NDVG vs. SCHB
Compare and contrast key facts about Nuveen Dividend Growth ETF (NDVG) and Schwab U.S. Broad Market ETF (SCHB).
NDVG and SCHB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NDVG is an actively managed fund by Nuveen. It was launched on Aug 4, 2021. SCHB is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Broad Stock Market Total Return Index. It was launched on Nov 3, 2009.
Performance
NDVG vs. SCHB - Performance Comparison
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NDVG vs. SCHB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | -2.17% | 10.06% | 17.60% | 15.15% | -9.55% | 11.07% |
SCHB Schwab U.S. Broad Market ETF | -4.05% | 16.94% | 23.93% | 26.16% | -19.46% | 6.39% |
Returns By Period
In the year-to-date period, NDVG achieves a -2.17% return, which is significantly higher than SCHB's -4.05% return.
NDVG
- 1D
- 2.07%
- 1M
- -5.31%
- YTD
- -2.17%
- 6M
- -2.02%
- 1Y
- 9.40%
- 3Y*
- 12.79%
- 5Y*
- —
- 10Y*
- —
SCHB
- 1D
- 2.91%
- 1M
- -4.99%
- YTD
- -4.05%
- 6M
- -1.80%
- 1Y
- 17.96%
- 3Y*
- 17.85%
- 5Y*
- 10.52%
- 10Y*
- 13.57%
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NDVG vs. SCHB - Expense Ratio Comparison
NDVG has a 0.64% expense ratio, which is higher than SCHB's 0.03% expense ratio.
Return for Risk
NDVG vs. SCHB — Risk / Return Rank
NDVG
SCHB
NDVG vs. SCHB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) and Schwab U.S. Broad Market ETF (SCHB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NDVG | SCHB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.98 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.97 | 1.50 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.23 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 1.51 | -0.53 |
Martin ratioReturn relative to average drawdown | 4.17 | 7.15 | -2.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NDVG | SCHB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.98 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.61 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.78 | -0.19 |
Correlation
The correlation between NDVG and SCHB is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NDVG vs. SCHB - Dividend Comparison
NDVG's dividend yield for the trailing twelve months is around 1.09%, less than SCHB's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDVG Nuveen Dividend Growth ETF | 1.09% | 1.05% | 1.20% | 1.24% | 1.34% | 0.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHB Schwab U.S. Broad Market ETF | 1.18% | 1.11% | 1.24% | 1.40% | 1.61% | 1.21% | 1.63% | 1.80% | 2.00% | 1.65% | 1.86% | 2.00% |
Drawdowns
NDVG vs. SCHB - Drawdown Comparison
The maximum NDVG drawdown since its inception was -19.71%, smaller than the maximum SCHB drawdown of -35.27%. Use the drawdown chart below to compare losses from any high point for NDVG and SCHB.
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Drawdown Indicators
| NDVG | SCHB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.71% | -35.27% | +15.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.79% | -12.22% | +1.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.27% | — |
Current DrawdownCurrent decline from peak | -5.87% | -6.26% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -4.34% | -4.15% | -0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.58% | -0.05% |
Volatility
NDVG vs. SCHB - Volatility Comparison
The current volatility for Nuveen Dividend Growth ETF (NDVG) is 4.25%, while Schwab U.S. Broad Market ETF (SCHB) has a volatility of 5.48%. This indicates that NDVG experiences smaller price fluctuations and is considered to be less risky than SCHB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NDVG | SCHB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.48% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 7.93% | 9.75% | -1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.46% | 18.33% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.55% | 17.25% | -2.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.55% | 18.30% | -3.75% |