NURE vs VTI
Nuveen Short-Term REIT ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | NURE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.03% | |
| AUM | $35M | $666.9B | |
| Dividend Yield | 4.05% | 1.07% | |
| Holdings | 30 | 3,543 | |
| YTD Return | +14.12% | +12.65% | |
| 1Y Return | +13.47% | +21.39% | |
| 3Y Return (annualized) | +7.71% | +21.54% | |
| 5Y Return (annualized) | +0.84% | +12.11% | |
| Volatility (annualized) | 18.3% | 15.3% | |
| Max Drawdown | -46.0% | -56.6% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2016 | May 24, 2001 |
NURE vs VTI Performance
Nuveen Short-Term REIT ETF (NURE) is a ETF from Nuveen and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NURE returned +13.47% while VTI returned +21.39%. Year to date, NURE is up 14.12% versus a gain of 12.65% for VTI.
Over three years, NURE compounded at +7.71% per year against +21.54% for VTI; over five years the annualized figures are +0.84% and +12.11% respectively. Across the full 10-year window we track, VTI has the edge at +8.07% annualized vs +5.97%. 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 15.3% for VTI. 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 -56.6% for VTI. 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 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NURE charges 0.36% per year while VTI 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 1.07% for VTI.
Holdings Overlap
NURE and VTI share 19 holdings out of 2796 unique holdings combined, representing a 0.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NURE or VTI?
NURE has an expense ratio of 0.36% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, NURE or VTI?
Over the past year NURE returned +13.47% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.97% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, NURE or VTI?
NURE has been the more volatile fund at 18.3% annualized versus 15.3% for VTI. Worst drawdown: NURE -46.0% vs VTI -56.6%.
Should I hold both NURE and VTI?
NURE and VTI have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NURE and VTI?
NURE and VTI share 19 common holdings with a 0.3% weight overlap. Combined, they hold 2796 unique securities.
Which pays a higher dividend, NURE or VTI?
NURE yields 4.05% while VTI yields 1.07%, so NURE currently pays the higher dividend yield.
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