Compare · 2 funds side by side · dividends reinvested

NURE and SCHD

NURENuveen×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,375SCHD · best of the two

02 / 04

NURE and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.1

Nuveen Short-Term REITUnsorted0.35%4.02%+18.8%+23.4%+12.8%+0.3%−11.3%15.9%$33M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NURE 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Short-Term REIT · $33M$10,157

NURE

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NUREMeasureSCHD

+18.8%Year to dateJan 1 → Nov 5+32.3%

+23.4%1 yearTotal return+38.7%

+12.8%3 years · per year$10,000 became $14,340 · $17,414+20.3%

+0.3%5 years · per year$10,000 became $10,157 · $16,375+10.4%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

4.02%Trailing 12-mo yield$402 · $298 a year on $10k2.98%

−11.3%Worst dropSmaller is better−6.9%

15.9%VolatilityLower is calmer11.7%

NURESCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHD wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NURE vs SCHD: Top 5 Holdings

Today

NURE

26.8%in top 5

SCHD

in top 521.7%

NUREStockSCHD

5.5%EXRnot top 5

5.5%HSTnot top 5

5.4%CUBEnot top 5

5.4%PSAnot top 5

5.1%RHPnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

NURE vs SCHD Returns, Every Period

NuveenNURE

+0.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

NURESCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: NURE vs SCHD

YTD

NuveenNURE

+18.8%

SCHDSchwab

+32.3%

+18.8%Year to date+32.3%

−11.3%Worst drop · 1Y−6.9%

15.9%Volatility · 1Y11.7%

4.0%Yield3.0%

$33.0MAssets$123B

3–1SCHD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NURE, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

NURE0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NURE, SCHD

4.02%highest, NURE

FundTrailing yieldYield$10k

NURE4.02%$402

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NURE, SCHD

Today

0.0%most shared, NURE and SCHD

NURESCHD

NURE—0.0%

SCHD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NUREWorst drop−11.3%15.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

NURESCHD

+18.8%Year to date+32.3%

4.0%Yield3.0%

+23.4%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026