NURE vs. VNQ
Compare and contrast key facts about Nuveen Short-Term REIT ETF (NURE) and Vanguard Real Estate ETF (VNQ).
NURE and VNQ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VNQ is a passively managed fund by Vanguard that tracks the performance of the MSCI US REIT Index. It was launched on Sep 23, 2004. Both NURE and VNQ are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NURE or VNQ.
Performance
NURE vs. VNQ - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with NURE having a 11.54% return and VNQ slightly lower at 11.31%.
NURE
11.54%
1.95%
13.83%
25.98%
5.26%
N/A
VNQ
11.31%
-0.23%
19.22%
25.20%
4.76%
6.05%
Key characteristics
| NURE | VNQ | |
|---|---|---|
| Sharpe Ratio | 1.65 | 1.59 |
| Sortino Ratio | 2.33 | 2.22 |
| Omega Ratio | 1.28 | 1.28 |
| Calmar Ratio | 0.90 | 0.97 |
| Martin Ratio | 7.66 | 5.73 |
| Ulcer Index | 3.44% | 4.51% |
| Daily Std Dev | 16.04% | 16.22% |
| Max Drawdown | -46.05% | -73.07% |
| Current Drawdown | -10.85% | -8.18% |
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NURE vs. VNQ - Expense Ratio Comparison
NURE has a 0.35% expense ratio, which is higher than VNQ's 0.12% expense ratio.
Correlation
The correlation between NURE and VNQ is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Risk-Adjusted Performance
NURE vs. VNQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Short-Term REIT ETF (NURE) and Vanguard Real Estate ETF (VNQ). 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. VNQ - Dividend Comparison
NURE's dividend yield for the trailing twelve months is around 3.50%, less than VNQ's 3.82% 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% |
VNQ Vanguard Real Estate ETF | 3.82% | 3.95% | 3.91% | 2.56% | 3.93% | 3.39% | 4.74% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
NURE vs. VNQ - Drawdown Comparison
The maximum NURE drawdown since its inception was -46.05%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for NURE and VNQ. For additional features, visit the drawdowns tool.
Volatility
NURE vs. VNQ - Volatility Comparison
Nuveen Short-Term REIT ETF (NURE) and Vanguard Real Estate ETF (VNQ) have volatilities of 4.98% and 4.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.