NSCR vs VYM
NSCR vs VYM
Nuveen Sustainable Core ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | NSCR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.04% | |
| AUM | $6M | $79.0B | |
| Dividend Yield | 2.07% | 2.86% | |
| Holdings | 56 | 568 | |
| YTD Return | -17.77% | +15.80% | |
| 1Y Return | +10.55% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 14.6% | 14.6% | |
| Max Drawdown | -20.8% | -58.8% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 5, 2024 | Nov 10, 2006 |
NSCR vs VYM Performance
Nuveen Sustainable Core ETF (NSCR) is a ETF from Nuveen and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NSCR returned +10.55% while VYM returned +26.12%. Year to date, NSCR is down 17.77% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 14.6% for NSCR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.8% for NSCR and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NSCR charges 0.45% per year while VYM charges 0.04%. On a $10,000 position that is $45 vs $4 annually, a gap of $41 per year that compounds over a long holding period. On income, NSCR currently yields 2.07% against 2.86% for VYM.
Holdings Overlap
NSCR and VYM share 19 holdings out of 597 unique holdings combined, representing a 15.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NSCR | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.31% | 6.47% | 3.16% |
| JNJ | 2.92% | 2.62% | 0.30% |
| JPM:US | 0.92% | 3.36% | 2.44% |
| C | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| ABBV | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| AEP | Pro | Pro | Pro |
| CMI | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
See all 10 holdings NSCR shares with VYM Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, NSCR or VYM?
NSCR has an expense ratio of 0.45% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, NSCR or VYM?
Over the past year NSCR returned +10.55% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NSCR annualized +3.19% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, NSCR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 14.6% for NSCR. Worst drawdown: NSCR -20.8% vs VYM -58.8%.
Should I hold both NSCR and VYM?
NSCR and VYM have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NSCR and VYM?
NSCR and VYM share 19 common holdings with a 15.4% weight overlap. Combined, they hold 597 unique securities.
Which pays a higher dividend, NSCR or VYM?
NSCR yields 2.07% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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