NUHY vs VOO

Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricNUHYVOOWinner
Expense Ratio0.30%0.03%
AUM$110M$979.0B
Dividend Yield6.60%1.09%
Holdings376509
YTD Return+1.66%+9.95%
1Y Return+5.21%+19.58%
3Y Return (annualized)+7.94%+19.43%
5Y Return (annualized)+3.25%+12.89%
Volatility (annualized)8.4%14.2%
Max Drawdown-20.5%-34.3%
Fund FamilyNuveenVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 25, 2019Sep 7, 2010

NUHY vs VOO Performance

Nuveen ESG High Yield Corporate Bond ETF (NUHY) is a ETF from Nuveen and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NUHY returned +5.21% while VOO returned +19.58%. Year to date, NUHY is up 1.66% versus a gain of 9.95% for VOO.

Over three years, NUHY compounded at +7.94% per year against +19.43% for VOO; over five years the annualized figures are +3.25% and +12.89% respectively. Across the full 7-year window we track, VOO has the edge at +13.35% annualized vs +2.46%. 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 8.4% for NUHY. 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 -20.5% for NUHY 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 0.80. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUHY charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, NUHY currently yields 6.60% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

NUHY and VOO share 0 holdings out of 819 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NUHY or VOO?

NUHY has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.

Which performed better, NUHY or VOO?

Over the past year NUHY returned +5.21% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), NUHY annualized +2.46% vs +13.35% for VOO. Past performance does not guarantee future results.

Which is riskier, NUHY or VOO?

VOO has been the more volatile fund at 14.2% annualized versus 8.4% for NUHY. Worst drawdown: NUHY -20.5% vs VOO -34.3%.

Should I hold both NUHY and VOO?

NUHY and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUHY and VOO?

NUHY and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 819 unique securities.

Which pays a higher dividend, NUHY or VOO?

NUHY yields 6.60% while VOO yields 1.09%, so NUHY currently pays the higher dividend yield.

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