NUDG vs VYM
Nuveen Dividend Growth Fund ETF vs Vanguard High Dividend Yield ETF
Which is better, NUDG or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.8% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.61% | 0.04%Best |
| AUM | $6.2B | $78.9B |
| Dividend Yield | 0.50% | 2.37% |
| Holdings | 43 | 608 |
| YTD Return | +2.67% | +11.83%Best |
| 1Y Return | - | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Top 10 Weight | 42.3% | 25.8%Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jun 2, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
NUDG vs VYM 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 VYM Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, NUDG is up 2.67% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while VYM charges 0.04%. On a $10,000 position that is $61 vs $4 annually, a gap of $57 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 2.37% for VYM.
Holdings Overlap
54.5% of NUDG's money is in holdings VYM also owns. 29.6% of VYM's money is in holdings NUDG also owns.
The two portfolios partly overlap.
28 positions in common, counted across the 42 positions we hold weights for in NUDG and 602 in VYM, against full books of 43 and 608.
What only one of them owns
Our book lists 545 positions for VYM that do not appear in our book for NUDG (68.2% of the fund), and 13 for NUDG that do not appear in VYM (40.0%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 5.11% | 6.94% | 1.83% |
| JPMJpmorgan Chase | 3.72% | 3.83% | 0.11% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.01% | 2.70% | 0.69% |
| ABBVAbbvie Inc. | 1.89% | 1.83% | 0.06% |
| MRKMerck & Company Inc | 1.95% | 1.47% | 0.48% |
| LINLinde Plc Ordinary Shares | 2.45% | 0.91% | 1.54% |
| PMPhilip Morris International Inc. | 2.04% | 1.18% | 0.86% |
| CVXChevron Corp | 1.66% | 1.54% | 0.12% |
| NEENextera Energy Inc | 2.43% | 0.69% | 1.74% |
| BLKBlackrock Funding Inc/De | 2.27% | 0.71% | 1.56% |
54.5% of NUDG is already inside VYM.
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 VYM?
NUDG has an expense ratio of 0.61% while VYM charges 0.04%. VYM is the cheaper option, by $57 a year on a $10,000 investment.
What is the holdings overlap between NUDG and VYM?
54.5% of NUDG's money is in holdings VYM also owns. 29.6% of VYM's is in holdings NUDG also owns. They hold 28 positions in common, counted across the 42 positions we hold weights for in NUDG and 602 in VYM.
Which pays a higher dividend, NUDG or VYM?
NUDG yields 0.50% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than NUDG?
VYM has a lower expense ratio. VYM led over 1Y. VYM is less concentrated, with 25.8% 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.