IVV vs NURE
iShares Core S&P 500 ETF vs Nuveen Short-Term REIT ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NURE | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.36% | |
| AUM | $865.2B | $36M | |
| Dividend Yield | 1.09% | 4.02% | |
| Holdings | 508 | 32 | |
| YTD Return | +14.50% | +13.76% | |
| 1Y Return | +22.02% | +13.21% | |
| 3Y Return (annualized) | +21.80% | +6.69% | |
| 5Y Return (annualized) | +13.37% | +0.75% | |
| Volatility (annualized) | 15.1% | 18.3% | |
| Max Drawdown | -56.5% | -46.0% | |
| Fund Family | iShares by BlackRock (US) | Nuveen | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Dec 19, 2016 |
IVV vs NURE Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nuveen Short-Term REIT ETF (NURE) is a ETF from Nuveen. Over the past year IVV returned +22.02% while NURE returned +13.21%. Year to date, IVV is up 14.50% versus a gain of 13.76% for NURE.
Over three years, IVV compounded at +21.80% per year against +6.69% for NURE; over five years the annualized figures are +13.37% and +0.75% respectively. Across the full 10-year window we track, IVV has the edge at +7.07% annualized vs +5.95%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NURE has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 15.1% for IVV. 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 -56.5% for IVV and -46.0% for NURE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while NURE charges 0.36%. On a $10,000 position that is $3 vs $36 annually, a gap of $33 per year that compounds over a long holding period. On income, IVV currently yields 1.09% against 4.02% for NURE.
Holdings Overlap
IVV and NURE share 10 holdings out of 523 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, IVV or NURE?
IVV has an expense ratio of 0.03% while NURE charges 0.36%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, IVV or NURE?
Over the past year IVV returned +22.02% vs +13.21% for NURE, so IVV leads on 1-year performance. Over the longest common window we track (10 years), IVV annualized +7.07% vs +5.95% for NURE. Past performance does not guarantee future results.
Which is riskier, IVV or NURE?
NURE has been the more volatile fund at 18.3% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NURE -46.0%.
Should I hold both IVV and NURE?
IVV and NURE have a monthly-return correlation of 0.75, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NURE?
IVV and NURE share 10 common holdings with a 0.3% weight overlap. Combined, they hold 523 unique securities.
Which pays a higher dividend, IVV or NURE?
IVV yields 1.09% while NURE yields 4.02%, so NURE currently pays the higher dividend yield.
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