ETF overview
NUDG is an actively managed ETF that seeks to invest in high-quality, often overlooked dividend-paying companies with the potential for sustainable and growing dividends across a broad range of yields. Fund assets are invested in dividend-paying common stocks and preferred securities, spanning small-, mid-, and large-cap companies, with up to 25% allocated to US dollar-denominated international equities. Using a bottom-up fundamental analysis approach, the sub-adviser selects companies based on key factors such as business model strength, financial position, earnings growth, management quality, and dividend growth potential, making NUDG an interesting option for investors seeking both income and long-term capital appreciation.
Fund facts
- Expense ratio
- 0.61%
- Fund assets
- 6.14B USD (all share classes)
- Issuer
- Nuveen
- Inception date
- Jun 2, 2026
- Number of holdings
- 41
Breakdown
Holdings (41)
| Name | Ticker | Weight |
|---|---|---|
| Microsoft Corp | MSFT | 8.04% |
| Apple Inc | AAPL | 6.93% |
| Taiwan Semiconductor-Sp Adr | TSM | 5.08% |
| Broadcom Inc | AVGO | 5.01% |
| Amphenol Corp-Cl A | APH | 4.22% |
| Alphabet Inc-Cl C | GOOG | 3.85% |
| Jpmorgan Chase & Co | JPM | 3.58% |
| Eaton Corp Plc | ETN | 2.52% |
| Mastercard Inc | MA | 2.48% |
| Linde Plc | LIN | 2.48% |
| and 28 more | ||
Similar ETFs
- Manager Directed Portfolios - SWP Growth & Income ETFSWP · Overlap 41% · Expense ratio 0.99%
- Fidelity Low Volatility Factor ETFFDLO · Overlap 40% · Expense ratio 0.15%
- Capital Group Dividend Value ETFCGDV · Overlap 40% · Expense ratio 0.33%
- Capital Group Conservative Equity ETFCGCV · Overlap 40% · Expense ratio 0.33%
- T. Rowe Price Dividend Growth ETFTDVG · Overlap 39% · Expense ratio 0.50%
- Vanguard Dividend Appreciation ETFVIG · Overlap 39% · Expense ratio 0.04%
- Alliance Bernstein - AB US Low Volatility Equity ETFLOWV · Overlap 39% · Expense ratio 0.39%
- Invesco Dividend Achievers ETFPFM · Overlap 37% · Expense ratio 0.52%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.61%
- Fund assets
- 6.14B USD (all share classes)
- Issuer
- Nuveen
- Inception date
- Jun 2, 2026
- Number of holdings
- 41
| Name | Ticker | Weight |
|---|---|---|
| Microsoft Corp | MSFT | 8.04% |
| Apple Inc | AAPL | 6.93% |
| Taiwan Semiconductor-Sp Adr | TSM | 5.08% |
| Broadcom Inc | AVGO | 5.01% |
| Amphenol Corp-Cl A | APH | 4.22% |
| Alphabet Inc-Cl C | GOOG | 3.85% |
| Jpmorgan Chase & Co | JPM | 3.58% |
| Eaton Corp Plc | ETN | 2.52% |
| Mastercard Inc | MA | 2.48% |
| Linde Plc | LIN | 2.48% |
| and 28 more | ||
NUDG is an actively managed ETF that seeks to invest in high-quality, often overlooked dividend-paying companies with the potential for sustainable and growing dividends across a broad range of yields. Fund assets are invested in dividend-paying common stocks and preferred securities, spanning small-, mid-, and large-cap companies, with up to 25% allocated to US dollar-denominated international equities. Using a bottom-up fundamental analysis approach, the sub-adviser selects companies based on key factors such as business model strength, financial position, earnings growth, management quality, and dividend growth potential, making NUDG an interesting option for investors seeking both income and long-term capital appreciation.
- Manager Directed Portfolios - SWP Growth & Income ETFSWP · Overlap 41% · Expense ratio 0.99%
- Fidelity Low Volatility Factor ETFFDLO · Overlap 40% · Expense ratio 0.15%
- Capital Group Dividend Value ETFCGDV · Overlap 40% · Expense ratio 0.33%
- Capital Group Conservative Equity ETFCGCV · Overlap 40% · Expense ratio 0.33%
- T. Rowe Price Dividend Growth ETFTDVG · Overlap 39% · Expense ratio 0.50%
- Vanguard Dividend Appreciation ETFVIG · Overlap 39% · Expense ratio 0.04%
- Alliance Bernstein - AB US Low Volatility Equity ETFLOWV · Overlap 39% · Expense ratio 0.39%
- Invesco Dividend Achievers ETFPFM · Overlap 37% · Expense ratio 0.52%
Overlap is the share of assets the two funds hold in common.
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