NURE vs QQQ
Nuveen Short-Term REIT ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | NURE | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.18% | |
| AUM | $35M | $496.3B | |
| Dividend Yield | 4.05% | 0.44% | |
| Holdings | 30 | 108 | |
| YTD Return | +14.18% | +16.64% | |
| 1Y Return | +13.89% | +27.27% | |
| 3Y Return (annualized) | +7.70% | +25.96% | |
| 5Y Return (annualized) | +0.93% | +14.54% | |
| Volatility (annualized) | 18.3% | 30.6% | |
| Max Drawdown | -46.0% | -83.0% | |
| Fund Family | Nuveen | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2016 | Mar 10, 1999 |
NURE vs QQQ Performance
Nuveen Short-Term REIT ETF (NURE) is a ETF from Nuveen and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NURE returned +13.89% while QQQ returned +27.27%. Year to date, NURE is up 14.18% versus a gain of 16.64% for QQQ.
Over three years, NURE compounded at +7.70% per year against +25.96% for QQQ; over five years the annualized figures are +0.93% and +14.54% respectively. Across the full 10-year window we track, QQQ has the edge at +13.03% annualized vs +5.97%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 18.3% for NURE. 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 -46.0% for NURE and -83.0% for QQQ. 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 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NURE charges 0.36% per year while QQQ charges 0.18%. On a $10,000 position that is $36 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, NURE currently yields 4.05% against 0.44% for QQQ.
Holdings Overlap
NURE and QQQ share 0 holdings out of 130 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NURE or QQQ?
NURE has an expense ratio of 0.36% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $18 per year of difference.
Which performed better, NURE or QQQ?
Over the past year NURE returned +13.89% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.97% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, NURE or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 18.3% for NURE. Worst drawdown: NURE -46.0% vs QQQ -83.0%.
Should I hold both NURE and QQQ?
NURE and QQQ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NURE and QQQ?
NURE and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 130 unique securities.
Which pays a higher dividend, NURE or QQQ?
NURE yields 4.05% while QQQ yields 0.44%, so NURE currently pays the higher dividend yield.
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