NUBD vs VOO
NUBD vs VOO
Nuveen ESG US Aggregate Bond ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. NUBD offers more diversification with 2182 holdings.
Side-by-Side Comparison
| Metric | NUBD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.12% | 0.03% | |
| AUM | $464M | $979.0B | |
| Dividend Yield | 3.96% | 1.09% | |
| Holdings | 2,388 | 509 | |
| YTD Return | -0.72% | +9.95% | |
| 1Y Return | +2.45% | +19.58% | |
| 3Y Return (annualized) | +3.63% | +19.43% | |
| 5Y Return (annualized) | -0.66% | +12.89% | |
| Volatility (annualized) | 5.3% | 14.2% | |
| Max Drawdown | -20.3% | -34.3% | |
| Fund Family | Nuveen | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Sep 29, 2017 | Sep 7, 2010 |
NUBD vs VOO Performance
Nuveen ESG US Aggregate Bond ETF (NUBD) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NUBD returned +2.45% while VOO returned +19.58%. Year to date, NUBD is down 0.72% versus a gain of 9.95% for VOO.
Over three years, NUBD compounded at +3.63% per year against +19.43% for VOO; over five years the annualized figures are -0.66% and +12.89% respectively. Across the full 9-year window we track, VOO has the edge at +13.35% annualized vs +0.31%. 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 5.3% for NUBD. 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 -20.3% for NUBD 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NUBD charges 0.12% per year while VOO charges 0.03%. On a $10,000 position that is $12 vs $3 annually, a gap of $9 per year that compounds over a long holding period. On income, NUBD currently yields 3.96% against 1.09% for VOO.
Holdings Overlap
NUBD and VOO share 3 holdings out of 2684 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NUBD | Weight in VOO | Difference |
|---|---|---|---|
| LRCX | 0.01% | 0.84% | 0.83% |
| AON | 0.03% | 0.11% | 0.08% |
| MMC 4.75 03/15/39 | 0.00% | 0.12% | 0.12% |
Frequently Asked Questions
Which is cheaper, NUBD or VOO?
NUBD has an expense ratio of 0.12% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $9 per year of difference.
Which performed better, NUBD or VOO?
Over the past year NUBD returned +2.45% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (9 years), NUBD annualized +0.31% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, NUBD or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 5.3% for NUBD. Worst drawdown: NUBD -20.3% vs VOO -34.3%.
Should I hold both NUBD and VOO?
NUBD and VOO have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NUBD and VOO?
NUBD and VOO share 3 common holdings with a 0.0% weight overlap. Combined, they hold 2684 unique securities.
Which pays a higher dividend, NUBD or VOO?
NUBD yields 3.96% while VOO yields 1.09%, so NUBD currently pays the higher dividend yield.
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