NURE vs VOO

ANURE

BVOO

Measures won1–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · NURE $10,157

Lowest cost0.03%VOO · $3 on $10k

Most income4.02%NURE · $402 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common0.3%NURE and VOO

NURE

VOO

Nuveen Short-Term REIT · $33MVanguard S&P 500 ETF · $1.00T

+12.8%3 years · per year$14,340 · $18,224+22.1%

+0.3%5 years · per year$10,157 · $17,156+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

4.02%12-mo yield$402 · $110 on $10k1.10%

−11.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.5%

1–5VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsNURE · VOO

5.4%PSA0.1%

4.5%VMRK0.1%

5.5%EXR0.0%

4.6%ESS0.0%

Held in common0.3%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$33M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	ANURE	Nuveen Short-Term REITRead Desk		0.35%	4.02%	−1.7%	+18.8%	+23.4%	+12.8%	+0.3%	−11.3%	$33M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

NURE vs VOO

NURE

Nuveen Short-Term REIT

$10,157

VOO

Vanguard S&P 500

$17,156

MeasureNUREVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield4.02%1.10%

5 years, per year+0.3%+11.4%

3 years, per year+12.8%+22.1%

Worst drop · 1Y−11.3%−8.9%

Volatility · 1Y15.9%13.5%

5–1measures won
VOO first

0.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

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

Overlap: NURE, VOO

Today

0.3%most shared, NURE and VOO

NUREVOO

NURE—0.3%

VOO0.3%—

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

Income After Fees on $10,000

$367most kept, NURE

NURE$402 − $35 = $367

VOO$110 − $3 = $107

KeptFee

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