NURE vs. FXAIX
Compare and contrast key facts about Nuveen Short-Term REIT ETF (NURE) and Fidelity 500 Index Fund (FXAIX).
NURE is a passively managed fund by Nuveen that tracks the performance of the Dow Jones U.S. Select Short-Term REIT Index. It was launched on Dec 19, 2016. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NURE or FXAIX.
Performance
NURE vs. FXAIX - Performance Comparison
Returns By Period
In the year-to-date period, NURE achieves a 11.54% return, which is significantly lower than FXAIX's 26.26% return.
NURE
11.54%
1.95%
13.83%
25.98%
5.26%
N/A
FXAIX
26.26%
1.79%
13.68%
32.38%
15.71%
13.07%
Key characteristics
| NURE | FXAIX | |
|---|---|---|
| Sharpe Ratio | 1.65 | 2.69 |
| Sortino Ratio | 2.33 | 3.59 |
| Omega Ratio | 1.28 | 1.50 |
| Calmar Ratio | 0.90 | 3.90 |
| Martin Ratio | 7.66 | 17.53 |
| Ulcer Index | 3.44% | 1.88% |
| Daily Std Dev | 16.04% | 12.24% |
| Max Drawdown | -46.05% | -33.79% |
| Current Drawdown | -10.85% | -0.81% |
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NURE vs. FXAIX - Expense Ratio Comparison
NURE has a 0.35% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Correlation
The correlation between NURE and FXAIX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
NURE vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Short-Term REIT ETF (NURE) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
NURE vs. FXAIX - Dividend Comparison
NURE's dividend yield for the trailing twelve months is around 3.50%, more than FXAIX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NURE Nuveen Short-Term REIT ETF | 3.50% | 3.74% | 2.81% | 1.34% | 2.88% | 3.28% | 4.11% | 3.82% | 0.48% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
NURE vs. FXAIX - Drawdown Comparison
The maximum NURE drawdown since its inception was -46.05%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NURE and FXAIX. For additional features, visit the drawdowns tool.
Volatility
NURE vs. FXAIX - Volatility Comparison
Nuveen Short-Term REIT ETF (NURE) has a higher volatility of 4.98% compared to Fidelity 500 Index Fund (FXAIX) at 3.95%. This indicates that NURE's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.