NUGO vs TCHP
Nuveen Growth Opportunities ETF vs T. Rowe Price Blue Chip Growth ETF
Which is better, NUGO or TCHP?
Nearly the same fund. NUGO costs less.
NUGO has a lower expense ratio. NUGO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. TCHP is less concentrated, with 59.3% 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 | TCHP |
|---|---|---|
| Expense Ratio | 0.50%Best | 0.57% |
| AUM | $2.5B | $2.2B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 46 | 65 |
| YTD Return | +9.42%Best | +2.74% |
| 1Y Return | +11.31%Best | +5.10% |
| 3Y Return (annualized) | +23.57%Best | +21.81% |
| 5Y Return (annualized) | +12.11%Best | +9.18% |
| Volatility (annualized) | 19.4%Best | 20.3% |
| Max Drawdown | -38.0%Best | -42.3% |
| $10,000 over 5 years | $17,710Best | $15,514 |
| Top 10 Weight | 61.9% | 59.3%Best |
| Fund Family | Nuveen | T.Rowe Price |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Sep 27, 2021 | Aug 4, 2020 |
Volatility and max drawdown are measured over the window both funds cover: Sep 28, 2021 to Oct 14, 2026 (5 years).
NUGO vs TCHP 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 TCHP Performance
Nuveen Growth Opportunities ETF (NUGO) is an ETF from Nuveen and T. Rowe Price Blue Chip Growth ETF (TCHP) is an ETF from T.Rowe Price. Over the past year NUGO returned +11.31% while TCHP returned +5.10%. Year to date, NUGO is up 9.42% versus a gain of 2.74% for TCHP.
Over three years, NUGO compounded at +23.57% per year against +21.81% for TCHP; over five years the annualized figures are +12.11% and +9.18% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TCHP has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 19.4% for NUGO. 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 -42.3% for TCHP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NUGO charges 0.50% per year while TCHP charges 0.57%. On a $10,000 position that is $50 vs $57 annually, a gap of $7 per year that compounds over a long holding period. On income, NUGO currently yields 0.00% against 0.00% for TCHP.
Holdings Overlap
79.7% of NUGO's money is in holdings TCHP also owns. 69.6% of TCHP's money is in holdings NUGO also owns.
Most of NUGO is already inside TCHP. Owning both mostly buys the same companies twice.
24 positions in common, counted across the 43 positions we hold weights for in NUGO and 62 in TCHP, against full books of 46 and 65.
What only one of them owns
Measured across the 43 and 62 positions we hold weights for.
TCHP holds 34 positions NUGO does not, 26.5% of the fund.
Largest: GOOG 5.94%, CVNA 3.58%, V 2.69%, CB 0.96%, SKHY 0.88%
Top Shared Holdings
| Stock | Weight in NUGO | Weight in TCHP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.71% | 17.43% | 1.72% |
| GOOGLAlphabet Inc | 10.15% | 5.50% | 4.65% |
| MSFTMicrosoft Corp | 7.15% | 5.92% | 1.23% |
| AAPLApple, Inc | 7.05% | 4.94% | 2.11% |
| AVGOBroadcom Inc | 5.98% | 5.79% | 0.19% |
| LLYEli Lilly & Co. | 3.86% | 3.05% | 0.81% |
| AMDAdvanced Micro Devices Inc | 3.05% | 2.92% | 0.13% |
| METAMeta Platforms Inc | 2.09% | 3.53% | 1.44% |
| AMZNAmazon.Com Inc | 1.90% | 3.60% | 1.70% |
| MAMastercard Inc | 3.09% | 1.99% | 1.10% |
79.7% of NUGO is already inside TCHP.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NUGO or TCHP?
NUGO has an expense ratio of 0.50% while TCHP charges 0.57%. NUGO is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, NUGO or TCHP?
Over the past year NUGO returned +11.31% vs +5.10% for TCHP, so NUGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUGO or TCHP?
TCHP has been the more volatile fund at 20.3% annualized versus 19.4% for NUGO. Worst drawdown: NUGO -38.0% vs TCHP -42.3%.
Should I hold both NUGO and TCHP?
NUGO and TCHP have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between NUGO and TCHP?
79.7% of NUGO's money is in holdings TCHP also owns. 69.6% of TCHP's is in holdings NUGO also owns. They hold 24 positions in common, counted across the 43 positions we hold weights for in NUGO and 62 in TCHP.
Which pays a higher dividend, NUGO or TCHP?
NUGO yields 0.00% while TCHP yields 0.00%, so TCHP currently pays the higher dividend yield.
Is TCHP better than NUGO?
NUGO has a lower expense ratio. NUGO led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.98. TCHP is less concentrated, with 59.3% 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.