JRS vs VOO
Nuveen Real Estate Income Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | JRS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.03% | |
| AUM | - | $997.4B | |
| Dividend Yield | 7.40% | 1.08% | |
| Holdings | 87 | 509 | |
| YTD Return | +16.94% | +14.27% | |
| 1Y Return | +21.09% | +21.79% | |
| 3Y Return (annualized) | +14.87% | +22.19% | |
| 5Y Return (annualized) | +2.75% | +13.28% | |
| Volatility (annualized) | 28.2% | 14.2% | |
| Max Drawdown | -90.7% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 15, 2001 | Sep 7, 2010 |
JRS vs VOO Performance
Nuveen Real Estate Income Fund (JRS) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year JRS returned +21.09% while VOO returned +21.79%. Year to date, JRS is up 16.94% versus a gain of 14.27% for VOO.
Over three years, JRS compounded at +14.87% per year against +22.19% for VOO; over five years the annualized figures are +2.75% and +13.28% respectively. Across the full 16-year window we track, VOO has the edge at +13.59% annualized vs -0.49%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JRS has been the more volatile fund, with annualized monthly volatility of 28.2% compared with 14.2% for VOO. 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 -90.7% for JRS and -34.3% for VOO. 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 0.71. They usually move together, but the gap leaves some room for diversification.
Holdings Overlap
JRS and VOO share 25 holdings out of 533 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, JRS or VOO?
Over the past year JRS returned +21.09% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (16 years), JRS annualized -0.49% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, JRS or VOO?
JRS has been the more volatile fund at 28.2% annualized versus 14.2% for VOO. Worst drawdown: JRS -90.7% vs VOO -34.3%.
Should I hold both JRS and VOO?
JRS and VOO have a monthly-return correlation of 0.71, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JRS and VOO?
JRS and VOO share 25 common holdings with a 1.5% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, JRS or VOO?
JRS yields 7.40% while VOO yields 1.08%, so JRS currently pays the higher dividend yield.
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