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 0.82, 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:
0.88
SPY:
1.97
ARSTX:
1.38
SPY:
2.64
ARSTX:
1.16
SPY:
1.36
ARSTX:
0.61
SPY:
2.97
ARSTX:
3.69
SPY:
12.34
ARSTX:
4.45%
SPY:
2.03%
ARSTX:
18.63%
SPY:
12.68%
ARSTX:
-66.66%
SPY:
-55.19%
ARSTX:
-16.21%
SPY:
-0.01%
Returns By Period
In the year-to-date period, ARSTX achieves a 2.16% return, which is significantly lower than SPY's 4.03% return. Over the past 10 years, ARSTX has underperformed SPY with an annualized return of 1.85%, while SPY has yielded a comparatively higher 13.24% annualized return.
ARSTX
2.16%
-0.83%
7.41%
12.10%
6.92%
1.85%
SPY
4.03%
2.03%
10.70%
23.63%
14.37%
13.24%
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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 0.25%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSTX Nuveen Small Cap Select Fund | 0.25% | 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 | 1.16% | 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
Nuveen Small Cap Select Fund (ARSTX) has a higher volatility of 4.29% compared to SPDR S&P 500 ETF (SPY) at 3.15%. This indicates that ARSTX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.