NUMI vs VOO

ANUMI

BVOO

Measures won3–1NUMI wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · VTI $16,543

Lowest cost0.03%VOO · $3 on $10k

Most income3.49%NUMI · $349 on $10k

Smallest drop−7.3%NUMI · worst fall in 1Y

Held in common0.0%NUMI and VOO

Nuveen Municipal Income · $95MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,015+21.7%

[…]5 years · per year[…] · $17,393+11.7%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

3.49%12-mo yield$349 · $107 on $10k1.07%

Cards for this view

NUMI

Nuveen Municipal Income

[…]

VOO

Vanguard S&P 500

$17,393

MeasureNUMIVOO

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield3.49%1.07%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−7.3%−8.9%

Volatility · 1Y4.4%13.7%

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.49%	−0.9%	−0.2%	0.0%	new	new	−7.3%	$95M

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ANUMI	Nuveen Municipal IncomeRead Desk	0.30%	3.49%	−0.9%	−0.2%	0.0%	new	new	−7.3%	$95M

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