IVV vs NUKZ
iShares Core S&P 500 ETF vs Range Nuclear Renaissance Index ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | IVV | NUKZ | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.85% | |
| AUM | $907.0B | $807M | |
| Dividend Yield | 1.10% | 0.92% | |
| Holdings | 508 | 46 | |
| YTD Return | +12.71% | -0.45% | |
| 1Y Return | +21.89% | +16.32% | |
| 3Y Return (annualized) | +22.08% | - | |
| 5Y Return (annualized) | +12.96% | - | |
| Volatility (annualized) | 15.1% | 32.7% | |
| Max Drawdown | -56.5% | -33.0% | |
| Fund Family | iShares by BlackRock (US) | Range ETFs | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Jan 2, 2024 |
IVV vs NUKZ Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and Range Nuclear Renaissance Index ETF (NUKZ) is a ETF from Range ETFs. Over the past year IVV returned +21.89% while NUKZ returned +16.32%. Year to date, IVV is up 12.71% versus a loss of 0.45% for NUKZ.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 15.1% 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 -56.5% for IVV and -33.0% for NUKZ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.61. They move independently enough that combining them can meaningfully diversify a portfolio.
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 1.10% against 0.92% for NUKZ.
Holdings Overlap
IVV and NUKZ share 9 holdings out of 542 unique holdings combined, representing a 1.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $82 per year of difference.
Which performed better, IVV or NUKZ?
Over the past year IVV returned +21.89% vs +16.32% for NUKZ, so IVV leads on 1-year performance. Over the longest common window we track (3 years), IVV annualized +7.00% vs +45.82% for NUKZ. Past performance does not guarantee future results.
Which is riskier, IVV or NUKZ?
NUKZ has been the more volatile fund at 32.7% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs NUKZ -33.0%.
Should I hold both IVV and NUKZ?
IVV and NUKZ have a monthly-return correlation of 0.61, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and NUKZ?
IVV and NUKZ share 9 common holdings with a 1.3% weight overlap. Combined, they hold 542 unique securities.
Which pays a higher dividend, IVV or NUKZ?
IVV yields 1.10% while NUKZ yields 0.92%, so IVV currently pays the higher dividend yield.
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