common, counted across the 101 positions we hold weights for in CHGX and 42 in NUDG.
Which pays a higher dividend, CHGX or NUDG?
CHGX yields 0.55% while NUDG yields 0.50%, so CHGX currently pays the higher dividend yield.
Is NUDG better than CHGX?
CHGX has a lower expense ratio. CHGX led over 1Y. CHGX is less concentrated, with 11.8% 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.