KNG vs. NUSI
Compare and contrast key facts about FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) and Nationwide Risk-Managed Income ETF (NUSI).
KNG and NUSI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. KNG is a passively managed fund by First Trust that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Mar 26, 2018. NUSI is an actively managed fund by Nationwide. It was launched on Dec 19, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KNG or NUSI.
Key characteristics
| KNG | NUSI | |
|---|---|---|
| YTD Return | 12.11% | 25.09% |
| 1Y Return | 22.60% | 36.48% |
| 3Y Return (Ann) | 5.00% | 5.10% |
| Sharpe Ratio | 2.36 | 2.92 |
| Sortino Ratio | 3.35 | 4.24 |
| Omega Ratio | 1.42 | 1.59 |
| Calmar Ratio | 2.29 | 2.15 |
| Martin Ratio | 11.32 | 16.50 |
| Ulcer Index | 1.92% | 2.17% |
| Daily Std Dev | 9.20% | 12.26% |
| Max Drawdown | -35.12% | -31.24% |
| Current Drawdown | -1.33% | 0.00% |
Correlation
The correlation between KNG and NUSI is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
KNG vs. NUSI - Performance Comparison
In the year-to-date period, KNG achieves a 12.11% return, which is significantly lower than NUSI's 25.09% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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KNG vs. NUSI - Expense Ratio Comparison
KNG has a 0.75% expense ratio, which is higher than NUSI's 0.68% expense ratio.
Risk-Adjusted Performance
KNG vs. NUSI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) and Nationwide Risk-Managed Income ETF (NUSI). 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
KNG vs. NUSI - Dividend Comparison
KNG's dividend yield for the trailing twelve months is around 8.43%, more than NUSI's 7.13% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
KNG FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF | 8.43% | 5.91% | 4.01% | 3.45% | 3.62% | 4.09% | 3.46% |
NUSI Nationwide Risk-Managed Income ETF | 7.13% | 7.17% | 9.05% | 7.77% | 7.48% | 0.65% | 0.00% |
Drawdowns
KNG vs. NUSI - Drawdown Comparison
The maximum KNG drawdown since its inception was -35.12%, which is greater than NUSI's maximum drawdown of -31.24%. Use the drawdown chart below to compare losses from any high point for KNG and NUSI. For additional features, visit the drawdowns tool.
Volatility
KNG vs. NUSI - Volatility Comparison
The current volatility for FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG) is 2.77%, while Nationwide Risk-Managed Income ETF (NUSI) has a volatility of 4.09%. This indicates that KNG experiences smaller price fluctuations and is considered to be less risky than NUSI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.