IVVM vs NUDG
iShares Large Cap Moderate Quarterly Laddered ETF vs Nuveen Dividend Growth Fund ETF
Which is better, IVVM or NUDG?
IVVM has been ahead.
IVVM has a lower expense ratio. IVVM 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 | IVVM | NUDG |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.61% |
| AUM | $190M | $6.2B |
| Dividend Yield | 0.57% | 0.50% |
| Holdings | 13 | 43 |
| YTD Return | +9.45%Best | +3.09% |
| 1Y Return | +11.69% | - |
| 3Y Return (annualized) | +14.49% | - |
| Fund Family | iShares by BlackRock (US) | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 28, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
IVVM 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.
IVVM vs NUDG Performance
iShares Large Cap Moderate Quarterly Laddered ETF (IVVM) is an ETF from iShares by BlackRock (US) and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, IVVM is up 9.45% versus a gain of 3.09% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVVM charges 0.50% per year while NUDG charges 0.61%. On a $10,000 position that is $50 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, IVVM currently yields 0.57% against 0.50% for NUDG.
Holdings Overlap
We hold position weights for 2 holdings in IVVM and 42 in NUDG, totalling 99.1% 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 2 positions we hold weights for in IVVM and 42 in NUDG, against full books of 13 and 43.
You are not choosing between two funds in isolation.
Whichever of IVVM and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVVM or NUDG?
IVVM has an expense ratio of 0.50% while NUDG charges 0.61%. IVVM is the cheaper option, by $11 a year on a $10,000 investment.
Which pays a higher dividend, IVVM or NUDG?
IVVM yields 0.57% while NUDG yields 0.50%, so IVVM currently pays the higher dividend yield.
Is NUDG better than IVVM?
IVVM has a lower expense ratio. IVVM led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.