NUDG vs OALC
Nuveen Dividend Growth Fund ETF vs OneAscent Large Cap Core ETF
Which is better, NUDG or OALC?
OALC has been ahead.
OALC has a lower expense ratio. OALC led over 1Y. OALC is less concentrated, with 34.0% of the fund in its ten largest positions against 42.3%.
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 | NUDG | OALC |
|---|---|---|
| Expense Ratio | 0.61% | 0.49%Best |
| AUM | $6.2B | $280M |
| Dividend Yield | 0.50% | 0.52% |
| Holdings | 43 | 424 |
| YTD Return | +2.67% | +16.12%Best |
| 1Y Return | - | +19.96% |
| 3Y Return (annualized) | - | +22.66% |
| 5Y Return (annualized) | - | +11.01% |
| Top 10 Weight | 42.3% | 34.0%Best |
| Fund Family | Nuveen | OneAscent Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Nov 15, 2021 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
NUDG vs OALC 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.
NUDG vs OALC Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and OneAscent Large Cap Core ETF (OALC) is an ETF from OneAscent Investments. Year to date, NUDG is up 2.67% versus a gain of 16.12% for OALC.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while OALC charges 0.49%. On a $10,000 position that is $61 vs $49 annually, a gap of $12 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.52% for OALC.
Holdings Overlap
68.0% of NUDG's money is in holdings OALC also owns. 26.0% of OALC's money is in holdings NUDG also owns.
The two portfolios partly overlap.
29 positions in common, counted across the 42 positions we hold weights for in NUDG and 211 in OALC, against full books of 43 and 424.
What only one of them owns
Our book lists 181 positions for OALC that do not appear in our book for NUDG (72.9% of the fund), and 12 for NUDG that do not appear in OALC (26.5%).
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 NUDG | Weight in OALC | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.67% | 6.37% | 1.30% |
| AVGOBroadcom Inc | 5.11% | 2.61% | 2.50% |
| GOOGAlphabet Inc. C | 3.68% | 2.59% | 1.09% |
| JPMJpmorgan Chase | 3.72% | 1.62% | 2.10% |
| APHAmphenol Corp. Class A | 3.83% | 0.43% | 3.40% |
| MAMastercard Inc | 2.54% | 0.96% | 1.58% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.01% | 1.16% | 0.85% |
| MSIMotorola Solutions, Inc | 2.21% | 0.90% | 1.31% |
| MRKMerck & Company Inc | 1.95% | 1.04% | 0.91% |
| LINLinde Plc Ordinary Shares | 2.45% | 0.50% | 1.95% |
68.0% of NUDG is already inside OALC.
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, NUDG or OALC?
NUDG has an expense ratio of 0.61% while OALC charges 0.49%. OALC is the cheaper option, by $12 a year on a $10,000 investment.
What is the holdings overlap between NUDG and OALC?
68.0% of NUDG's money is in holdings OALC also owns. 26.0% of OALC's is in holdings NUDG also owns. They hold 29 positions in common, counted across the 42 positions we hold weights for in NUDG and 211 in OALC.
Which pays a higher dividend, NUDG or OALC?
NUDG yields 0.50% while OALC yields 0.52%, so OALC currently pays the higher dividend yield.
Is OALC better than NUDG?
OALC has a lower expense ratio. OALC led over 1Y. OALC is less concentrated, with 34.0% of the fund in its ten largest positions against 42.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.