NURE vs SRV
Nuveen Short-Term REIT ETF vs NXG Cushing Midstream Energy Fund
Which is better, NURE or SRV?
SRV has been ahead.
NURE has a lower expense ratio. SRV led over 1Y, 3Y, 5Y and the full window. SRV is less concentrated, with 41.1% of the fund in its ten largest positions against 49.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | NURE | SRV |
|---|---|---|
| Expense Ratio | 0.36%Best | 4.25% |
| AUM | $30M | $298M |
| Dividend Yield | 4.42% | 18.58% |
| Holdings | 58 | 73 |
| YTD Return | +5.63% | +19.58%Best |
| 1Y Return | +6.18% | +19.03%Best |
| 3Y Return (annualized) | +5.85% | +21.88%Best |
| 5Y Return (annualized) | -1.51% | +19.44%Best |
| Volatility (annualized) | 18.3%Best | 34.5% |
| Max Drawdown | -46.0%Best | -86.8% |
| $10,000 over 5 years | $9,267 | $24,308Best |
| Top 10 Weight | 49.9% | 41.1%Best |
| Fund Family | Nuveen | Cushing Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Value | Mid Cap Value |
| Inception | Dec 19, 2016 | Aug 27, 2007 |
Volatility and max drawdown are measured over the window both funds cover: Dec 20, 2016 to Oct 14, 2026 (9.8 years).
NURE vs SRV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.8 years both funds cover.
NURE vs SRV Performance
Nuveen Short-Term REIT ETF (NURE) is an ETF from Nuveen and NXG Cushing Midstream Energy Fund (SRV) is an ETF from Cushing Investment Management. Over the past year NURE returned +6.18% while SRV returned +19.03%. Year to date, NURE is up 5.63% versus a gain of 19.58% for SRV.
Over three years, NURE compounded at +5.85% per year against +21.88% for SRV; over five years the annualized figures are -1.51% and +19.44% respectively. Across the full 10-year window we track, SRV has the edge at +5.30% annualized vs +5.05%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SRV has been the more volatile fund, with annualized monthly volatility of 34.5% compared with 18.3% for NURE. 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 -46.0% for NURE and -86.8% for SRV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.55. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NURE charges 0.36% per year while SRV charges 4.25%. On a $10,000 position that is $36 vs $425 annually, a gap of $389 per year that compounds over a long holding period. On income, NURE currently yields 4.42% against 18.58% for SRV.
Holdings Overlap
We hold position weights for 28 holdings in NURE and 58 in SRV, totalling 100.0% and 98.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 94 days apart, NURE as of Oct 2, 2026 and SRV as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 28 positions we hold weights for in NURE and 58 in SRV, against full books of 58 and 73.
What only one of them owns
Our book lists 46 positions for SRV that do not appear in our book for NURE (86.5% of the fund), and 28 for NURE that do not appear in SRV (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of NURE and SRV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NURE or SRV?
NURE has an expense ratio of 0.36% while SRV charges 4.25%. NURE is the cheaper option, by $389 a year on a $10,000 investment.
Which performed better, NURE or SRV?
Over the past year NURE returned +6.18% vs +19.03% for SRV, so SRV leads on 1-year performance. Over the longest common window we track (10 years), NURE annualized +5.05% vs +5.30% for SRV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NURE or SRV?
SRV has been the more volatile fund at 34.5% annualized versus 18.3% for NURE. Worst drawdown: NURE -46.0% vs SRV -86.8%.
Should I hold both NURE and SRV?
NURE and SRV have a monthly-return correlation of 0.55, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, NURE or SRV?
NURE yields 4.42% while SRV yields 18.58%, so SRV currently pays the higher dividend yield.
Is SRV better than NURE?
NURE has a lower expense ratio. SRV led over 1Y, 3Y, 5Y and the full window. SRV is less concentrated, with 41.1% of the fund in its ten largest positions against 49.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.