NUDG vs WLTG

NUDG vs WLTG

Which is better, NUDG or WLTG?

WLTG has been ahead.

NUDG has a lower expense ratio. WLTG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 46.5%.

Lower Fees: NUDGHigher Returns (1Y): WLTGLess 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

MetricNUDGWLTG
Expense Ratio0.61%Best0.74%
AUM$6.2B$77M
Dividend Yield0.50%4.08%
Holdings4387
YTD Return+2.67%+7.96%Best
1Y Return-+13.35%
3Y Return (annualized)-+22.48%
Top 10 Weight42.3%Best46.5%
Fund FamilyNuveenWealthTrust Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Dec 6, 2021

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

NUDG vs WLTG 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 VTIWLTG against:WLTG vs VXUS

NUDG vs WLTG Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and WealthTrust DBS Long Term Growth ETF (WLTG) is an ETF from WealthTrust Asset Management. Year to date, NUDG is up 2.67% versus a gain of 7.96% for WLTG.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while WLTG charges 0.74%. On a $10,000 position that is $61 vs $74 annually, a gap of $13 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 4.08% for WLTG.

Holdings Overlap

NUDG already in WLTG25.5%
WLTG already in NUDG11.6%

25.5% of NUDG's money is in holdings WLTG also owns. 11.6% of WLTG's money is in holdings NUDG also owns.

NUDG and WLTG share little of their money.

5 positions in common, counted across the 42 positions we hold weights for in NUDG and 41 in WLTG, against full books of 43 and 87.

What only one of them owns

Our book lists 35 positions for WLTG that do not appear in our book for NUDG (87.3% of the fund), and 37 for NUDG that do not appear in WLTG (73.5%).

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 WLTGDifference
MSFTMicrosoft Corp7.67%2.05%5.62%
2330:TWTaiwan Semiconductor Manufacturing Co Ltd4.47%4.44%0.03%
AAPLApple, Inc6.37%1.67%4.70%
AVGOBroadcom Inc5.11%1.91%3.20%
TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#5855581.89%1.48%0.41%

25.5% of NUDG is already inside WLTG.

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

NUDGWLTG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or WLTG?

NUDG has an expense ratio of 0.61% while WLTG charges 0.74%. NUDG is the cheaper option, by $13 a year on a $10,000 investment.

What is the holdings overlap between NUDG and WLTG?

25.5% of NUDG's money is in holdings WLTG also owns. 11.6% of WLTG's is in holdings NUDG also owns. They hold 5 positions in common, counted across the 42 positions we hold weights for in NUDG and 41 in WLTG.

Which pays a higher dividend, NUDG or WLTG?

NUDG yields 0.50% while WLTG yields 4.08%, so WLTG currently pays the higher dividend yield.

Is WLTG better than NUDG?

NUDG has a lower expense ratio. WLTG led over 1Y. NUDG is less concentrated, with 42.3% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.