EGGY vs NUDG

EGGY vs NUDG

Which is better, EGGY or NUDG?

NUDG has been ahead.

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 70.2%.

Lower Fees: NUDGHigher Returns (1Y): NUDGLess 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

MetricEGGYNUDG
Expense Ratio0.92%0.61%Best
AUM$172M$6.2B
Dividend Yield37.03%0.50%
Holdings4443
YTD Return+12.15%Best+2.67%
1Y Return+5.43%-
Top 10 Weight70.2%42.3%Best
Fund FamilyNestYieldNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionDec 26, 2024Jun 2, 2026

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

EGGY 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 EGGY against instead:EGGY vs SPYEGGY vs QQQEGGY vs VOOEGGY vs VTINUDG against:NUDG vs VXUS

EGGY vs NUDG Performance

NestYield Dynamic Income ETF (EGGY) is an ETF from NestYield and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, EGGY is up 12.15% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

EGGY charges 0.92% per year while NUDG charges 0.61%. On a $10,000 position that is $92 vs $61 annually, a gap of $31 per year that compounds over a long holding period. On income, EGGY currently yields 37.03% against 0.50% for NUDG.

Holdings Overlap

We hold position weights for 21 holdings in EGGY and 42 in NUDG, totalling 99.6% and 99.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 21 positions we hold weights for in EGGY and 42 in NUDG, against full books of 44 and 43.

What only one of them owns

Our book lists 41 positions for NUDG that do not appear in our book for EGGY (94.5% of the fund), and 19 for EGGY that do not appear in NUDG (95.3%).

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

EGGYNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EGGY or NUDG?

EGGY has an expense ratio of 0.92% while NUDG charges 0.61%. NUDG is the cheaper option, by $31 a year on a $10,000 investment.

Which pays a higher dividend, EGGY or NUDG?

EGGY yields 37.03% while NUDG yields 0.50%, so EGGY currently pays the higher dividend yield.

Is NUDG better than EGGY?

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 70.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.