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NURE vs SPY

Comparison between NUVEEN SHORT-TERM REIT ETF (NURE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NURE, delivering a return of +13.3% compared to +2.2%

NURE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NURE
$33M
Winner
SPY
$735B
Expense Ratio
NURE
0.36%
Winner
SPY
0.09%
Max Drawdown
Winner
NURE
46.05%
SPY
56.47%
Sharpe Ratio
NURE
0.51
Winner
SPY
1.62
5Y Beta
Winner
NURE
0.58
SPY
1.00
P/E Ratio
NURE
39.07
Winner
SPY
28.99
Forward P/E
NURE
36.66
Winner
SPY
22.37
5Y Dividends CAGR
Winner
NURE
10.28%
SPY
5.43%
5Y EPS CAGR
NURE
11.64%
Winner
SPY
26.05%
Debt to Equity
NURE
63.57%
Winner
SPY
32.40%
P/S Ratio
Winner
NURE
3.45
SPY
3.74
P/B Ratio
Winner
NURE
2.08
SPY
5.61

NURE vs SPY - Holdings Comparison

NURE and SPY have 11 common holdings. Overlap is 0.34%

NURE's top 25 holdings weight is 94.48%. SPY's top 25 holdings weight is 52.37%.

RankNURESPY
#1
HOST HOTELS & RESORTS INC (HST) - 5.51%
NVIDIA CORP (NVDA) - 8.10%
#2
RYMAN HOSPITALITY PROPERTIES INC (RHP) - 5.51%
APPLE INC (AAPL) - 7.02%
#3
INVITATION HOMES INC (INVH) - 5.34%
MICROSOFT CORP (MSFT) - 4.79%
#4
AMERICAN HOMES 4 RENT CLASS A (AMH) - 5.08%
AMAZON.COM INC (AMZN) - 4.02%
#5
ESSEX PROPERTY TRUST INC (ESS) - 5.07%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
EQUITY RESIDENTIAL (EQR) - 5.03%
BROADCOM INC (AVGO) - 3.10%
#7
AVALONBAY COMMUNITIES INC (AVB) - 4.93%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
CAMDEN PROPERTY TRUST (CPT) - 4.84%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
UDR INC (UDR) - 4.83%
TESLA INC (TSLA) - 1.89%
#10
CUBESMART (CUBE) - 4.72%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 4.67%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
EXTRA SPACE STORAGE INC (EXR) - 4.66%
ELI LILLY AND CO (LLY) - 1.31%
#13
PUBLIC STORAGE (PSA) - 4.65%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
EQUITY LIFESTYLE PROPERTIES INC (ELS) - 4.27%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
SUN COMMUNITIES INC (SUI) - 4.19%
EXXON MOBIL CORP (XOM) - 0.97%
#16
INDEPENDENCE REALTY TRUST INC (IRT) - 3.54%
INTEL CORP (INTC) - 0.90%
#17
APPLE HOSPITALITY REIT INC (APLE) - 2.93%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
NATIONAL STORAGE AFFILIATES TRUST (NSA) - 2.72%
VISA INC CLASS A (V) - 0.85%
#19
PARK HOTELS & RESORTS INC (PK) - 2.16%
WALMART INC (WMT) - 0.81%
#20
DIAMONDROCK HOSPITALITY CO (DRH) - 2.03%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
SUNSTONE HOTEL INVESTORS INC (SHO) - 1.85%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
SMARTSTOP SELF STORAGE REIT INC ORDINARY SHARES (SMA) - 1.54%
CATERPILLAR INC (CAT) - 0.66%
#23
PEBBLEBROOK HOTEL TRUST (PEB) - 1.54%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
XENIA HOTELS & RESORTS INC (XHR) - 1.48%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
VERIS RESIDENTIAL INC (n/a) - 1.39%
ABBVIE INC (ABBV) - 0.58%
Total Holdings31505

NURE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NURE
+5.99%
SPY
+1.90%
3M
Winner
NURE
+8.98%
SPY
+8.55%
6M
Winner
NURE
+17.40%
SPY
+8.18%
1Y
NURE
+11.72%
Winner
SPY
+25.79%
5Y(CAGR)
NURE
+2.17%
Winner
SPY
+13.32%
10Y(CAGR)
NURE
+6.12%
Winner
SPY
+15.19%
Max(CAGR)
NURE
+6.12%
Winner
SPY
+8.47%

NURE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNURESPY
2026+14.31%+8.26%
2025-6.36%+18.00%
2024+5.46%+25.59%
2023+14.50%+26.72%
2022-27.68%-18.64%
2021+59.01%+30.52%
2020-6.04%+17.28%
2019+28.29%+31.09%
2018-0.01%-5.24%
2017+8.39%+20.78%
2016-0.40%+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NURE vs SPY Drawdown Comparison

The maximum drawdown for NURE was -46.05%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NURE drawdown is -9.80%. The current SPY drawdown is -2.90%.

RankNURESPY
#1-46.05%
Feb 14, 2020 - Mar 15, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.99%
Apr 20, 2022 - Oct 27, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.01%
Aug 29, 2018 - Jan 30, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.36%
Dec 31, 2021 - Apr 20, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-11.26%
Dec 15, 2017 - May 10, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.46%
Nov 24, 2021 - Dec 8, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.31%
Sep 2, 2021 - Oct 28, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.15%
Oct 21, 2019 - Feb 11, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.45%
Jul 10, 2019 - Aug 19, 2019		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.24%
Apr 30, 2021 - May 26, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.13%
Jun 20, 2019 - Jul 3, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.12%
Sep 27, 2017 - Dec 15, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.03%
Apr 19, 2017 - Jun 5, 2017		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.85%
Mar 15, 2021 - Apr 15, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.80%
Apr 12, 2019 - May 2, 2019		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NURE and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

NURE vs SPY dividend yield comparison.

YearNURESPY
20261.20%0.24%
20254.56%1.07%
20243.51%1.21%
20233.73%1.40%
20222.80%1.65%
20211.34%1.20%
20203.41%1.52%
20193.28%1.75%
20184.11%2.04%
20173.86%1.80%
20160.48%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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