JHDV vs NUDG
John Hancock US High Dividend ETF vs Nuveen Dividend Growth Fund ETF
Which is better, JHDV or NUDG?
JHDV has been ahead.
JHDV has a lower expense ratio. JHDV led over 1Y. JHDV is less concentrated, with 34.7% 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 | JHDV | NUDG |
|---|---|---|
| Expense Ratio | 0.34%Best | 0.61% |
| AUM | $13M | $6.2B |
| Dividend Yield | 2.25% | 0.50% |
| Holdings | 78 | 43 |
| YTD Return | +15.74%Best | +2.67% |
| 1Y Return | +18.54% | - |
| 3Y Return (annualized) | +20.38% | - |
| Top 10 Weight | 34.7%Best | 42.3% |
| Fund Family | John Hancock Investment Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 27, 2022 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
JHDV 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.
JHDV vs NUDG Performance
John Hancock US High Dividend ETF (JHDV) is an ETF from John Hancock Investment Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, JHDV is up 15.74% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
JHDV charges 0.34% per year while NUDG charges 0.61%. On a $10,000 position that is $34 vs $61 annually, a gap of $27 per year that compounds over a long holding period. On income, JHDV currently yields 2.25% against 0.50% for NUDG.
Holdings Overlap
20.6% of JHDV's money is in holdings NUDG also owns. 32.9% of NUDG's money is in holdings JHDV also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 76 positions we hold weights for in JHDV and 42 in NUDG, against full books of 78 and 43.
What only one of them owns
Measured across the 76 and 42 positions we hold weights for.
NUDG holds 32 positions JHDV does not, 61.6% of the fund.
Largest: APH 3.83%, GOOG 3.68%, MA 2.54%, LIN 2.45%, NEE 2.43%
Top Shared Holdings
| Stock | Weight in JHDV | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.86% | 7.67% | 1.81% |
| AAPLApple, Inc | 5.60% | 6.37% | 0.77% |
| AVGOBroadcom Inc | 2.46% | 5.11% | 2.65% |
| JPMJpmorgan Chase | 1.04% | 3.72% | 2.68% |
| BLKBlackrock Funding Inc/De | 1.65% | 2.27% | 0.62% |
| CVXChevron Corp | 1.87% | 1.66% | 0.21% |
| PMPhilip Morris International Inc. | 1.49% | 2.04% | 0.55% |
| PLDPrologis Inc | 0.26% | 2.22% | 1.96% |
| ADIAnalog Devices, Inc. | 0.38% | 1.84% | 1.46% |
32.9% of NUDG is already inside JHDV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JHDV or NUDG?
JHDV has an expense ratio of 0.34% while NUDG charges 0.61%. JHDV is the cheaper option, by $27 a year on a $10,000 investment.
What is the holdings overlap between JHDV and NUDG?
32.9% of NUDG's money is in holdings JHDV also owns. 32.9% of NUDG's is in holdings JHDV also owns. They hold 9 positions in common, counted across the 76 positions we hold weights for in JHDV and 42 in NUDG.
Which pays a higher dividend, JHDV or NUDG?
JHDV yields 2.25% while NUDG yields 0.50%, so JHDV currently pays the higher dividend yield.
Is NUDG better than JHDV?
JHDV has a lower expense ratio. JHDV led over 1Y. JHDV is less concentrated, with 34.7% 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.