VIG vs NUSB

AVIG

BNUSB

Measures won1–3NUSB wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · BND $9,898

Lowest cost0.03%BND · $3 on $10k

Most income4.15%NUSB · $415 on $10k

Smallest drop−0.1%NUSB · worst fall in 1Y

Held in common[…]VIG and NUSB

Vanguard Dividend Appreciation ETF · $109BNuveen Ultra Short Income · $155M

+18.6%3 years · per year$16,696 · […][…]

+10.6%5 years · per year$16,583 · […][…]

0.04%Expense ratio$4 · $17 on $10k · lower wins0.17%

1.46%12-mo yield$146 · $415 on $10k4.15%

Cards for this view

VIG

Vanguard Dividend Appreciation

$16,583

NUSB

Nuveen Ultra Short Income

[…]

MeasureVIGNUSB

Fee0.04%0.17%

Cost on $10k a year$4$17

Yield1.46%4.15%

5 years, per year+10.6%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%−0.1%

Volatility · 1Y11.0%0.4%

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BNUSB	Nuveen Ultra Short IncomeRead Desk	0.17%	4.15%	0.0%	+3.2%	+3.8%	new	new	−0.1%	$155M

#
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BNUSB	Nuveen Ultra Short IncomeRead Desk	0.17%	4.15%	0.0%	+3.2%	+3.8%	new	new	−0.1%	$155M

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