FDAT vs NUDG

FDAT vs NUDG

Which is better, FDAT or NUDG?

NUDG has been ahead.

NUDG has a lower expense ratio. NUDG led over 1Y.

Lower Fees: NUDGHigher Returns (1Y): 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

MetricFDATNUDG
Expense Ratio1.16%0.61%Best
AUM$36M$6.2B
Dividend Yield5.94%0.50%
Holdings943
YTD Return+2.79%Best+2.67%
1Y Return+2.00%-
3Y Return (annualized)+9.28%-
Top 10 Weight-42.3%
Fund FamilyTactical AdvantageNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 11, 2023Jun 2, 2026

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

FDAT 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 FDAT against instead:FDAT vs SPYFDAT vs QQQFDAT vs VOOFDAT vs VTINUDG against:NUDG vs VXUS

FDAT vs NUDG Performance

Tactical Advantage ETF (FDAT) is an ETF from Tactical Advantage and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, FDAT is up 2.79% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

FDAT charges 1.16% per year while NUDG charges 0.61%. On a $10,000 position that is $116 vs $61 annually, a gap of $55 per year that compounds over a long holding period. On income, FDAT currently yields 5.94% against 0.50% for NUDG.

Holdings Overlap

We hold position weights for 8 holdings in FDAT and 42 in NUDG, totalling 100.0% 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 8 positions we hold weights for in FDAT and 42 in NUDG, against full books of 9 and 43.

What only one of them owns

Our book lists 41 positions for NUDG that do not appear in our book for FDAT (94.5% of the fund), and 8 for FDAT that do not appear in NUDG (100.0%).

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

FDATNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FDAT or NUDG?

FDAT has an expense ratio of 1.16% while NUDG charges 0.61%. NUDG is the cheaper option, by $55 a year on a $10,000 investment.

Which pays a higher dividend, FDAT or NUDG?

FDAT yields 5.94% while NUDG yields 0.50%, so FDAT currently pays the higher dividend yield.

Is NUDG better than FDAT?

NUDG has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.