NUDG vs PSTR
Nuveen Dividend Growth Fund ETF vs PeakShares Sector Rotation ETF
Which is better, NUDG or PSTR?
PSTR has been ahead.
NUDG has a lower expense ratio. PSTR led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 56.4%.
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 | PSTR |
|---|---|---|
| Expense Ratio | 0.61%Best | 1.06% |
| AUM | $6.2B | $67M |
| Dividend Yield | 0.50% | 4.95% |
| Holdings | 43 | 340 |
| YTD Return | +2.67% | +12.31%Best |
| 1Y Return | - | +15.84% |
| Top 10 Weight | 42.3%Best | 56.4% |
| Fund Family | Nuveen | PeakShares LLC |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Apr 30, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
NUDG vs PSTR 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 PSTR Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and PeakShares Sector Rotation ETF (PSTR) is an ETF from PeakShares LLC. Year to date, NUDG is up 2.67% versus a gain of 12.31% for PSTR.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while PSTR charges 1.06%. On a $10,000 position that is $61 vs $106 annually, a gap of $45 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 4.95% for PSTR.
Holdings Overlap
38.1% of NUDG's money is in holdings PSTR also owns. 7.8% of PSTR's money is in holdings NUDG also owns.
The two portfolios partly overlap.
11 positions in common, counted across the 42 positions we hold weights for in NUDG and 101 in PSTR, against full books of 43 and 340.
What only one of them owns
Our book lists 82 positions for PSTR that do not appear in our book for NUDG (89.0% of the fund), and 31 for NUDG that do not appear in PSTR (60.9%).
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 PSTR | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 7.67% | 2.79% | 4.88% |
| AAPLApple, Inc | 6.37% | 0.74% | 5.63% |
| AVGOBroadcom Inc | 5.11% | 0.26% | 4.85% |
| GOOGAlphabet Inc. C | 3.68% | 1.44% | 2.24% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 4.47% | 0.08% | 4.39% |
| MRKMerck & Company Inc | 1.95% | 0.84% | 1.11% |
| ABTAbbot Laboratories | 2.07% | 0.32% | 1.75% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.01% | 0.28% | 1.73% |
| CVXChevron Corp | 1.66% | 0.43% | 1.23% |
| MCDMcdonald'S Corp | 1.65% | 0.30% | 1.35% |
38.1% of NUDG is already inside PSTR.
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 PSTR?
NUDG has an expense ratio of 0.61% while PSTR charges 1.06%. NUDG is the cheaper option, by $45 a year on a $10,000 investment.
What is the holdings overlap between NUDG and PSTR?
38.1% of NUDG's money is in holdings PSTR also owns. 7.8% of PSTR's is in holdings NUDG also owns. They hold 11 positions in common, counted across the 42 positions we hold weights for in NUDG and 101 in PSTR.
Which pays a higher dividend, NUDG or PSTR?
NUDG yields 0.50% while PSTR yields 4.95%, so PSTR currently pays the higher dividend yield.
Is PSTR better than NUDG?
NUDG has a lower expense ratio. PSTR led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 56.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.