IVV vs NUKX
iShares Core S&P 500 ETF vs Nicholas Nuclear Income ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NUKX | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 1.07% | |
| AUM | $907.0B | $9M | |
| Dividend Yield | 1.10% | 6.87% | |
| Holdings | 508 | 17 | |
| YTD Return | +12.71% | -16.04% | |
| 1Y Return | +21.89% | - | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | - | |
| Max Drawdown | -56.5% | -31.9% | |
| Fund Family | iShares by BlackRock (US) | XFunds | |
| Category | Equity | Alternative | |
| Inception | May 15, 2000 | Mar 3, 2026 |
IVV vs NUKX Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Nicholas Nuclear Income ETF (NUKX) is a ETF from XFunds. Year to date, IVV is up 12.71% versus a loss of 16.04% for NUKX.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -56.5% for IVV and -31.9% for NUKX. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 1.10% against 6.87% for NUKX.
Holdings Overlap
IVV and NUKX share 6 holdings out of 516 unique holdings combined, representing a 1.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $104 per year of difference.
What is the holdings overlap between IVV and NUKX?
IVV and NUKX share 6 common holdings with a 1.2% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, IVV or NUKX?
IVV yields 1.10% while NUKX yields 6.87%, so NUKX currently pays the higher dividend yield.
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