NANC vs NUDG

NANC vs NUDG

Which is better, NANC or NUDG?

NANC has been ahead.

NUDG has a lower expense ratio. NANC led over 1Y. NUDG is less concentrated, with 42.5% of the fund in its ten largest positions against 46.8%.

Lower Fees: NUDGHigher Returns (1Y): NANCLess Concentrated: 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

MetricNANCNUDG
Expense Ratio0.72%0.61%Best
AUM$296M$6.2B
Dividend Yield0.18%0.25%
Holdings18143
YTD Return+15.70%Best+3.03%
1Y Return+17.90%-
3Y Return (annualized)+24.65%-
Top 10 Weight46.8%42.5%Best
Fund FamilySubversive CapitalNuveen
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionFeb 7, 2023Jun 2, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

NANC 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.

Compare NANC against instead:NANC vs SPYNANC vs QQQNANC vs VOONANC vs VTINUDG against:NUDG vs VXUS

NANC vs NUDG Performance

Subversive Congressional Democrats Trading ETF (NANC) is an ETF from Subversive Capital and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, NANC is up 15.70% versus a gain of 3.03% for NUDG.

Past performance does not guarantee future results.

Fees and Cost Over Time

NANC charges 0.72% per year while NUDG charges 0.61%. On a $10,000 position that is $72 vs $61 annually, a gap of $11 per year that compounds over a long holding period. On income, NANC currently yields 0.18% against 0.25% for NUDG.

Holdings Overlap

NANC already in NUDG29.8%
NUDG already in NANC50.4%

29.8% of NANC's money is in holdings NUDG also owns. 50.4% of NUDG's money is in holdings NANC also owns.

The two portfolios partly overlap.

17 positions in common, counted across the 89 positions we hold weights for in NANC and 43 in NUDG, against full books of 181 and 43.

What only one of them owns

Our book lists 26 positions for NUDG that do not appear in our book for NANC (47.9% of the fund), and 70 for NANC that do not appear in NUDG (68.8%).

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

StockWeight in NANCWeight in NUDGDifference
MSFTMicrosoft Corp6.71%7.00%0.29%
AAPLApple, Inc4.54%6.20%1.66%
GOOGAlphabet Inc. C6.04%3.90%2.14%
AVGOBroadcom Inc1.03%5.30%4.27%
AXPAmerican Express Co.2.62%2.60%0.02%
PMPhilip Morris International Inc.3.11%2.10%1.01%
TSM:TWTaiwan Semiconductor - Adr0.48%4.30%3.82%
JPMJpmorgan Chase0.22%4.00%3.78%
METAMeta Platforms Inc2.22%1.30%0.92%
ABBVAbbvie Inc.0.30%2.10%1.80%

50.4% of NUDG is already inside NANC.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

NANCNUDG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NANC or NUDG?

NANC has an expense ratio of 0.72% while NUDG charges 0.61%. NUDG is the cheaper option, by $11 a year on a $10,000 investment.

What is the holdings overlap between NANC and NUDG?

50.4% of NUDG's money is in holdings NANC also owns. 50.4% of NUDG's is in holdings NANC also owns. They hold 17 positions in common, counted across the 89 positions we hold weights for in NANC and 43 in NUDG.

Which pays a higher dividend, NANC or NUDG?

NANC yields 0.18% while NUDG yields 0.25%, so NUDG currently pays the higher dividend yield.

Is NUDG better than NANC?

NUDG has a lower expense ratio. NANC led over 1Y. NUDG is less concentrated, with 42.5% of the fund in its ten largest positions against 46.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.