NURE vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricNUREVOOWinner
Expense Ratio0.36%0.03%
AUM$36M$979.0B
Dividend Yield4.02%1.09%
Holdings32509
YTD Return+12.18%+13.72%
1Y Return+13.90%+21.63%
3Y Return (annualized)+6.20%+21.55%
5Y Return (annualized)+0.52%+13.26%
Volatility (annualized)18.3%14.1%
Max Drawdown-46.0%-34.3%
Fund FamilyNuveenVanguard (US)
CategoryEquityEquity
InceptionDec 19, 2016Sep 7, 2010

NURE vs VOO Performance

Nuveen Short-Term REIT ETF (NURE) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NURE returned +13.90% while VOO returned +21.63%. Year to date, NURE is up 12.18% versus a gain of 13.72% for VOO.

Over three years, NURE compounded at +6.20% per year against +21.55% for VOO; over five years the annualized figures are +0.52% and +13.26% respectively. Across the full 10-year window we track, VOO has the edge at +13.56% annualized vs +5.80%. 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 14.1% 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 worth weighing if you expect to sell during market stress rather than ride it out.

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 4.02% against 1.09% for VOO.

Holdings Overlap

0.4%overlap

NURE and VOO share 10 holdings out of 523 unique holdings combined, representing a 0.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUREWeight in VOODifference
PSA5.33%0.08%5.25%
HST5.23%0.02%5.21%
ESS5.13%0.03%5.10%
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INVHProProPro
EQRProProPro
EXRProProPro
UDRProProPro
CPTProProPro
MAAProProPro
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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. On a $10,000 investment, that is $33 per year of difference.

Which performed better, NURE or VOO?

Over the past year NURE returned +13.90% vs +21.63% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.80% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, NURE or VOO?

NURE has been the more volatile fund at 18.3% annualized versus 14.1% 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 combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NURE and VOO?

NURE and VOO share 10 common holdings with a 0.4% weight overlap. Combined, they hold 523 unique securities.

Which pays a higher dividend, NURE or VOO?

NURE yields 4.02% while VOO yields 1.09%, so NURE currently pays the higher dividend yield.

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