ARSTX vs. SPY
Compare and contrast key facts about Nuveen Small Cap Select Fund (ARSTX) and SPDR S&P 500 ETF (SPY).
ARSTX is managed by Nuveen. It was launched on May 6, 1992. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSTX or SPY.
Correlation
The correlation between ARSTX and SPY is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ARSTX vs. SPY - Performance Comparison
Key characteristics
ARSTX:
-0.14
SPY:
0.54
ARSTX:
-0.02
SPY:
0.90
ARSTX:
1.00
SPY:
1.13
ARSTX:
-0.09
SPY:
0.57
ARSTX:
-0.32
SPY:
2.24
ARSTX:
10.08%
SPY:
4.82%
ARSTX:
24.33%
SPY:
20.02%
ARSTX:
-66.66%
SPY:
-55.19%
ARSTX:
-25.98%
SPY:
-7.53%
Returns By Period
In the year-to-date period, ARSTX achieves a -9.75% return, which is significantly lower than SPY's -3.30% return. Over the past 10 years, ARSTX has underperformed SPY with an annualized return of 0.42%, while SPY has yielded a comparatively higher 12.33% annualized return.
ARSTX
-9.75%
15.79%
-15.03%
-3.32%
9.06%
0.42%
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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ARSTX vs. SPY - Expense Ratio Comparison
ARSTX has a 0.99% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ARSTX vs. SPY — Risk-Adjusted Performance Rank
ARSTX
SPY
ARSTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Select Fund (ARSTX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ARSTX vs. SPY - Dividend Comparison
ARSTX's dividend yield for the trailing twelve months is around 0.28%, less than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 0.28% | 0.26% | 0.00% | 0.40% | 0.00% | 0.21% | 0.37% | 0.38% | 0.00% | 0.29% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ARSTX vs. SPY - Drawdown Comparison
The maximum ARSTX drawdown since its inception was -66.66%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ARSTX and SPY. For additional features, visit the drawdowns tool.
Volatility
ARSTX vs. SPY - Volatility Comparison
The current volatility for Nuveen Small Cap Select Fund (ARSTX) is 11.42%, while SPDR S&P 500 ETF (SPY) has a volatility of 12.36%. This indicates that ARSTX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.