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Nuveen Dividend Growth Fund ETF Class (NUDG) Sharpe Ratio

ETF · Currency in USD · Last updated Jul 8, 2026

Nuveen Dividend Growth Fund ETF Class is an actively managed fund investing at least 80% of net assets in dividend-paying equity securities of high-quality, mid- to large-cap companies with potential for sustainable dividend growth, seeking attractive total return through income and capital appreciation. The fund may invest up to 25% of assets in ADRs and non-U.S. common stocks, and is benchmarked against the MSCI World Index.

Sharpe ratio is not yet available for NUDG. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar ETFs

The table compares Nuveen Dividend Growth Fund ETF Class's Sharpe Ratio with other ETFs in the Dividend category across multiple time periods, showing how NUDG's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 8, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
LVHIFranklin International Low Volatility High Dividend Index ETF3.39
INCEFranklin Income Equity Focus ETF2.76
DEWWisdomTree Global High Dividend Fund2.67
ALTYGlobal X Alternative Income ETF2.56
DIVBiShares Core Dividend ETF2.48
DJDInvesco Dow Jones Industrial Average Dividend ETF2.38
DGROiShares Core Dividend Growth ETF2.37
EFASGlobal X MSCI SuperDividend® EAFE ETF2.33
XUDVFranklin U.S. Dividend Booster Index ETF2.29
VYMIVanguard International High Dividend Yield ETF2.28
NUDGNuveen Dividend Growth Fund ETF Class—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows NUDG's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when NUDG consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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