GDE vs NUDG
WisdomTree Efficient Gold Plus Equity Strategy Fund vs Nuveen Dividend Growth Fund ETF
Which is better, GDE or NUDG?
NUDG has been ahead.
GDE has a lower expense ratio. NUDG led over 1Y.
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 | GDE | NUDG |
|---|---|---|
| Expense Ratio | 0.20%Best | 0.61% |
| AUM | $462M | $6.2B |
| Dividend Yield | 4.19% | 0.50% |
| Holdings | 506 | 43 |
| YTD Return | +2.61% | +2.67%Best |
| 1Y Return | +8.95% | - |
| 3Y Return (annualized) | +43.62% | - |
| Fund Family | WisdomTree Investments | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 17, 2022 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
GDE 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.
GDE vs NUDG Performance
WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) is an ETF from WisdomTree Investments and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, GDE is up 2.61% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
GDE charges 0.20% per year while NUDG charges 0.61%. On a $10,000 position that is $20 vs $61 annually, a gap of $41 per year that compounds over a long holding period. On income, GDE currently yields 4.19% against 0.50% for NUDG.
Holdings Overlap
At least 85.9% of NUDG's money is in holdings GDE also owns.
Stated as a floor: for GDE, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of NUDG is already inside GDE. Owning both mostly buys the same companies twice.
37 positions in common, counted across the 492 positions we hold weights for in GDE and 42 in NUDG, against full books of 506 and 43.
Top Shared Holdings
| Stock | Weight in GDE | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 7.10% | 6.37% | 0.73% |
| MSFTMicrosoft Corp | 5.26% | 7.67% | 2.41% |
| AVGOBroadcom Inc | 2.14% | 5.11% | 2.97% |
| JPMJpmorgan Chase | 1.34% | 3.72% | 2.38% |
| APHAmphenol Corp. Class A | 0.26% | 3.83% | 3.57% |
| MAMastercard Inc | 0.75% | 2.54% | 1.79% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.02% | 2.01% | 0.99% |
| WMTWalmart, Inc. | 1.20% | 1.79% | 0.59% |
| NEENextera Energy Inc | 0.23% | 2.43% | 2.20% |
| LINLinde Plc Ordinary Shares | 0.12% | 2.45% | 2.33% |
85.9% of NUDG is already inside GDE.
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, GDE or NUDG?
GDE has an expense ratio of 0.20% while NUDG charges 0.61%. GDE is the cheaper option, by $41 a year on a $10,000 investment.
What is the holdings overlap between GDE and NUDG?
At least 85.9% of NUDG's money is in holdings GDE also owns. Our book for GDE is partial, so the real figure is this or higher. They hold 37 positions in common, counted across the 492 positions we hold weights for in GDE and 42 in NUDG.
Which pays a higher dividend, GDE or NUDG?
GDE yields 4.19% while NUDG yields 0.50%, so GDE currently pays the higher dividend yield.
Is NUDG better than GDE?
GDE 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.