NUKZ vs SPY
Range Nuclear Renaissance Index ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NUKZ | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.85% | 0.09% | |
| AUM | $807M | $821.1B | |
| Dividend Yield | 0.92% | 1.01% | |
| Holdings | 46 | 505 | |
| YTD Return | -0.45% | +12.68% | |
| 1Y Return | +16.32% | +21.82% | |
| 3Y Return (annualized) | - | +21.98% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 32.7% | 15.3% | |
| Max Drawdown | -33.0% | -56.5% | |
| Fund Family | Range ETFs | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jan 2, 2024 | Jan 22, 1993 |
NUKZ vs SPY Performance
Range Nuclear Renaissance Index ETF (NUKZ) is a ETF from Range ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year NUKZ returned +16.32% while SPY returned +21.82%. Year to date, NUKZ is down 0.45% versus a gain of 12.68% for SPY.
Risk: Volatility and Drawdowns
NUKZ has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 15.3% for SPY. 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 -33.0% for NUKZ and -56.5% for SPY. 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
NUKZ charges 0.85% per year while SPY charges 0.09%. On a $10,000 position that is $85 vs $9 annually, a gap of $76 per year that compounds over a long holding period. On income, NUKZ currently yields 0.92% against 1.01% for SPY.
Holdings Overlap
NUKZ and SPY share 9 holdings out of 541 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, NUKZ or SPY?
NUKZ has an expense ratio of 0.85% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $76 per year of difference.
Which performed better, NUKZ or SPY?
Over the past year NUKZ returned +16.32% vs +21.82% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (3 years), NUKZ annualized +45.82% vs +8.81% for SPY. Past performance does not guarantee future results.
Which is riskier, NUKZ or SPY?
NUKZ has been the more volatile fund at 32.7% annualized versus 15.3% for SPY. Worst drawdown: NUKZ -33.0% vs SPY -56.5%.
Should I hold both NUKZ and SPY?
NUKZ and SPY 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 NUKZ and SPY?
NUKZ and SPY share 9 common holdings with a 1.3% weight overlap. Combined, they hold 541 unique securities.
Which pays a higher dividend, NUKZ or SPY?
NUKZ yields 0.92% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.