NUBD vs VOO
Nuveen ESG US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Which is better, NUBD or VOO?
VOO has been ahead.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window.
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
| Metric | NUBD | VOO |
|---|---|---|
| Expense Ratio | 0.12% | 0.03%Best |
| AUM | $488M | $997.4B |
| Dividend Yield | 4.09% | 1.04% |
| Holdings | 2,407 | 509 |
| YTD Return | -1.38% | +12.50%Best |
| 1Y Return | -0.90% | +17.58%Best |
| 3Y Return (annualized) | +3.70% | +21.27%Best |
| 5Y Return (annualized) | -0.72% | +12.95%Best |
| Volatility (annualized) | 5.3%Best | 16.2% |
| Max Drawdown | -20.3%Best | -34.3% |
| $10,000 over 5 years | $9,645 | $18,384Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Sep 29, 2017 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Oct 2, 2017 to Sep 11, 2026 (8.9 years).
NUBD vs VOO 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.
NUBD vs VOO Performance
Nuveen ESG US Aggregate Bond ETF (NUBD) is an ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year NUBD returned -0.90% while VOO returned +17.58%. Year to date, NUBD is down 1.38% versus a gain of 12.50% for VOO.
Over three years, NUBD compounded at +3.70% per year against +21.27% for VOO; over five years the annualized figures are -0.72% and +12.95% respectively. Across the full 9-year window we track, VOO has the edge at +14.20% annualized vs +0.23%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 5.3% for NUBD. 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 -20.3% for NUBD and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.40. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NUBD charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, NUBD currently yields 4.09% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 6 holdings in NUBD and 505 in VOO, totalling 0.0% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 6 positions we hold weights for in NUBD and 505 in VOO, against full books of 2,407 and 509.
You are not choosing between two funds in isolation.
Whichever of NUBD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NUBD or VOO?
NUBD has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, NUBD or VOO?
Over the past year NUBD returned -0.90% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), NUBD annualized +0.23% vs +14.20% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUBD or VOO?
VOO has been the more volatile fund at 16.2% annualized versus 5.3% for NUBD. Worst drawdown: NUBD -20.3% vs VOO -34.3%.
Should I hold both NUBD and VOO?
NUBD and VOO have a monthly-return correlation of 0.40, 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, NUBD or VOO?
NUBD yields 4.09% while VOO yields 1.04%, so NUBD currently pays the higher dividend yield.
Is VOO better than NUBD?
VOO has a lower expense ratio. VOO 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.