NUKZ vs VYM

NUKZ vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricNUKZVYMWinner
Expense Ratio0.85%0.04%
AUM$807M$81.6B
Dividend Yield0.92%2.24%
Holdings46616
YTD Return-0.45%+15.34%
1Y Return+16.32%+23.24%
3Y Return (annualized)-+19.22%
5Y Return (annualized)-+12.21%
Volatility (annualized)32.7%14.6%
Max Drawdown-33.0%-58.8%
Fund FamilyRange ETFsVanguard (US)
CategoryEquityEquity
InceptionJan 2, 2024Nov 10, 2006

NUKZ vs VYM Performance

Range Nuclear Renaissance Index ETF (NUKZ) is a ETF from Range ETFs and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NUKZ returned +16.32% while VYM returned +23.24%. Year to date, NUKZ is down 0.45% versus a gain of 15.34% for VYM.

Risk: Volatility and Drawdowns

NUKZ has been the more volatile fund, with annualized monthly volatility of 32.7% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NUKZ charges 0.85% per year while VYM charges 0.04%. On a $10,000 position that is $85 vs $4 annually, a gap of $81 per year that compounds over a long holding period. On income, NUKZ currently yields 0.92% against 2.24% for VYM.

Holdings Overlap

1.5%overlap

NUKZ and VYM share 5 holdings out of 644 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NUKZWeight in VYMDifference
D3.67%0.25%3.42%
DUK3.20%0.41%2.79%
EMR2.99%0.33%2.66%
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Frequently Asked Questions

Which is cheaper, NUKZ or VYM?

NUKZ has an expense ratio of 0.85% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $81 per year of difference.

Which performed better, NUKZ or VYM?

Over the past year NUKZ returned +16.32% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), NUKZ annualized +45.82% vs +7.04% for VYM. Past performance does not guarantee future results.

Which is riskier, NUKZ or VYM?

NUKZ has been the more volatile fund at 32.7% annualized versus 14.6% for VYM. Worst drawdown: NUKZ -33.0% vs VYM -58.8%.

Should I hold both NUKZ and VYM?

NUKZ and VYM have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NUKZ and VYM?

NUKZ and VYM share 5 common holdings with a 1.5% weight overlap. Combined, they hold 644 unique securities.

Which pays a higher dividend, NUKZ or VYM?

NUKZ yields 0.92% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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