LCDS vs NUDG
JPMorgan Fundamental Data Science Large Core ETF vs Nuveen Dividend Growth Fund ETF
Which is better, LCDS or NUDG?
LCDS has been ahead.
LCDS has a lower expense ratio. LCDS led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 44.3%.
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 | LCDS | NUDG |
|---|---|---|
| Expense Ratio | 0.30%Best | 0.61% |
| AUM | $17M | $6.2B |
| Dividend Yield | 0.86% | 0.50% |
| Holdings | 230 | 43 |
| YTD Return | +13.43%Best | +2.67% |
| 1Y Return | +18.13% | - |
| Top 10 Weight | 44.3% | 42.3%Best |
| Fund Family | J.P. Morgan Asset Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 7, 2024 | Jun 2, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LCDS 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.
LCDS vs NUDG Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, LCDS is up 13.43% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
LCDS charges 0.30% per year while NUDG charges 0.61%. On a $10,000 position that is $30 vs $61 annually, a gap of $31 per year that compounds over a long holding period. On income, LCDS currently yields 0.86% against 0.50% for NUDG.
Holdings Overlap
31.2% of LCDS's money is in holdings NUDG also owns. 56.6% of NUDG's money is in holdings LCDS also owns.
The two portfolios partly overlap.
22 positions in common, counted across the 113 positions we hold weights for in LCDS and 42 in NUDG, against full books of 230 and 43.
What only one of them owns
Our book lists 18 positions for NUDG that do not appear in our book for LCDS (35.5% of the fund), and 88 for LCDS that do not appear in NUDG (68.0%).
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 LCDS | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.60% | 7.67% | 1.07% |
| AAPLApple, Inc | 7.46% | 6.37% | 1.09% |
| AVGOBroadcom Inc | 2.34% | 5.11% | 2.77% |
| APHAmphenol Corp. Class A | 0.73% | 3.83% | 3.10% |
| MAMastercard Inc | 1.63% | 2.54% | 0.91% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.88% | 2.01% | 0.13% |
| ABBVAbbvie Inc. | 1.47% | 1.89% | 0.42% |
| PMPhilip Morris International Inc. | 1.25% | 2.04% | 0.79% |
| AXPAmerican Express Co. | 0.93% | 2.24% | 1.31% |
| NEENextera Energy Inc | 0.56% | 2.43% | 1.87% |
56.6% of NUDG is already inside LCDS.
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, LCDS or NUDG?
LCDS has an expense ratio of 0.30% while NUDG charges 0.61%. LCDS is the cheaper option, by $31 a year on a $10,000 investment.
What is the holdings overlap between LCDS and NUDG?
56.6% of NUDG's money is in holdings LCDS also owns. 56.6% of NUDG's is in holdings LCDS also owns. They hold 22 positions in common, counted across the 113 positions we hold weights for in LCDS and 42 in NUDG.
Which pays a higher dividend, LCDS or NUDG?
LCDS yields 0.86% while NUDG yields 0.50%, so LCDS currently pays the higher dividend yield.
Is NUDG better than LCDS?
LCDS has a lower expense ratio. LCDS led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.