NUKZ vs SPY
Range Nuclear Renaissance Index ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, NUKZ or SPY?
Each has led over a different period.
SPY has a lower expense ratio. NUKZ led over the full window, SPY over 1Y. NUKZ is less concentrated, with 36.8% of the fund in its ten largest positions against 38.2%.
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 | NUKZ | SPY |
|---|---|---|
| Expense Ratio | 0.85% | 0.09%Best |
| AUM | $666M | $823.2B |
| Dividend Yield | 0.96% | 0.99% |
| Holdings | 94 | 1,515 |
| YTD Return | -11.57% | +13.53%Best |
| 1Y Return | -17.73% | +17.47%Best |
| 3Y Return (annualized) | - | +22.36% |
| 5Y Return (annualized) | - | +13.21% |
| Volatility (annualized) | 32.5% | 11.8%Best |
| Max Drawdown | -33.0% | -18.8%Best |
| $10,000 over 2.7 years | $23,300Best | $16,312 |
| Top 10 Weight | 36.8%Best | 38.2% |
| Fund Family | Range ETFs | State Street Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jan 2, 2024 | Jan 22, 1993 |
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 24, 2024 to Oct 14, 2026 (2.7 years).
NUKZ vs SPY 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 2.7 years both funds cover.
NUKZ vs SPY Performance
Range Nuclear Renaissance Index ETF (NUKZ) is an ETF from Range ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year NUKZ returned -17.73% while SPY returned +17.47%. Year to date, NUKZ is down 11.57% versus a gain of 13.53% for SPY.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.5% compared with 11.8% for SPY. 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 -33.0% for NUKZ and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.62. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NUKZ charges 0.85% per year while SPY charges 0.09%. On a $10,000 position that is $85 vs $9 annually, a gap of $76 per year that compounds over a long holding period. On income, NUKZ currently yields 0.96% against 0.99% for SPY.
Holdings Overlap
25.2% of NUKZ's money is in holdings SPY also owns. 1.2% of SPY's money is in holdings NUKZ also owns.
NUKZ and SPY share little of their money.
9 positions in common, counted across the 52 positions we hold weights for in NUKZ and 504 in SPY, against full books of 94 and 1,515.
What only one of them owns
Our book lists 487 positions for SPY that do not appear in our book for NUKZ (97.9% of the fund), and 22 for NUKZ that do not appear in SPY (28.9%).
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.
Top Shared Holdings
| Stock | Weight in NUKZ | Weight in SPY | Difference |
|---|---|---|---|
| GEVGE Vernova Inc. CDR (CAD Hedged) | 3.44% | 0.36% | 3.08% |
| DUKDuke Energy Corp | 2.93% | 0.14% | 2.79% |
| VSTVistra Energy Corp. | 2.92% | 0.07% | 2.85% |
| DDominion Energy Inc. | 2.88% | 0.09% | 2.79% |
| CEGConstellation Energy Corporation Com | 2.79% | 0.13% | 2.66% |
| EMREmerson Electric Co. | 2.68% | 0.13% | 2.55% |
| PCGPg&E Corp. | 2.68% | 0.05% | 2.63% |
| LMTLockheed Martin | 2.38% | 0.16% | 2.22% |
| JJacobs Engineering Group Inc. | 2.49% | 0.03% | 2.46% |
25.2% of NUKZ is already inside SPY.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NUKZ or SPY?
NUKZ has an expense ratio of 0.85% while SPY charges 0.09%. SPY is the cheaper option, by $76 a year on a $10,000 investment.
Which performed better, NUKZ or SPY?
Over the past year NUKZ returned -17.73% vs +17.47% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NUKZ or SPY?
NUKZ has been the more volatile fund at 32.5% annualized versus 11.8% for SPY. Worst drawdown: NUKZ -33.0% vs SPY -18.8%.
Should I hold both NUKZ and SPY?
NUKZ and SPY have a monthly-return correlation of 0.62, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between NUKZ and SPY?
25.2% of NUKZ's money is in holdings SPY also owns. 1.2% of SPY's is in holdings NUKZ also owns. They hold 9 positions in common, counted across the 52 positions we hold weights for in NUKZ and 504 in SPY.
Which pays a higher dividend, NUKZ or SPY?
NUKZ yields 0.96% while SPY yields 0.99%, so SPY currently pays the higher dividend yield.
Is SPY better than NUKZ?
SPY has a lower expense ratio. NUKZ led over the full window, SPY over 1Y. NUKZ is less concentrated, with 36.8% of the fund in its ten largest positions against 38.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.