IVV vs NUKX
iShares Core S&P 500 ETF vs Nicholas Nuclear Income ETF
Which is better, IVV or NUKX?
Large Cap Blend against Multi Alternative.
IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 69.5%.
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 | IVV | NUKX |
|---|---|---|
| Expense Ratio | 0.03%Best | 1.07% |
| AUM | $882.6B | $8M |
| Dividend Yield | 1.06% | 7.42% |
| Holdings | 508 | 60 |
| YTD Return | +13.60%Best | -28.95% |
| 1Y Return | +16.32% | - |
| 3Y Return (annualized) | +23.81% | - |
| 5Y Return (annualized) | +14.03% | - |
| Top 10 Weight | 38.1%Best | 69.5% |
| Fund Family | iShares by BlackRock (US) | XFunds |
| Category | Equity | Alternative |
| Style | Large Cap Blend | Multi Alternative |
| Inception | May 15, 2000 | Mar 3, 2026 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
IVV vs NUKX 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
IVV vs NUKX Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Nicholas Nuclear Income ETF (NUKX) is an ETF from XFunds. Year to date, IVV is up 13.60% versus a loss of 28.95% for NUKX.
Past performance does not guarantee future results.
Fees and Cost Over Time
IVV charges 0.03% per year while NUKX charges 1.07%. On a $10,000 position that is $3 vs $107 annually, a gap of $104 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 7.42% for NUKX.
Holdings Overlap
1.1% of IVV's money is in holdings NUKX also owns. 32.9% of NUKX's money is in holdings IVV also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 505 positions we hold weights for in IVV and 17 in NUKX, against full books of 508 and 60.
What only one of them owns
Our book lists 8 positions for NUKX that do not appear in our book for IVV (51.4% of the fund), and 491 for IVV that do not appear in NUKX (98.2%).
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.
32.9% of NUKX is already inside IVV.
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, IVV or NUKX?
IVV has an expense ratio of 0.03% while NUKX charges 1.07%. IVV is the cheaper option, by $104 a year on a $10,000 investment.
What is the holdings overlap between IVV and NUKX?
32.9% of NUKX's money is in holdings IVV also owns. 32.9% of NUKX's is in holdings IVV also owns. They hold 6 positions in common, counted across the 505 positions we hold weights for in IVV and 17 in NUKX.
Which pays a higher dividend, IVV or NUKX?
IVV yields 1.06% while NUKX yields 7.42%, so NUKX currently pays the higher dividend yield.
Is NUKX better than IVV?
IVV has a lower expense ratio. IVV is less concentrated, with 38.1% of the fund in its ten largest positions against 69.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.