NUAG vs VOO
NUAG vs VOO
Nuveen Enhanced Yield US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. NUAG offers more diversification with 786 holdings.
Side-by-Side Comparison
| Metric | NUAG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.16% | 0.03% | |
| AUM | $95M | $979.0B | |
| Dividend Yield | 4.47% | 1.09% | |
| Holdings | 862 | 509 | |
| YTD Return | -0.36% | +9.95% | |
| 1Y Return | +2.96% | +19.58% | |
| 3Y Return (annualized) | +4.50% | +19.43% | |
| 5Y Return (annualized) | -0.21% | +12.89% | |
| Volatility (annualized) | 5.5% | 14.2% | |
| Max Drawdown | -20.8% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 14, 2016 | Sep 7, 2010 |
NUAG vs VOO Performance
Nuveen Enhanced Yield US Aggregate Bond ETF (NUAG) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NUAG returned +2.96% while VOO returned +19.58%. Year to date, NUAG is down 0.36% versus a gain of 9.95% for VOO.
Over three years, NUAG compounded at +4.50% per year against +19.43% for VOO; over five years the annualized figures are -0.21% and +12.89% respectively. Across the full 10-year window we track, VOO has the edge at +13.35% annualized vs +0.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 5.5% for NUAG. 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 NUAG and -34.3% for VOO. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NUAG charges 0.16% per year while VOO charges 0.03%. On a $10,000 position that is $16 vs $3 annually, a gap of $13 per year that compounds over a long holding period. On income, NUAG currently yields 4.47% against 1.09% for VOO.
Holdings Overlap
NUAG and VOO share 1 holdings out of 1290 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NUAG | Weight in VOO | Difference |
|---|---|---|---|
| AON | 0.09% | 0.11% | 0.02% |
Frequently Asked Questions
Which is cheaper, NUAG or VOO?
NUAG has an expense ratio of 0.16% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $13 per year of difference.
Which performed better, NUAG or VOO?
Over the past year NUAG returned +2.96% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), NUAG annualized +0.08% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, NUAG or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.5% for NUAG. Worst drawdown: NUAG -20.8% vs VOO -34.3%.
Should I hold both NUAG and VOO?
NUAG and VOO have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NUAG and VOO?
NUAG and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 1290 unique securities.
Which pays a higher dividend, NUAG or VOO?
NUAG yields 4.47% while VOO yields 1.09%, so NUAG currently pays the higher dividend yield.
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