JHDG vs NUDG

JHDG vs NUDG

Which is better, JHDG or NUDG?

JHDG costs less.

JHDG has a lower expense ratio. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 47.8%.

Lower Fees: JHDGLess 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

MetricJHDGNUDG
Expense Ratio0.49%Best0.61%
AUM$128M$6.2B
Dividend Yield0.18%0.50%
Holdings11743
YTD Return+10.57%Best+2.67%
Top 10 Weight47.8%42.3%Best
Fund FamilyJohn Hancock Investment ManagementNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 8, 2026Jun 2, 2026

Not shown on this pair: 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

JHDG 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 JHDG against instead:JHDG vs SPYJHDG vs QQQJHDG vs VOOJHDG vs VTINUDG against:NUDG vs VXUS

JHDG vs NUDG Performance

John Hancock Hedged Equity ETF (JHDG) is an ETF from John Hancock Investment Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, JHDG is up 10.57% versus a gain of 2.67% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

JHDG charges 0.49% per year while NUDG charges 0.61%. On a $10,000 position that is $49 vs $61 annually, a gap of $12 per year that compounds over a long holding period. On income, JHDG currently yields 0.18% against 0.50% for NUDG.

Holdings Overlap

JHDG already in NUDG20.6%
NUDG already in JHDG28.2%

20.6% of JHDG's money is in holdings NUDG also owns. 28.2% of NUDG's money is in holdings JHDG also owns.

NUDG and JHDG share little of their money.

8 positions in common, counted across the 55 positions we hold weights for in JHDG and 42 in NUDG, against full books of 117 and 43.

What only one of them owns

Our book lists 33 positions for NUDG that do not appear in our book for JHDG (66.3% of the fund), and 37 for JHDG that do not appear in NUDG (68.4%).

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 JHDGWeight in NUDGDifference
MSFTMicrosoft Corp8.73%7.67%1.06%
AVGOBroadcom Inc4.31%5.11%0.80%
JPMJpmorgan Chase4.32%3.72%0.60%
LINLinde Plc Ordinary Shares1.40%2.45%1.05%
GOOGAlphabet Inc. C-0.10%3.68%3.78%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855581.04%1.89%0.85%
TTTt Trane Technologies Plc0.82%1.93%1.11%
WMTWalmart, Inc.-0.02%1.79%1.81%

28.2% of NUDG is already inside JHDG.

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

JHDGNUDG

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Frequently Asked Questions

Which is cheaper, JHDG or NUDG?

JHDG has an expense ratio of 0.49% while NUDG charges 0.61%. JHDG is the cheaper option, by $12 a year on a $10,000 investment.

What is the holdings overlap between JHDG and NUDG?

28.2% of NUDG's money is in holdings JHDG also owns. 28.2% of NUDG's is in holdings JHDG also owns. They hold 8 positions in common, counted across the 55 positions we hold weights for in JHDG and 42 in NUDG.

Which pays a higher dividend, JHDG or NUDG?

JHDG yields 0.18% while NUDG yields 0.50%, so NUDG currently pays the higher dividend yield.

Is NUDG better than JHDG?

JHDG has a lower expense ratio. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 47.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.