HUSV vs NUDG
First Trust Horizon Managed Volatility Domestic ETF vs Nuveen Dividend Growth Fund ETF
Which is better, HUSV or NUDG?
NUDG has been ahead.
NUDG has a lower expense ratio. NUDG led over 1Y. HUSV is less concentrated, with 22.7% 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 | HUSV | NUDG |
|---|---|---|
| Expense Ratio | 0.70% | 0.61%Best |
| AUM | $54M | $6.2B |
| Dividend Yield | 1.52% | 0.50% |
| Holdings | 202 | 43 |
| YTD Return | +5.79%Best | +2.67% |
| 1Y Return | +3.42% | - |
| 3Y Return (annualized) | +9.84% | - |
| 5Y Return (annualized) | +5.65% | - |
| Top 10 Weight | 22.7%Best | 42.3% |
| Fund Family | First Trust Portfolios (US) | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 24, 2016 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
HUSV 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.
HUSV vs NUDG Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is an ETF from First Trust Portfolios (US) and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, HUSV is up 5.79% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
HUSV charges 0.70% per year while NUDG charges 0.61%. On a $10,000 position that is $70 vs $61 annually, a gap of $9 per year that compounds over a long holding period. On income, HUSV currently yields 1.52% against 0.50% for NUDG.
Holdings Overlap
12.6% of HUSV's money is in holdings NUDG also owns. 26.3% of NUDG's money is in holdings HUSV also owns.
NUDG and HUSV share little of their money.
12 positions in common, counted across the 101 positions we hold weights for in HUSV and 42 in NUDG, against full books of 202 and 43.
What only one of them owns
Our book lists 29 positions for NUDG that do not appear in our book for HUSV (68.2% of the fund), and 87 for HUSV that do not appear in NUDG (85.7%).
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 HUSV | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 2.27% | 6.37% | 4.10% |
| MSIMotorola Solutions, Inc | 2.23% | 2.21% | 0.02% |
| ADIAnalog Devices, Inc. | 1.94% | 1.84% | 0.10% |
| WECWec Energy Group Inc. | 1.29% | 1.95% | 0.66% |
| MCDMcdonald'S Corp | 1.27% | 1.65% | 0.38% |
| TJXTjx Cos., Inc. | 0.94% | 1.81% | 0.87% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 0.37% | 2.01% | 1.64% |
| ABTAbbot Laboratories | 0.29% | 2.07% | 1.78% |
| CVXChevron Corp | 0.61% | 1.66% | 1.05% |
| ABBVAbbvie Inc. | 0.36% | 1.89% | 1.53% |
26.3% of NUDG is already inside HUSV.
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, HUSV or NUDG?
HUSV has an expense ratio of 0.70% while NUDG charges 0.61%. NUDG is the cheaper option, by $9 a year on a $10,000 investment.
What is the holdings overlap between HUSV and NUDG?
26.3% of NUDG's money is in holdings HUSV also owns. 26.3% of NUDG's is in holdings HUSV also owns. They hold 12 positions in common, counted across the 101 positions we hold weights for in HUSV and 42 in NUDG.
Which pays a higher dividend, HUSV or NUDG?
HUSV yields 1.52% while NUDG yields 0.50%, so HUSV currently pays the higher dividend yield.
Is NUDG better than HUSV?
NUDG has a lower expense ratio. NUDG led over 1Y. HUSV is less concentrated, with 22.7% 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.