LVOL vs NUDG

LVOL vs NUDG

Which is better, LVOL or NUDG?

NUDG has been ahead.

LVOL has a lower expense ratio. NUDG led over 1Y.

Lower Fees: LVOLHigher Returns (1Y): 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

MetricLVOLNUDG
Expense Ratio0.29%Best0.61%
AUM$9M$6.2B
Dividend Yield1.09%0.50%
Holdings20143
Volatility (annualized)14.4%-
Max Drawdown-22.4%-
Fund FamilyAmerican Century InvestmentsNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJan 12, 2021Jun 2, 2026

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.

The two price series end 540 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LVOL has data through Apr 22, 2025 and NUDG through Oct 14, 2026.

Compare LVOL against instead:LVOL vs SPYLVOL vs QQQLVOL vs VOOLVOL vs VTINUDG against:NUDG vs VXUS

Fees and Cost Over Time

LVOL charges 0.29% per year while NUDG charges 0.61%. On a $10,000 position that is $29 vs $61 annually, a gap of $32 per year that compounds over a long holding period. On income, LVOL currently yields 1.09% against 0.50% for NUDG.

You are not choosing between two funds in isolation.

Whichever of LVOL and NUDG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

LVOLNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LVOL or NUDG?

LVOL has an expense ratio of 0.29% while NUDG charges 0.61%. LVOL is the cheaper option, by $32 a year on a $10,000 investment.

Which pays a higher dividend, LVOL or NUDG?

LVOL yields 1.09% while NUDG yields 0.50%, so LVOL currently pays the higher dividend yield.

Is NUDG better than LVOL?

LVOL has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.