NUDG vs POWA

NUDG vs POWA

Which is better, NUDG or POWA?

NUDG has been ahead.

POWA has a lower expense ratio. NUDG led over 1Y. POWA is less concentrated, with 22.9% of the fund in its ten largest positions against 42.3%.

Lower Fees: POWAHigher Returns (1Y): NUDGLess Concentrated: POWA

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

MetricNUDGPOWA
Expense Ratio0.61%0.40%Best
AUM$6.2B$162M
Dividend Yield0.50%0.98%
Holdings43106
YTD Return+2.67%Best-0.75%
1Y Return--0.04%
3Y Return (annualized)-+10.97%
5Y Return (annualized)-+6.65%
Top 10 Weight42.3%22.9%Best
Fund FamilyNuveenInvesco (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Dec 15, 2006

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

NUDG vs POWA 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 NUDG against instead:NUDG vs SPYNUDG vs QQQNUDG vs VOONUDG vs VTIPOWA against:POWA vs VXUS

NUDG vs POWA Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Invesco Bloomberg Pricing Power ETF (POWA) is an ETF from Invesco (US). Year to date, NUDG is up 2.67% versus a loss of 0.75% for POWA.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while POWA charges 0.40%. On a $10,000 position that is $61 vs $40 annually, a gap of $21 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.98% for POWA.

Holdings Overlap

NUDG already in POWA11.7%
POWA already in NUDG7.8%

11.7% of NUDG's money is in holdings POWA also owns. 7.8% of POWA's money is in holdings NUDG also owns.

NUDG and POWA share little of their money.

4 positions in common, counted across the 42 positions we hold weights for in NUDG and 51 in POWA, against full books of 43 and 106.

What only one of them owns

Our book lists 47 positions for POWA that do not appear in our book for NUDG (92.2% of the fund), and 37 for NUDG that do not appear in POWA (82.8%).

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 NUDGWeight in POWADifference
MSFTMicrosoft Corp7.67%2.26%5.41%
WMTWalmart, Inc.1.79%1.93%0.14%
LOWLowes Cos., Inc.1.21%1.74%0.53%
PEPPepsico Inc.1.00%1.87%0.87%

You are not choosing between two funds in isolation.

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

NUDGPOWA

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or POWA?

NUDG has an expense ratio of 0.61% while POWA charges 0.40%. POWA is the cheaper option, by $21 a year on a $10,000 investment.

What is the holdings overlap between NUDG and POWA?

11.7% of NUDG's money is in holdings POWA also owns. 7.8% of POWA's is in holdings NUDG also owns. They hold 4 positions in common, counted across the 42 positions we hold weights for in NUDG and 51 in POWA.

Which pays a higher dividend, NUDG or POWA?

NUDG yields 0.50% while POWA yields 0.98%, so POWA currently pays the higher dividend yield.

Is POWA better than NUDG?

POWA has a lower expense ratio. NUDG led over 1Y. POWA is less concentrated, with 22.9% 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.