NANR vs. RTM
Compare and contrast key facts about SPDR S&P North American Natural Resources ETF (NANR) and Invesco S&P 500® Equal Weight Materials ETF (RTM).
NANR and RTM are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NANR is a passively managed fund by State Street that tracks the performance of the S&P BMI North American Natural Resources Index. It was launched on Dec 15, 2015. RTM is a passively managed fund by Invesco that tracks the performance of the S&P 500 Equal Weighted / Materials -SEC. It was launched on Nov 1, 2006. Both NANR and RTM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NANR or RTM.
Key characteristics
| NANR | RTM | |
|---|---|---|
| YTD Return | 9.49% | 5.41% |
| 1Y Return | 9.61% | 15.76% |
| 3Y Return (Ann) | 13.38% | 3.12% |
| 5Y Return (Ann) | 15.21% | 12.62% |
| Sharpe Ratio | 0.46 | 0.94 |
| Daily Std Dev | 18.52% | 16.28% |
| Max Drawdown | -49.15% | -57.93% |
| Current Drawdown | -4.25% | -3.20% |
Correlation
The correlation between NANR and RTM is 0.71, 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
NANR vs. RTM - Performance Comparison
In the year-to-date period, NANR achieves a 9.49% return, which is significantly higher than RTM's 5.41% 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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NANR vs. RTM - Expense Ratio Comparison
NANR has a 0.35% expense ratio, which is lower than RTM's 0.40% expense ratio.
Risk-Adjusted Performance
NANR vs. RTM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR S&P North American Natural Resources ETF (NANR) and Invesco S&P 500® Equal Weight Materials ETF (RTM). 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
NANR vs. RTM - Dividend Comparison
NANR's dividend yield for the trailing twelve months is around 2.54%, more than RTM's 1.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NANR SPDR S&P North American Natural Resources ETF | 2.54% | 2.78% | 2.70% | 2.61% | 2.73% | 2.02% | 1.95% | 1.83% | 5.01% | 0.01% | 0.00% | 0.00% |
RTM Invesco S&P 500® Equal Weight Materials ETF | 1.95% | 2.05% | 2.19% | 1.43% | 1.57% | 1.81% | 1.83% | 1.50% | 1.28% | 1.57% | 1.45% | 1.36% |
Drawdowns
NANR vs. RTM - Drawdown Comparison
The maximum NANR drawdown since its inception was -49.15%, smaller than the maximum RTM drawdown of -57.93%. Use the drawdown chart below to compare losses from any high point for NANR and RTM. For additional features, visit the drawdowns tool.
Volatility
NANR vs. RTM - Volatility Comparison
SPDR S&P North American Natural Resources ETF (NANR) has a higher volatility of 5.26% compared to Invesco S&P 500® Equal Weight Materials ETF (RTM) at 4.43%. This indicates that NANR's price experiences larger fluctuations and is considered to be riskier than RTM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.