NURE vs VOO
Nuveen Short-Term REIT ETF vs Vanguard S&P 500 ETF
Which is better, NURE or VOO?
Mid Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.2%.
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 | NURE | VOO |
|---|---|---|
| Expense Ratio | 0.36% | 0.03%Best |
| AUM | $34M | $997.4B |
| Dividend Yield | 4.05% | 1.04% |
| Holdings | 30 | 509 |
| YTD Return | +6.45% | +14.14%Best |
| 1Y Return | +5.20% | +17.31%Best |
| 3Y Return (annualized) | +6.21% | +23.04%Best |
| 5Y Return (annualized) | -0.89% | +13.63%Best |
| Volatility (annualized) | 18.3% | 15.6%Best |
| Max Drawdown | -46.0% | -34.3%Best |
| $10,000 over 5 years | $9,563 | $18,944Best |
| Top 10 Weight | 57.2% | 37.6%Best |
| Fund Family | Nuveen | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | Dec 19, 2016 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Dec 20, 2016 to Sep 22, 2026 (9.8 years).
NURE 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 covers the 9.8 years both funds cover.
NURE vs VOO Performance
Nuveen Short-Term REIT ETF (NURE) is an ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year NURE returned +5.20% while VOO returned +17.31%. Year to date, NURE is up 6.45% versus a gain of 14.14% for VOO.
Over three years, NURE compounded at +6.21% per year against +23.04% for VOO; over five years the annualized figures are -0.89% and +13.63% respectively. Across the full 10-year window we track, VOO has the edge at +14.30% annualized vs +5.16%.
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 15.6% 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 -46.0% for NURE 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 0.75. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NURE charges 0.36% per year while VOO charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, NURE currently yields 4.05% against 1.04% for VOO.
Holdings Overlap
50.3% of NURE's money is in holdings VOO also owns. 0.3% of VOO's money is in holdings NURE also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 28 positions we hold weights for in NURE and 494 in VOO, against full books of 30 and 509.
What only one of them owns
Measured across the 28 and 494 positions we hold weights for.
VOO holds 478 positions NURE does not, 98.8% of the fund.
Largest: NVDA 7.55%, AAPL 7.05%, MSFT 5.36%, AMZN 4.13%, GOOGL 3.24%
Top Shared Holdings
| Stock | Weight in NURE | Weight in VOO | Difference |
|---|---|---|---|
| EQRVivmark Residential | 10.79% | 0.04% | 10.75% |
| PSAPublic Storage | 5.17% | 0.08% | 5.09% |
| ESSEssex Property | 5.10% | 0.03% | 5.07% |
| INVHInvitation Homes Inc. Reit | 5.08% | 0.03% | 5.05% |
| EXRExtra Space Storage Inc. | 4.89% | 0.05% | 4.84% |
| UDRUdr Inc. | 4.87% | 0.02% | 4.85% |
| HSTHost Hotels & Resorts Inc | 4.83% | 0.02% | 4.81% |
| MAAMid-america Apartment | 4.81% | 0.02% | 4.79% |
| CPTCamden Property Trust Common Stock | 4.79% | 0.02% | 4.77% |
50.3% of NURE is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, NURE or VOO?
NURE has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option, by $33 a year on a $10,000 investment.
Which performed better, NURE or VOO?
Over the past year NURE returned +5.20% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.16% vs +14.30% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NURE or VOO?
NURE has been the more volatile fund at 18.3% annualized versus 15.6% for VOO. Worst drawdown: NURE -46.0% vs VOO -34.3%.
Should I hold both NURE and VOO?
NURE and VOO have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between NURE and VOO?
50.3% of NURE's money is in holdings VOO also owns. 0.3% of VOO's is in holdings NURE also owns. They hold 9 positions in common, counted across the 28 positions we hold weights for in NURE and 494 in VOO.
Which pays a higher dividend, NURE or VOO?
NURE yields 4.05% while VOO yields 1.04%, so NURE currently pays the higher dividend yield.
Is VOO better than NURE?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 57.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.