NUDG vs SSUS

NUDG vs SSUS

Which is better, NUDG or SSUS?

SSUS has been ahead.

NUDG has a lower expense ratio. SSUS led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 89.3%.

Lower Fees: NUDGHigher Returns (1Y): SSUSLess 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

MetricNUDGSSUS
Expense Ratio0.61%Best0.76%
AUM$6.2B$614M
Dividend Yield0.50%0.45%
Holdings4348
YTD Return+2.67%+15.69%Best
1Y Return-+18.28%
3Y Return (annualized)-+18.40%
5Y Return (annualized)-+10.92%
Top 10 Weight42.3%Best89.3%
Fund FamilyNuveenDay Hagan Funds
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Jan 16, 2020

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

NUDG vs SSUS 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 VTISSUS against:SSUS vs VXUS

NUDG vs SSUS Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Day Hagan Smart Sector ETF (SSUS) is an ETF from Day Hagan Funds. Year to date, NUDG is up 2.67% versus a gain of 15.69% for SSUS.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while SSUS charges 0.76%. On a $10,000 position that is $61 vs $76 annually, a gap of $15 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.45% for SSUS.

Holdings Overlap

NUDG already in SSUS14.0%
SSUS already in NUDG4.8%

14.0% of NUDG's money is in holdings SSUS also owns. 4.8% of SSUS's money is in holdings NUDG also owns.

NUDG and SSUS share little of their money.

2 positions in common, counted across the 42 positions we hold weights for in NUDG and 16 in SSUS, against full books of 43 and 48.

What only one of them owns

Our book lists 14 positions for SSUS that do not appear in our book for NUDG (95.2% of the fund), and 39 for NUDG that do not appear in SSUS (80.5%).

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

StockWeight in NUDGWeight in SSUSDifference
MSFTMicrosoft Corp 4.100 Feb 06 377.67%2.61%5.06%
AAPLApple, Inc6.37%2.22%4.15%

You are not choosing between two funds in isolation.

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

NUDGSSUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or SSUS?

NUDG has an expense ratio of 0.61% while SSUS charges 0.76%. NUDG is the cheaper option, by $15 a year on a $10,000 investment.

What is the holdings overlap between NUDG and SSUS?

14.0% of NUDG's money is in holdings SSUS also owns. 4.8% of SSUS's is in holdings NUDG also owns. They hold 2 positions in common, counted across the 42 positions we hold weights for in NUDG and 16 in SSUS.

Which pays a higher dividend, NUDG or SSUS?

NUDG yields 0.50% while SSUS yields 0.45%, so NUDG currently pays the higher dividend yield.

Is SSUS better than NUDG?

NUDG has a lower expense ratio. SSUS led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 89.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.