NTSX vs NUDG
WisdomTree US Efficient Core Fund vs Nuveen Dividend Growth Fund ETF
Which is better, NTSX or NUDG?
NTSX has been ahead.
NTSX has a lower expense ratio. NTSX led over 1Y.
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 | NTSX | NUDG |
|---|---|---|
| Expense Ratio | 0.20%Best | 0.61% |
| AUM | $1.4B | $6.2B |
| Dividend Yield | 1.08% | 0.50% |
| Holdings | 506 | 43 |
| YTD Return | +8.74%Best | +2.67% |
| 1Y Return | +10.97% | - |
| 3Y Return (annualized) | +20.03% | - |
| 5Y Return (annualized) | +8.36% | - |
| Fund Family | WisdomTree Investments | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 2, 2018 | Jun 2, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NTSX 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.
NTSX vs NUDG Performance
WisdomTree US Efficient Core Fund (NTSX) is an ETF from WisdomTree Investments and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, NTSX is up 8.74% versus a gain of 2.67% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
NTSX charges 0.20% per year while NUDG charges 0.61%. On a $10,000 position that is $20 vs $61 annually, a gap of $41 per year that compounds over a long holding period. On income, NTSX currently yields 1.08% against 0.50% for NUDG.
Holdings Overlap
At least 86.2% of NUDG's money is in holdings NTSX also owns.
Stated as a floor: for NTSX, our book for it covers 90.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
Most of NUDG is already inside NTSX. Owning both mostly buys the same companies twice.
38 positions in common, counted across the 501 positions we hold weights for in NTSX and 42 in NUDG, against full books of 506 and 43.
Top Shared Holdings
| Stock | Weight in NTSX | Weight in NUDG | Difference |
|---|---|---|---|
| AAPLApple, Inc | 6.82% | 6.37% | 0.45% |
| MSFTMicrosoft Corp | 5.07% | 7.67% | 2.60% |
| AVGOBroadcom Inc | 2.06% | 5.11% | 3.05% |
| JPMJpmorgan Chase | 1.28% | 3.72% | 2.44% |
| APHAmphenol Corp. Class A | 0.25% | 3.83% | 3.58% |
| MAMastercard Inc | 0.72% | 2.54% | 1.82% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 0.98% | 2.01% | 1.03% |
| WMTWalmart, Inc. | 1.14% | 1.79% | 0.65% |
| NEENextera Energy Inc | 0.22% | 2.43% | 2.21% |
| AXPAmerican Express Co. | 0.30% | 2.24% | 1.94% |
86.2% of NUDG is already inside NTSX.
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, NTSX or NUDG?
NTSX has an expense ratio of 0.20% while NUDG charges 0.61%. NTSX is the cheaper option, by $41 a year on a $10,000 investment.
What is the holdings overlap between NTSX and NUDG?
At least 86.2% of NUDG's money is in holdings NTSX also owns. Our book for NTSX is partial, so the real figure is this or higher. They hold 38 positions in common, counted across the 501 positions we hold weights for in NTSX and 42 in NUDG.
Which pays a higher dividend, NTSX or NUDG?
NTSX yields 1.08% while NUDG yields 0.50%, so NTSX currently pays the higher dividend yield.
Is NUDG better than NTSX?
NTSX has a lower expense ratio. NTSX led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.