Two of the market's most popular income ETFs compared side-by-side. See which one fits your yield strategy.
What this means: Both HBAN and NERD fall intoTier 3: Specialty. This suggests they share a similar risk profile and volatility expectation.
| Metric | HBAN | NERD |
|---|---|---|
| Total Return (1Y) | 17.51% | 9.80% |
| NAV Change (1Y) | 13.96% | 9.14% |
| Max Drawdown | -33.46% | -33.53% |
| Beta | - | - |
* Returns include dividend reinvestment. Drawdown calculates peak-to-trough decline over trailing 12 months.
HBAN (Huntington Bancshares Incorporated) is a sector-specific income fund managed by institutional managers. It focuses on generating income through strategic holdings. With significant capital, this fund has been operational since its inception.
Strategy: Concentrates on sector-specific opportunities, typically REITs, MLPs, or BDCs with higher baseline yields.
NERD (Roundhill Video Games ETF) is a sector-specific income fund managed by Roundhill. It focuses on generating income through strategic holdings. With $19.4M in assets under management, this fund has been operational since its inception.
Strategy: Concentrates on sector-specific opportunities, typically REITs, MLPs, or BDCs with higher baseline yields.
In the head-to-head battle of HBAN vs NERD, the choice depends on your specific goal. HBAN wins for Immediate Income with a 3.55% yield. However, HBAN is the better choice for Long-Term Growth due to superior total return performance.
Which fund is safer for retirement income? We analyze the yield sustainability and structural risk.
The Bottom Line Question: If you invest $100,000 today, how much cash will you actually receive each month? Here's the exact math:
HBAN
Annual Yield: 3.55%
$296/mo
($3,547/year)
Frequency: quarterly
NERD
Annual Yield: 0.66%
$55/mo
($657/year)
Frequency: annual
Income Gap: HBAN generates $2,890/year more than NERD on the same $100k investment.
Over 20 years, that's $57,801 in additional cash flow (before reinvestment).
Context Matters: Higher income doesn't always mean better investment. Review the "Yield Trap" and "Total Return" sections above—you want income that's sustainable, not just headline-grabbing.
Historical data reveals how these funds behave during market stress. HBAN has delivered a superior Total Return of 17.51% over the past year.
Every investor has a unique risk profile. Use our Portfolio Intelligence tool to see the impact of adding these ETFs to your holdings.