INFO vs NUDG

INFO vs NUDG

Which is better, INFO or NUDG?

INFO has been ahead.

INFO has a lower expense ratio. INFO led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 42.4%.

Lower Fees: INFOHigher Returns (1Y): INFOLess 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

MetricINFONUDG
Expense Ratio0.35%Best0.61%
AUM$956M$6.2B
Dividend Yield0.31%0.50%
Holdings27043
YTD Return+15.29%Best+2.67%
1Y Return+19.78%-
Top 10 Weight42.4%42.3%Best
Fund FamilyHarbor FundsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 8, 2024Jun 2, 2026

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

INFO 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 INFO against instead:INFO vs SPYINFO vs QQQINFO vs VOOINFO vs VTINUDG against:NUDG vs VXUS

INFO vs NUDG Performance

Harbor PanAgora Dynamic Large Cap Core ETF (INFO) is an ETF from Harbor Funds and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, INFO is up 15.29% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

INFO charges 0.35% per year while NUDG charges 0.61%. On a $10,000 position that is $35 vs $61 annually, a gap of $26 per year that compounds over a long holding period. On income, INFO currently yields 0.31% against 0.50% for NUDG.

Holdings Overlap

INFO already in NUDG25.5%
NUDG already in INFO45.9%

25.5% of INFO's money is in holdings NUDG also owns. 45.9% of NUDG's money is in holdings INFO also owns.

The two portfolios partly overlap.

15 positions in common, counted across the 151 positions we hold weights for in INFO and 42 in NUDG, against full books of 270 and 43.

What only one of them owns

Our book lists 26 positions for NUDG that do not appear in our book for INFO (48.6% of the fund), and 121 for INFO that do not appear in NUDG (74.1%).

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

StockWeight in INFOWeight in NUDGDifference
AAPLApple, Inc7.87%6.37%1.50%
MSFTMicrosoft Corp5.94%7.67%1.73%
AVGOBroadcom Inc2.00%5.11%3.11%
APHAmphenol Corp. Class A0.72%3.83%3.11%
JPMJpmorgan Chase0.65%3.72%3.07%
MAMastercard Inc0.94%2.54%1.60%
NEENextera Energy Inc0.91%2.43%1.52%
PMPhilip Morris International Inc.1.22%2.04%0.82%
ABBVAbbvie Inc.1.35%1.89%0.54%
ADIAnalog Devices, Inc.0.96%1.84%0.88%

45.9% of NUDG is already inside INFO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

INFONUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, INFO or NUDG?

INFO has an expense ratio of 0.35% while NUDG charges 0.61%. INFO is the cheaper option, by $26 a year on a $10,000 investment.

What is the holdings overlap between INFO and NUDG?

45.9% of NUDG's money is in holdings INFO also owns. 45.9% of NUDG's is in holdings INFO also owns. They hold 15 positions in common, counted across the 151 positions we hold weights for in INFO and 42 in NUDG.

Which pays a higher dividend, INFO or NUDG?

INFO yields 0.31% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG better than INFO?

INFO has a lower expense ratio. INFO led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 42.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.