NUDG vs WBIL
Nuveen Dividend Growth Fund ETF vs WBI BullBear Quality 3000 ETF
Which is better, NUDG or WBIL?
WBIL has been ahead.
NUDG has a lower expense ratio. WBIL led over 1Y. WBIL is less concentrated, with 23.0% 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 | WBIL |
|---|---|---|
| Expense Ratio | 0.61%Best | 1.55% |
| AUM | $6.2B | $30M |
| Dividend Yield | 0.50% | 0.04% |
| Holdings | 43 | 142 |
| YTD Return | +2.67% | +14.67%Best |
| 1Y Return | - | +14.68% |
| 3Y Return (annualized) | - | +10.76% |
| 5Y Return (annualized) | - | +6.30% |
| Top 10 Weight | 42.3% | 23.0%Best |
| Fund Family | Nuveen | WBI Investments |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Aug 25, 2014 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
NUDG vs WBIL 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 WBIL Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and WBI BullBear Quality 3000 ETF (WBIL) is an ETF from WBI Investments. Year to date, NUDG is up 2.67% versus a gain of 14.67% for WBIL.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while WBIL charges 1.55%. On a $10,000 position that is $61 vs $155 annually, a gap of $94 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 0.04% for WBIL.
Holdings Overlap
7.5% of NUDG's money is in holdings WBIL also owns. 5.0% of WBIL's money is in holdings NUDG also owns.
NUDG and WBIL share little of their money.
3 positions in common, counted across the 42 positions we hold weights for in NUDG and 64 in WBIL, against full books of 43 and 142.
What only one of them owns
Our book lists 60 positions for WBIL that do not appear in our book for NUDG (92.4% of the fund), and 38 for NUDG that do not appear in WBIL (87.0%).
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.
You are not choosing between two funds in isolation.
Whichever of NUDG and WBIL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NUDG or WBIL?
NUDG has an expense ratio of 0.61% while WBIL charges 1.55%. NUDG is the cheaper option, by $94 a year on a $10,000 investment.
What is the holdings overlap between NUDG and WBIL?
7.5% of NUDG's money is in holdings WBIL also owns. 5.0% of WBIL's is in holdings NUDG also owns. They hold 3 positions in common, counted across the 42 positions we hold weights for in NUDG and 64 in WBIL.
Which pays a higher dividend, NUDG or WBIL?
NUDG yields 0.50% while WBIL yields 0.04%, so NUDG currently pays the higher dividend yield.
Is WBIL better than NUDG?
NUDG has a lower expense ratio. WBIL led over 1Y. WBIL is less concentrated, with 23.0% 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.