NLR vs YUMY

NLR vs YUMY

Which is better, NLR or YUMY?

Each has led over a different period.

NLR led over the full window, YUMY over 1Y.

Higher Returns: split

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

MetricNLRYUMY
Expense Ratio0.52%-
AUM$3.4B$3M
Dividend Yield3.06%2.47%
Holdings5240
Volatility (annualized)18.8%Best20.0%
Max Drawdown-21.4%Best-41.1%
$10,000 over 2.9 years$18,056Best$7,070
Fund FamilyVanEckVanEck
CategoryEquityEquity
StyleMid Cap GrowthMid Cap Growth
InceptionAug 13, 2007Nov 30, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 713 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NLR has data through Oct 15, 2026 and YUMY through Nov 1, 2024.

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 2, 2021 to Nov 1, 2024 (2.9 years).

Compare NLR against instead:NLR vs SPYNLR vs QQQNLR vs VOONLR vs VTIYUMY against:YUMY vs VXUS

Risk: Volatility and Drawdowns

YUMY has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 18.8% for NLR. 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 -21.4% for NLR and -41.1% for YUMY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.64. They move together some of the time, and apart the rest.

You are not choosing between two funds in isolation.

Whichever of NLR and YUMY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NLRYUMY

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Frequently Asked Questions

Which is riskier, NLR or YUMY?

YUMY has been the more volatile fund at 20.0% annualized versus 18.8% for NLR. Worst drawdown: NLR -21.4% vs YUMY -41.1%.

Should I hold both NLR and YUMY?

NLR and YUMY have a monthly-return correlation of 0.64, 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, NLR or YUMY?

NLR yields 3.06% while YUMY yields 2.47%, so NLR currently pays the higher dividend yield.

Is YUMY better than NLR?

NLR led over the full window, YUMY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.