NUGO vs MDYG
Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and SPDR(R) S & P 400 MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceNUGO has outperformed MDYG, delivering a return of +13.2% compared to +7.6%
NUGO vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUGO
$2.50B
MDYG
$2.50B
Expense Ratio
NUGO
0.56%
Winner
MDYG
0.15%
Max Drawdown
Winner
NUGO
38.01%
MDYG
59.31%
Sharpe Ratio
Winner
NUGO
1.55
MDYG
1.53
5Y Beta
NUGO
1.27
Winner
MDYG
1.06
P/E Ratio
NUGO
38.05
Winner
MDYG
30.23
Forward P/E
NUGO
29.90
Winner
MDYG
20.05
PEG Ratio
NUGO
0.56
MDYG
N/A
5Y Dividends CAGR
NUGO
N/A
MDYG
7.13%
5Y EPS CAGR
Winner
NUGO
38.50%
MDYG
18.29%
Debt to Equity
Winner
NUGO
28.90%
MDYG
50.53%
P/S Ratio
NUGO
9.98
Winner
MDYG
3.18
P/B Ratio
NUGO
13.66
Winner
MDYG
4.57
NUGO vs MDYG - Holdings Comparison
NUGO and MDYG have 0 common holdings. Overlap is 0.00%
NUGO's top 25 holdings weight is 89.21%. MDYG's top 25 holdings weight is 30.37%.
| Rank | NUGO | MDYG |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.04% | FLEX LTD (FLEX) - 1.95% |
| #2 | MICROSOFT CORP (MSFT) - 9.56% | TECHNIPFMC PLC (FTI) - 1.82% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 9.30% | CURTISS-WRIGHT CORP (CW) - 1.50% |
| #4 | APPLE INC (AAPL) - 9.06% | XPO INC (XPO) - 1.48% |
| #5 | AMAZON.COM INC (AMZN) - 7.51% | UNITED THERAPEUTICS CORP (UTHR) - 1.44% |
| #6 | BROADCOM INC (AVGO) - 7.38% | FABRINET (FN) - 1.35% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.31% | MASTEC INC (MTZ) - 1.33% |
| #8 | ELI LILLY AND CO (LLY) - 3.29% | NVENT ELECTRIC PLC (NVT) - 1.30% |
| #9 | ARISTA NETWORKS INC (ANET) - 2.39% | EVERPURE INC CLASS A (P) - 1.29% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.17% | WOODWARD INC (WWD) - 1.26% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.96% | TWILIO INC CLASS A (TWLO) - 1.25% |
| #12 | GE VERNOVA INC (GEV) - 1.94% | CARPENTER TECHNOLOGY CORP (CRS) - 1.18% |
| #13 | GE AEROSPACE (GE) - 1.73% | ATI INC (ATI) - 1.16% |
| #14 | WESTERN DIGITAL CORP (WDC) - 1.57% | RB GLOBAL INC (RBA) - 1.14% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.39% | BWX TECHNOLOGIES INC (BWXT) - 1.11% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.38% | API GROUP CORP (APG) - 1.09% |
| #17 | TESLA INC (TSLA) - 1.37% | ROYAL GOLD INC (RGLD) - 1.09% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.32% | RBC BEARINGS INC (RBC) - 1.08% |
| #19 | INTUITIVE SURGICAL INC (ISRG) - 1.14% | ITT INC (ITT) - 1.07% |
| #20 | BOOKING HOLDINGS INC (BKNG) - 1.14% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 1.02% |
| #21 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.11% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 0.94% |
| #22 | EATON CORP PLC (ETN) - 1.07% | TENET HEALTHCARE CORP (THC) - 0.93% |
| #23 | AMPHENOL CORP CLASS A (APH) - 1.05% | SOMNIGROUP INTERNATIONAL INC (SGI) - 0.92% |
| #24 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.02% | STERLING INFRASTRUCTURE INC (STRL) - 0.84% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 1.01% | TTM TECHNOLOGIES INC (TTMI) - 0.83% |
| Total Holdings | 46 | 243 |
NUGO vs MDYG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUGO
+12.95%
MDYG
+6.58%
3M
Winner
NUGO
+10.78%
MDYG
+7.04%
6M
NUGO
+7.53%
Winner
MDYG
+17.86%
1Y
Winner
NUGO
+34.42%
MDYG
+31.58%
5Y(CAGR)
Winner
NUGO
+13.20%
MDYG
+7.62%
10Y(CAGR)
NUGO
N/A
MDYG
+11.68%
Max(CAGR)
Winner
NUGO
+13.20%
MDYG
+10.42%
NUGO vs MDYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NUGO | MDYG |
|---|---|---|
| 2026 | +7.41% | +14.67% |
| 2025 | +14.52% | +7.11% |
| 2024 | +37.96% | +16.57% |
| 2023 | +46.20% | +18.29% |
| 2022 | -33.54% | -18.97% |
| 2021 | +7.78% | +20.18% |
| 2020 | N/A | +22.17% |
| 2019 | N/A | +27.24% |
| 2018 | N/A | -11.43% |
| 2017 | N/A | +19.20% |
| 2016 | N/A | +16.95% |
| 2015 | N/A | +2.05% |
| 2014 | N/A | +9.06% |
| 2013 | N/A | +29.24% |
| 2012 | N/A | +16.21% |
| 2011 | N/A | -2.11% |
| 2010 | N/A | +25.08% |
| 2009 | N/A | +50.34% |
| 2008 | N/A | -40.78% |
| 2007 | N/A | +10.72% |
| 2006 | N/A | +11.26% |
| 2005 | N/A | +2.98% |
NUGO vs MDYG Drawdown Comparison
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current MDYG drawdown is -0.70%.
| Rank | NUGO | MDYG |
|---|---|---|
| #1 | -38.01% Nov 19, 2021 - Jan 24, 2024 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -25.12% Dec 16, 2024 - Jul 3, 2025 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -17.54% Oct 29, 2025 - May 6, 2026 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -14.99% Jul 10, 2024 - Oct 21, 2024 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -7.37% Mar 22, 2024 - May 15, 2024 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -3.73% Oct 22, 2024 - Nov 6, 2024 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -3.59% Feb 9, 2024 - Feb 22, 2024 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -3.39% Oct 9, 2025 - Oct 24, 2025 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -3.23% Aug 12, 2025 - Sep 8, 2025 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -3.08% Nov 12, 2024 - Dec 2, 2024 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -2.95% May 28, 2024 - Jun 5, 2024 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -2.73% Jan 29, 2024 - Feb 2, 2024 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -2.66% Jun 18, 2024 - Jul 3, 2024 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -2.46% Mar 7, 2024 - Mar 20, 2024 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -2.45% Oct 1, 2021 - Oct 7, 2021 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between NUGO and MDYG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2005 - 2026)
NUGO vs MDYG dividend yield comparison.
| Year | NUGO | MDYG |
|---|---|---|
| 2026 | 0.00% | 0.12% |
| 2025 | 0.00% | 0.75% |
| 2024 | 0.00% | 0.87% |
| 2023 | 0.19% | 1.20% |
| 2022 | 0.26% | 1.16% |
| 2021 | 0.00% | 0.69% |
| 2020 | 0.00% | 0.71% |
| 2019 | 0.00% | 1.21% |
| 2018 | 0.00% | 1.36% |
| 2017 | 0.00% | 2.23% |
| 2016 | 0.00% | 1.25% |
| 2015 | 0.00% | 2.51% |
| 2014 | 0.00% | 1.60% |
| 2013 | 0.00% | 0.82% |
| 2012 | 0.00% | 0.97% |
| 2011 | 0.00% | 0.66% |
| 2010 | 0.00% | 0.29% |
| 2009 | 0.00% | 0.59% |
| 2008 | 0.00% | 0.94% |
| 2007 | 0.00% | 2.12% |
| 2006 | 0.00% | 3.01% |
| 2005 | 0.00% | 0.05% |
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