NUDG vs XLFI
Nuveen Dividend Growth Fund ETF vs State Street Financial Select Sector SPDR Premium Income ETF
Which is better, NUDG or XLFI?
NUDG has been ahead.
XLFI has a lower expense ratio. NUDG led over 1Y.
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 | XLFI |
|---|---|---|
| Expense Ratio | 0.61% | 0.35%Best |
| AUM | $6.2B | $9M |
| Dividend Yield | 0.50% | 11.99% |
| Holdings | 43 | 4 |
| YTD Return | +2.67%Best | +1.07% |
| 1Y Return | - | +3.90% |
| Fund Family | Nuveen | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 2, 2026 | Jul 29, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
NUDG vs XLFI 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 XLFI Performance
Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and State Street Financial Select Sector SPDR Premium Income ETF (XLFI) is an ETF from State Street Investment Management. Year to date, NUDG is up 2.67% versus a gain of 1.07% for XLFI.
Past performance does not guarantee future results.
Fees and Cost Over Time
NUDG charges 0.61% per year while XLFI charges 0.35%. On a $10,000 position that is $61 vs $35 annually, a gap of $26 per year that compounds over a long holding period. On income, NUDG currently yields 0.50% against 11.99% for XLFI.
Holdings Overlap
We hold position weights for 42 holdings in NUDG and 2 in XLFI, totalling 99.0% and 100.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 42 positions we hold weights for in NUDG and 2 in XLFI, against full books of 43 and 4.
You are not choosing between two funds in isolation.
Whichever of NUDG and XLFI 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 XLFI?
NUDG has an expense ratio of 0.61% while XLFI charges 0.35%. XLFI is the cheaper option, by $26 a year on a $10,000 investment.
Which pays a higher dividend, NUDG or XLFI?
NUDG yields 0.50% while XLFI yields 11.99%, so XLFI currently pays the higher dividend yield.
Is XLFI better than NUDG?
XLFI has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.