NAD vs SPY

NAD vs SPY

Which is better, NAD or SPY?

Municipal Bond against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window.

Lower Fees: SPYHigher Returns: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricNADSPY
Expense Ratio3.74%0.09%Best
AUM-$804.7B
Dividend Yield7.35%0.98%
Holdings1,159505
YTD Return-3.97%+12.47%Best
1Y Return-0.01%+17.51%Best
3Y Return (annualized)+8.50%+21.18%Best
5Y Return (annualized)-1.92%+12.88%Best
Volatility (annualized)12.2%Best15.1%
Max Drawdown-51.9%Best-56.5%
$10,000 over 5 years$9,076$18,327Best
Fund FamilyNuveenState Street Investment Management
CategoryTax PreferredEquity
StyleMunicipal BondLarge Cap Blend
InceptionMay 26, 1999Jan 22, 1993

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: May 26, 1999 to Sep 11, 2026 (27.3 years).

NAD vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

NAD vs SPY Performance

Nuveen Quality Municipal Income Fund (NAD) is an ETF from Nuveen and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NAD returned -0.01% while SPY returned +17.51%. Year to date, NAD is down 3.97% versus a gain of 12.47% for SPY.

Over three years, NAD compounded at +8.50% per year against +21.18% for SPY; over five years the annualized figures are -1.92% and +12.88% respectively. Across the full 27-year window we track, SPY has the edge at +6.98% annualized vs +0.06%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.2% for NAD. 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 -51.9% for NAD and -56.5% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.19. They move largely independently of each other.

Fees and Cost Over Time

NAD charges 3.74% per year while SPY charges 0.09%. On a $10,000 position that is $374 vs $9 annually, a gap of $365 per year that compounds over a long holding period. On income, NAD currently yields 7.35% against 0.98% for SPY.

Holdings Overlap

We hold position weights for 431 holdings in NAD and 504 in SPY, totalling 75.8% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 185 days apart, NAD as of Jan 31, 2026 and SPY as of Aug 4, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 431 positions we hold weights for in NAD and 504 in SPY, against full books of 1,159 and 505.

You are not choosing between two funds in isolation.

Whichever of NAD and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NADSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NAD or SPY?

NAD has an expense ratio of 3.74% while SPY charges 0.09%. SPY is the cheaper option, by $365 a year on a $10,000 investment.

Which performed better, NAD or SPY?

Over the past year NAD returned -0.01% vs +17.51% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (27 years), NAD annualized +0.06% vs +6.98% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NAD or SPY?

SPY has been the more volatile fund at 15.1% annualized versus 12.2% for NAD. Worst drawdown: NAD -51.9% vs SPY -56.5%.

Should I hold both NAD and SPY?

NAD and SPY have a monthly-return correlation of 0.19, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, NAD or SPY?

NAD yields 7.35% while SPY yields 0.98%, so NAD currently pays the higher dividend yield.

Is SPY better than NAD?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.