NURE vs SCHD
Nuveen Short-Term REIT ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NURE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.06% | |
| AUM | $36M | $103.7B | |
| Dividend Yield | 4.02% | 3.31% | |
| Holdings | 32 | 104 | |
| YTD Return | +13.76% | +26.21% | |
| 1Y Return | +13.21% | +29.99% | |
| 3Y Return (annualized) | +6.69% | +15.73% | |
| 5Y Return (annualized) | +0.75% | +9.67% | |
| Volatility (annualized) | 18.3% | 13.6% | |
| Max Drawdown | -46.0% | -33.4% | |
| Fund Family | Nuveen | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2016 | Oct 20, 2011 |
NURE vs SCHD Performance
Nuveen Short-Term REIT ETF (NURE) is a ETF from Nuveen and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NURE returned +13.21% while SCHD returned +29.99%. Year to date, NURE is up 13.76% versus a gain of 26.21% for SCHD.
Over three years, NURE compounded at +6.69% per year against +15.73% for SCHD; over five years the annualized figures are +0.75% and +9.67% respectively. Across the full 10-year window we track, SCHD has the edge at +11.50% 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 13.6% for SCHD. 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 -33.4% for SCHD. 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 0.73. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NURE charges 0.36% per year while SCHD charges 0.06%. On a $10,000 position that is $36 vs $6 annually, a gap of $30 per year that compounds over a long holding period. On income, NURE currently yields 4.02% against 3.31% for SCHD.
Holdings Overlap
NURE and SCHD share 0 holdings out of 128 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 SCHD?
NURE has an expense ratio of 0.36% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, NURE or SCHD?
Over the past year NURE returned +13.21% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.95% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, NURE or SCHD?
NURE has been the more volatile fund at 18.3% annualized versus 13.6% for SCHD. Worst drawdown: NURE -46.0% vs SCHD -33.4%.
Should I hold both NURE and SCHD?
NURE and SCHD have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NURE and SCHD?
NURE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 128 unique securities.
Which pays a higher dividend, NURE or SCHD?
NURE yields 4.02% while SCHD yields 3.31%, so NURE currently pays the higher dividend yield.
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