NUDG vs. NURE
NUDG (Nuveen Dividend Growth Fund ETF Class) and NURE (Nuveen Short-Term REIT ETF) are both exchange-traded funds - NUDG is a Dividend fund actively managed by Nuveen, while NURE is a REIT fund tracking the Dow Jones U.S. Select Short-Term REIT Index. NUDG is actively managed, while NURE is passively managed. At a correlation of -0.00, they often move in opposite directions. NUDG charges 0.61%/yr vs 0.35%/yr for NURE.
Performance
NUDG vs. NURE - Performance Comparison
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Returns By Period
NUDG
- 1D
- -0.18%
- 1M
- 2.07%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NURE
- 1D
- 0.42%
- 1M
- 4.00%
- 6M
- 17.43%
- YTD
- 19.00%
- 1Y
- 14.74%
- 3Y*
- 6.63%
- 5Y*
- 2.35%
- 10Y*
- —
NUDG vs. NURE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
NUDG Nuveen Dividend Growth Fund ETF Class | 0.41% |
NURE Nuveen Short-Term REIT ETF | 7.80% |
Correlation
The correlation between NUDG and NURE is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026 | -0.00 |
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Return for Risk
NUDG vs. NURE — Risk / Return Rank
NUDG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
NURE
NUDG vs. NURE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund ETF Class (NUDG) and Nuveen Short-Term REIT ETF (NURE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NUDG | NURE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.16 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.62 | — |
| Martin ratioReturn relative to average drawdown | — | 3.37 | — |
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Drawdowns
NUDG vs. NURE - Drawdown Comparison
The maximum NUDG drawdown since its inception was -2.59%, smaller than the maximum NURE drawdown of -46.05%. Use the drawdown chart below to compare losses from any high point for NUDG and NURE.
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Drawdown Indicators
| NUDG | NURE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.59% | -46.05% | +43.46% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.13% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.03% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.98% | — |
Current DrawdownCurrent decline from peak | -0.18% | -6.18% | +6.00% |
Average DrawdownAverage peak-to-trough decline | -1.32% | -12.26% | +10.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.38% | — |
Volatility
NUDG vs. NURE - Volatility Comparison
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Volatility by Period
| NUDG | NURE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.25% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.78% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.79% | 16.02% | -5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.79% | 19.69% | -8.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.79% | 21.76% | -10.97% |
NUDG vs. NURE - Expense Ratio Comparison
NUDG has a 0.61% expense ratio, which is higher than NURE's 0.35% expense ratio.
Dividends
NUDG vs. NURE - Dividend Comparison
NUDG's dividend yield for the trailing twelve months is around 0.26%, less than NURE's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NUDG Nuveen Dividend Growth Fund ETF Class | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NURE Nuveen Short-Term REIT ETF | 4.01% | 4.56% | 3.51% | 3.73% | 2.80% | 1.34% | 3.41% | 3.28% | 4.11% | 3.86% | 0.48% |
Frequently Asked Questions
NUDG and NURE have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, NURE is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.
NURE is cheaper with a 0.35% expense ratio, compared with 0.61% for NUDG.
NURE has the higher dividend yield at 4.01%, compared with 0.26% for NUDG.
NUDG is categorized as Dividend, while NURE is REIT. Their fees differ too: 0.61% for NUDG and 0.35% for NURE.
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