NUDG vs PWRD

NUDG vs PWRD

Which is better, NUDG or PWRD?

NUDG has been ahead.

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 50.6%.

Lower Fees: NUDGHigher Returns (1Y): NUDGLess 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

MetricNUDGPWRD
Expense Ratio0.61%Best0.75%
AUM$6.2B$1.5B
Dividend Yield0.50%0.06%
Holdings4356
YTD Return+2.67%+3.29%Best
1Y Return-+2.06%
3Y Return (annualized)-+25.66%
Top 10 Weight42.3%Best50.6%
Fund FamilyNuveenTCW ETFs
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Feb 2, 2022

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

NUDG vs PWRD 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 VTIPWRD against:PWRD vs VXUS

NUDG vs PWRD Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and TCW Transform Systems ETF (PWRD) is an ETF from TCW ETFs. Year to date, NUDG is up 2.67% versus a gain of 3.29% for PWRD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while PWRD charges 0.75%. On a $10,000 position that is $61 vs $75 annually, a gap of $14 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.06% for PWRD.

Holdings Overlap

NUDG already in PWRD17.6%
PWRD already in NUDG22.1%

17.6% of NUDG's money is in holdings PWRD also owns. 22.1% of PWRD's money is in holdings NUDG also owns.

PWRD and NUDG share little of their money.

6 positions in common, counted across the 42 positions we hold weights for in NUDG and 28 in PWRD, against full books of 43 and 56.

What only one of them owns

Our book lists 17 positions for PWRD that do not appear in our book for NUDG (62.6% of the fund), and 36 for NUDG that do not appear in PWRD (81.4%).

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 PWRDDifference
AVGOBroadcom Inc5.11%3.79%1.32%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd4.47%3.32%1.15%
UNPUnion Pacific Corp1.77%4.29%2.52%
ETNEaton Corp Plc2.26%3.75%1.49%
TTTrane Technologies PLC|1251.93%3.58%1.65%
XOMExxonmobil Corp.2.01%3.35%1.34%

22.1% of PWRD is already inside NUDG.

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

NUDGPWRD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or PWRD?

NUDG has an expense ratio of 0.61% while PWRD charges 0.75%. NUDG is the cheaper option, by $14 a year on a $10,000 investment.

What is the holdings overlap between NUDG and PWRD?

22.1% of PWRD's money is in holdings NUDG also owns. 22.1% of PWRD's is in holdings NUDG also owns. They hold 6 positions in common, counted across the 42 positions we hold weights for in NUDG and 28 in PWRD.

Which pays a higher dividend, NUDG or PWRD?

NUDG yields 0.50% while PWRD yields 0.06%, so NUDG currently pays the higher dividend yield.

Is PWRD better than NUDG?

NUDG has a lower expense ratio. NUDG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 50.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.