IVV vs NUKZ
iShares Core S&P 500 ETF vs Range Nuclear Renaissance Index ETF
Which is better, IVV or NUKZ?
Each has led over a different period.
IVV has a lower expense ratio. IVV led over 1Y, NUKZ over the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 38.8%.
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 | NUKZ |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.85% |
| AUM | $876.4B | $750M |
| Dividend Yield | 1.06% | 0.89% |
| Holdings | 508 | 47 |
| YTD Return | +12.51%Best | -2.42% |
| 1Y Return | +17.57%Best | +6.97% |
| 3Y Return (annualized) | +21.27% | - |
| 5Y Return (annualized) | +12.95% | - |
| Volatility (annualized) | 12.0%Best | 32.3% |
| Max Drawdown | -18.8%Best | -33.0% |
| $10,000 over 2.6 years | $16,162 | $25,589Best |
| Top 10 Weight | 37.9%Best | 38.8% |
| Fund Family | iShares by BlackRock (US) | Range ETFs |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | May 15, 2000 | Jan 2, 2024 |
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Jan 24, 2024 to Sep 11, 2026 (2.6 years).
IVV vs NUKZ 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 2.6 years both funds cover.
IVV vs NUKZ Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and Range Nuclear Renaissance Index ETF (NUKZ) is an ETF from Range ETFs. Over the past year IVV returned +17.57% while NUKZ returned +6.97%. Year to date, IVV is up 12.51% versus a loss of 2.42% for NUKZ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.3% compared with 12.0% for IVV. 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 -18.8% for IVV and -33.0% for NUKZ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.61. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while NUKZ charges 0.85%. On a $10,000 position that is $3 vs $85 annually, a gap of $82 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.89% for NUKZ.
Holdings Overlap
1.3% of IVV's money is in holdings NUKZ also owns. 26.3% of NUKZ's money is in holdings IVV also owns.
NUKZ and IVV share little of their money.
9 positions in common, counted across the 505 positions we hold weights for in IVV and 46 in NUKZ, against full books of 508 and 47.
What only one of them owns
Our book lists 18 positions for NUKZ that do not appear in our book for IVV (26.6% of the fund), and 486 for IVV that do not appear in NUKZ (98.1%).
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 IVV | Weight in NUKZ | Difference |
|---|---|---|---|
| GEVGE Vernova Inc. CDR (CAD Hedged) | 0.41% | 3.71% | 3.30% |
| DDominion Energy Inc. | 0.09% | 3.27% | 3.18% |
| EMREmerson Electric Co. | 0.14% | 2.99% | 2.85% |
| PCGPg&E Corp. | 0.06% | 2.94% | 2.88% |
| DUKDuke Energy Corp. | 0.14% | 2.84% | 2.70% |
| CEGConstellation Energy Corp | 0.13% | 2.74% | 2.61% |
| JJacobs Engineering Group Inc - Common | 0.03% | 2.84% | 2.81% |
| VSTVistra Energy Corp. | 0.07% | 2.69% | 2.62% |
| LMTLockheed Martin Corp | 0.18% | 2.25% | 2.07% |
26.3% of NUKZ 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 NUKZ?
IVV has an expense ratio of 0.03% while NUKZ charges 0.85%. IVV is the cheaper option, by $82 a year on a $10,000 investment.
Which performed better, IVV or NUKZ?
Over the past year IVV returned +17.57% vs +6.97% for NUKZ, so IVV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or NUKZ?
NUKZ has been the more volatile fund at 32.3% annualized versus 12.0% for IVV. Worst drawdown: IVV -18.8% vs NUKZ -33.0%.
Should I hold both IVV and NUKZ?
IVV and NUKZ have a monthly-return correlation of 0.61, 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 IVV and NUKZ?
26.3% of NUKZ's money is in holdings IVV also owns. 26.3% of NUKZ's is in holdings IVV also owns. They hold 9 positions in common, counted across the 505 positions we hold weights for in IVV and 46 in NUKZ.
Which pays a higher dividend, IVV or NUKZ?
IVV yields 1.06% while NUKZ yields 0.89%, so IVV currently pays the higher dividend yield.
Is NUKZ better than IVV?
IVV has a lower expense ratio. IVV led over 1Y, NUKZ over the full window. IVV is less concentrated, with 37.9% of the fund in its ten largest positions against 38.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.