NUGO vs SCHD
Nuveen Growth Opportunities ETF vs Schwab US Dividend Equity ETF
Which is better, NUGO or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. NUGO led over 3Y, 5Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 61.9%.
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 | NUGO | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $2.5B | $111.6B |
| Dividend Yield | 0.00% | 3.24% |
| Holdings | 46 | 206 |
| YTD Return | +9.42% | +24.55%Best |
| 1Y Return | +11.31% | +29.85%Best |
| 3Y Return (annualized) | +23.57%Best | +16.64% |
| 5Y Return (annualized) | +12.11%Best | +9.54% |
| Volatility (annualized) | 19.4% | 15.0%Best |
| Max Drawdown | -38.0% | -16.9%Best |
| $10,000 over 5 years | $17,710Best | $15,771 |
| Top 10 Weight | 61.9% | 41.6%Best |
| Fund Family | Nuveen | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Sep 27, 2021 | Oct 20, 2011 |
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2021 to Oct 14, 2026 (5 years).
NUGO vs SCHD 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 covers the 5 years both funds cover.
NUGO vs SCHD Performance
Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NUGO returned +11.31% while SCHD returned +29.85%. Year to date, NUGO is up 9.42% versus a gain of 24.55% for SCHD.
Over three years, NUGO compounded at +23.57% per year against +16.64% for SCHD; over five years the annualized figures are +12.11% and +9.54% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUGO has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.0% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -38.0% for NUGO and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.43. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NUGO charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, NUGO currently yields 0.00% against 3.24% for SCHD.
Holdings Overlap
We hold position weights for 43 holdings in NUGO and 98 in SCHD, totalling 100.0% and 99.8% 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 43 positions we hold weights for in NUGO and 98 in SCHD, against full books of 46 and 206.
What only one of them owns
Measured across the 43 and 98 positions we hold weights for.
SCHD holds 97 positions NUGO does not, 99.8% of the fund.
Largest: TXN 4.89%, QCOM 4.61%, PG 4.16%, CVX 4.14%, KO 4.12%
You are not choosing between two funds in isolation.
Whichever of NUGO and SCHD 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, NUGO or SCHD?
NUGO has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, NUGO or SCHD?
Over the past year NUGO returned +11.31% vs +29.85% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUGO or SCHD?
NUGO has been the more volatile fund at 19.4% annualized versus 15.0% for SCHD. Worst drawdown: NUGO -38.0% vs SCHD -16.9%.
Should I hold both NUGO and SCHD?
NUGO and SCHD have a monthly-return correlation of 0.43, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, NUGO or SCHD?
NUGO yields 0.00% while SCHD yields 3.24%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NUGO?
SCHD has a lower expense ratio. NUGO led over 3Y, 5Y and the full window, SCHD over 1Y. SCHD is less concentrated, with 41.6% of the fund in its ten largest positions against 61.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.