NUHY vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricNUHYVTIWinner
Expense Ratio0.30%0.03%
AUM$110M$663.5B
Dividend Yield6.60%1.07%
Holdings3763,543
YTD Return+1.30%+11.83%
1Y Return+4.42%+21.79%
3Y Return (annualized)+7.87%+20.40%
5Y Return (annualized)+3.16%+11.96%
Volatility (annualized)8.4%15.3%
Max Drawdown-20.5%-56.6%
Fund FamilyNuveenVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 25, 2019May 24, 2001

NUHY vs VTI Performance

Nuveen ESG High Yield Corporate Bond ETF (NUHY) is a ETF from Nuveen and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NUHY returned +4.42% while VTI returned +21.79%. Year to date, NUHY is up 1.30% versus a gain of 11.83% for VTI.

Over three years, NUHY compounded at +7.87% per year against +20.40% for VTI; over five years the annualized figures are +3.16% and +11.96% respectively. Across the full 7-year window we track, VTI has the edge at +8.06% annualized vs +2.40%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NUHY charges 0.30% per year while VTI 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 1.07% for VTI.

Holdings Overlap

0.0%overlap

NUHY and VTI share 0 holdings out of 3097 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 VTI?

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

Which performed better, NUHY or VTI?

Over the past year NUHY returned +4.42% vs +21.79% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (7 years), NUHY annualized +2.40% vs +8.06% for VTI. Past performance does not guarantee future results.

Which is riskier, NUHY or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 8.4% for NUHY. Worst drawdown: NUHY -20.5% vs VTI -56.6%.

Should I hold both NUHY and VTI?

NUHY and VTI have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUHY and VTI?

NUHY and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3097 unique securities.

Which pays a higher dividend, NUHY or VTI?

NUHY yields 6.60% while VTI yields 1.07%, so NUHY currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →