LDRX vs NUDG
SGI Enhanced Market Leaders ETF vs Nuveen Dividend Growth Fund ETF
Which is better, LDRX or NUDG?
LDRX has been ahead.
LDRX has a lower expense ratio. LDRX led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 55.2%.
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 | LDRX | NUDG |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.61% |
| AUM | $261M | $6.2B |
| Dividend Yield | 0.97% | 0.50% |
| Holdings | 104 | 43 |
| YTD Return | +13.27%Best | +2.67% |
| 1Y Return | +16.78% | - |
| Top 10 Weight | 55.2% | 42.3%Best |
| Fund Family | Summit Global Investments | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 5, 2025 | Jun 2, 2026 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LDRX 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.
LDRX vs NUDG Performance
SGI Enhanced Market Leaders ETF (LDRX) is an ETF from Summit Global Investments and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, LDRX is up 13.27% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
LDRX charges 0.59% per year while NUDG charges 0.61%. On a $10,000 position that is $59 vs $61 annually, a gap of $2 per year that compounds over a long holding period. On income, LDRX currently yields 0.97% against 0.50% for NUDG.
Holdings Overlap
32.6% of LDRX's money is in holdings NUDG also owns. 60.4% of NUDG's money is in holdings LDRX also owns.
The two portfolios partly overlap.
24 positions in common, counted across the 100 positions we hold weights for in LDRX and 42 in NUDG, against full books of 104 and 43.
What only one of them owns
Measured across the 100 and 42 positions we hold weights for.
NUDG holds 17 positions LDRX does not, 34.1% of the fund.
Largest: APH 3.83%, GOOG 3.68%, ETN 2.26%, PLD 2.22%, MSI 2.21%
Top Shared Holdings
| Stock | Weight in LDRX | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 9.87% | 6.37% | 3.50% |
| MSFTMicrosoft Corp | 7.76% | 7.67% | 0.09% |
| AVGOBroadcom Inc | 3.43% | 5.11% | 1.68% |
| JPMJpmorgan Chase | 1.86% | 3.72% | 1.86% |
| MAMastercard Inc | 0.92% | 2.54% | 1.62% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 1.33% | 2.01% | 0.68% |
| LINLinde Plc Ordinary Shares | 0.41% | 2.45% | 2.04% |
| ABBVAbbvie Inc. | 0.93% | 1.89% | 0.96% |
| NEENextera Energy Inc | 0.32% | 2.43% | 2.11% |
| WMTWalmart, Inc. | 0.93% | 1.79% | 0.86% |
60.4% of NUDG is already inside LDRX.
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, LDRX or NUDG?
LDRX has an expense ratio of 0.59% while NUDG charges 0.61%. LDRX is the cheaper option, by $2 a year on a $10,000 investment.
What is the holdings overlap between LDRX and NUDG?
60.4% of NUDG's money is in holdings LDRX also owns. 60.4% of NUDG's is in holdings LDRX also owns. They hold 24 positions in common, counted across the 100 positions we hold weights for in LDRX and 42 in NUDG.
Which pays a higher dividend, LDRX or NUDG?
LDRX yields 0.97% while NUDG yields 0.50%, so LDRX currently pays the higher dividend yield.
Is NUDG better than LDRX?
LDRX has a lower expense ratio. LDRX led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 55.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.