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AZTD vs. NRSH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AZTD vs. NRSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aztlan Global Stock Selection Dm SMID ETF (AZTD) and Aztlan North America Nearshoring Stock Selection ETF (NRSH). The values are adjusted to include any dividend payments, if applicable.

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AZTD vs. NRSH - Yearly Performance Comparison


2026 (YTD)202520242023
AZTD
Aztlan Global Stock Selection Dm SMID ETF
3.25%25.46%6.87%5.34%
NRSH
Aztlan North America Nearshoring Stock Selection ETF
8.58%12.95%-6.17%8.65%

Returns By Period

In the year-to-date period, AZTD achieves a 3.25% return, which is significantly lower than NRSH's 8.58% return.


AZTD

1D
2.24%
1M
-5.39%
YTD
3.25%
6M
4.96%
1Y
28.45%
3Y*
13.63%
5Y*
10Y*

NRSH

1D
2.72%
1M
-1.76%
YTD
8.58%
6M
8.25%
1Y
24.75%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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AZTD vs. NRSH - Expense Ratio Comparison

Both AZTD and NRSH have an expense ratio of 0.75%.


Return for Risk

AZTD vs. NRSH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AZTD
AZTD Risk / Return Rank: 7474
Overall Rank
AZTD Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
AZTD Sortino Ratio Rank: 7676
Sortino Ratio Rank
AZTD Omega Ratio Rank: 6969
Omega Ratio Rank
AZTD Calmar Ratio Rank: 8080
Calmar Ratio Rank
AZTD Martin Ratio Rank: 7272
Martin Ratio Rank

NRSH
NRSH Risk / Return Rank: 5858
Overall Rank
NRSH Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
NRSH Sortino Ratio Rank: 5454
Sortino Ratio Rank
NRSH Omega Ratio Rank: 4545
Omega Ratio Rank
NRSH Calmar Ratio Rank: 7575
Calmar Ratio Rank
NRSH Martin Ratio Rank: 6161
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AZTD vs. NRSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) and Aztlan North America Nearshoring Stock Selection ETF (NRSH). 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.


AZTDNRSHDifference

Sharpe ratio

Return per unit of total volatility

1.38

1.00

+0.38

Sortino ratio

Return per unit of downside risk

2.04

1.50

+0.54

Omega ratio

Gain probability vs. loss probability

1.27

1.19

+0.08

Calmar ratio

Return relative to maximum drawdown

2.51

2.21

+0.30

Martin ratio

Return relative to average drawdown

8.49

6.77

+1.72

AZTD vs. NRSH - Sharpe Ratio Comparison

The current AZTD Sharpe Ratio is 1.38, which is higher than the NRSH Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of AZTD and NRSH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AZTDNRSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.38

1.00

+0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.65

0.49

+0.16

Correlation

The correlation between AZTD and NRSH is 0.70, 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.


Dividends

AZTD vs. NRSH - Dividend Comparison

AZTD's dividend yield for the trailing twelve months is around 1.02%, more than NRSH's 0.38% yield.


TTM202520242023
AZTD
Aztlan Global Stock Selection Dm SMID ETF
1.02%1.05%1.87%0.12%
NRSH
Aztlan North America Nearshoring Stock Selection ETF
0.38%0.42%0.90%0.17%

Drawdowns

AZTD vs. NRSH - Drawdown Comparison

The maximum AZTD drawdown since its inception was -16.75%, smaller than the maximum NRSH drawdown of -24.01%. Use the drawdown chart below to compare losses from any high point for AZTD and NRSH.


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Drawdown Indicators


AZTDNRSHDifference

Max Drawdown

Largest peak-to-trough decline

-16.75%

-24.01%

+7.26%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-11.50%

-0.13%

Current Drawdown

Current decline from peak

-6.28%

-3.20%

-3.08%

Average Drawdown

Average peak-to-trough decline

-3.95%

-5.94%

+1.99%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.44%

3.76%

-0.32%

Volatility

AZTD vs. NRSH - Volatility Comparison

The current volatility for Aztlan Global Stock Selection Dm SMID ETF (AZTD) is 7.57%, while Aztlan North America Nearshoring Stock Selection ETF (NRSH) has a volatility of 10.78%. This indicates that AZTD experiences smaller price fluctuations and is considered to be less risky than NRSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AZTDNRSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.57%

10.78%

-3.21%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

18.81%

-5.54%

Volatility (1Y)

Calculated over the trailing 1-year period

20.67%

24.79%

-4.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.55%

20.81%

-2.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.55%

20.81%

-2.26%