NUKX vs SPY
Nicholas Nuclear Income ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NUKX | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 1.07% | 0.09% | |
| AUM | $9M | $821.1B | |
| Dividend Yield | 6.87% | 1.01% | |
| Holdings | 17 | 505 | |
| YTD Return | -19.24% | +12.22% | |
| 1Y Return | - | +20.83% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +12.98% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -31.9% | -56.5% | |
| Fund Family | XFunds | State Street Investment Management | |
| Category | Alternative | Equity | |
| Inception | Mar 3, 2026 | Jan 22, 1993 |
NUKX vs SPY Performance
Nicholas Nuclear Income ETF (NUKX) is a ETF from XFunds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, NUKX is down 19.24% versus a gain of 12.22% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -31.9% for NUKX and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
NUKX charges 1.07% per year while SPY charges 0.09%. On a $10,000 position that is $107 vs $9 annually, a gap of $98 per year that compounds over a long holding period. On income, NUKX currently yields 6.87% against 1.01% for SPY.
Holdings Overlap
NUKX and SPY share 6 holdings out of 515 unique holdings combined, representing a 1.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NUKX or SPY?
NUKX has an expense ratio of 1.07% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $98 per year of difference.
What is the holdings overlap between NUKX and SPY?
NUKX and SPY share 6 common holdings with a 1.1% weight overlap. Combined, they hold 515 unique securities.
Which pays a higher dividend, NUKX or SPY?
NUKX yields 6.87% while SPY yields 1.01%, so NUKX currently pays the higher dividend yield.
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