JPEF vs NUDG
JPMorgan Equity Focus ETF vs Nuveen Dividend Growth Fund ETF
Which is better, JPEF or NUDG?
JPEF has been ahead.
JPEF has a lower expense ratio. JPEF led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 45.8%.
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 | JPEF | NUDG |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.61% |
| AUM | $2.1B | $6.2B |
| Dividend Yield | 0.64% | 0.50% |
| Holdings | 84 | 43 |
| YTD Return | +9.64%Best | +2.67% |
| 1Y Return | +11.56% | - |
| 3Y Return (annualized) | +19.60% | - |
| Top 10 Weight | 45.8% | 42.3%Best |
| Fund Family | J.P. Morgan Asset Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 10, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
JPEF 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.
JPEF vs NUDG Performance
JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, JPEF is up 9.64% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
JPEF charges 0.44% per year while NUDG charges 0.61%. On a $10,000 position that is $44 vs $61 annually, a gap of $17 per year that compounds over a long holding period. On income, JPEF currently yields 0.64% against 0.50% for NUDG.
Holdings Overlap
30.7% of JPEF's money is in holdings NUDG also owns. 33.9% of NUDG's money is in holdings JPEF also owns.
The two portfolios partly overlap.
10 positions in common, counted across the 41 positions we hold weights for in JPEF and 42 in NUDG, against full books of 84 and 43.
What only one of them owns
Our book lists 31 positions for NUDG that do not appear in our book for JPEF (60.6% of the fund), and 30 for JPEF that do not appear in NUDG (67.6%).
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 JPEF | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp_None_0 | 5.05% | 7.67% | 2.62% |
| AAPLApple Inc | 5.69% | 6.37% | 0.68% |
| GOOGAlphabet, Inc.- Cl C | 6.33% | 3.68% | 2.65% |
| AVGOBroadcom Inc | 2.80% | 5.11% | 2.31% |
| ADIAnalog Devices, Inc. | 3.08% | 1.84% | 1.24% |
| NEENextera Energy Inc. | 2.19% | 2.43% | 0.24% |
| XOMExxon Mobil Corp | 2.56% | 2.01% | 0.55% |
| MCDKkdonald'S Corp. | 1.23% | 1.65% | 0.42% |
| BKNGBooking Holdings Inc | 0.63% | 1.93% | 1.30% |
| LOWLowes | 1.14% | 1.21% | 0.07% |
33.9% of NUDG is already inside JPEF.
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, JPEF or NUDG?
JPEF has an expense ratio of 0.44% while NUDG charges 0.61%. JPEF is the cheaper option, by $17 a year on a $10,000 investment.
What is the holdings overlap between JPEF and NUDG?
33.9% of NUDG's money is in holdings JPEF also owns. 33.9% of NUDG's is in holdings JPEF also owns. They hold 10 positions in common, counted across the 41 positions we hold weights for in JPEF and 42 in NUDG.
Which pays a higher dividend, JPEF or NUDG?
JPEF yields 0.64% while NUDG yields 0.50%, so JPEF currently pays the higher dividend yield.
Is NUDG better than JPEF?
JPEF has a lower expense ratio. JPEF led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 45.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.