Compare · 2 funds side by side · dividends reinvested

NURE and SPY

NURENuveen×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

NURE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.4

Nuveen Short-Term REITUnsorted0.35%4.02%+18.8%+23.4%+12.8%+0.3%−11.3%15.9%$32M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: NURE 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen Short-Term REIT · $32M$10,157

NURE

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

NUREMeasureSPY

+18.8%Year to dateJan 1 → Nov 6+8.7%

+23.4%1 yearTotal return+9.7%

+12.8%3 years · per year$10,000 became $14,340 · $18,039+21.7%

+0.3%5 years · per year$10,000 became $10,157 · $17,118+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

4.02%Trailing 12-mo yield$402 · $103 a year on $10k1.03%

−11.3%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.6%

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

3–5SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NURE vs SPY: Top 5 Holdings

Today

NURE

26.7%in top 5

SPY

in top 527.8%

NUREStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

5.5%EXRnot top 5

5.5%CUBEnot top 5

5.4%PSAnot top 5

5.2%HSTnot top 5

5.0%RHPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

NURE vs SPY Returns, Every Period

NuveenNURE

+0.3%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

NURESPYFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: NURE vs SPY

YTD

NuveenNURE

+18.8%

SPYSPDR

+8.7%

+18.8%Year to date+8.7%

−11.3%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.6%

4.0%Yield1.0%

$32.4MAssets$819B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NURE, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NURE0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: NURE, SPY

4.02%highest, NURE

FundTrailing yieldYield$10k

NURE4.02%$402

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: NURE, SPY

Today

0.4%most shared, NURE and SPY

NURESPY

NURE—0.4%

SPY0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.4%NURE, at 15.9% volatility

SPYWorst drop−8.9%13.6% vol

NUREWorst drop−11.3%15.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

NURESPY

+18.8%Year to date+8.7%

4.0%Yield1.0%

+23.4%Past year+9.7%

0.35%Fee0.09%

3–1NURE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026