NUDG vs XLII

NUDG vs XLII

Which is better, NUDG or XLII?

NUDG has been ahead.

XLII has a lower expense ratio. NUDG led over 1Y.

Lower Fees: XLIIHigher Returns (1Y): 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

MetricNUDGXLII
Expense Ratio0.61%0.35%Best
AUM$6.2B$15M
Dividend Yield0.50%13.64%
Holdings438
YTD Return+2.67%+5.16%Best
1Y Return-+10.09%
Fund FamilyNuveenState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJun 2, 2026Jul 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 XLII 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 VTIXLII against:XLII vs VXUS

NUDG vs XLII Performance

Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen and State Street Industrial Select Sector SPDR Premium Income ETF (XLII) is an ETF from State Street Investment Management. Year to date, NUDG is up 2.67% versus a gain of 5.16% for XLII.

Past performance does not guarantee future results.

Fees and Cost Over Time

NUDG charges 0.61% per year while XLII 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 13.64% for XLII.

Holdings Overlap

We hold position weights for 42 holdings in NUDG and 2 in XLII, 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 XLII, against full books of 43 and 8.

You are not choosing between two funds in isolation.

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

NUDGXLII

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NUDG or XLII?

NUDG has an expense ratio of 0.61% while XLII charges 0.35%. XLII is the cheaper option, by $26 a year on a $10,000 investment.

Which pays a higher dividend, NUDG or XLII?

NUDG yields 0.50% while XLII yields 13.64%, so XLII currently pays the higher dividend yield.

Is XLII better than NUDG?

XLII 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.