NANR vs. VTI
Compare and contrast key facts about SPDR S&P North American Natural Resources ETF (NANR) and Vanguard Total Stock Market ETF (VTI).
NANR and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both NANR and VTI 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 VTI.
Key characteristics
| NANR | VTI | |
|---|---|---|
| YTD Return | 10.89% | 26.21% |
| 1Y Return | 16.89% | 38.35% |
| 3Y Return (Ann) | 10.44% | 8.70% |
| 5Y Return (Ann) | 15.21% | 15.34% |
| Sharpe Ratio | 0.98 | 3.04 |
| Sortino Ratio | 1.42 | 4.05 |
| Omega Ratio | 1.18 | 1.57 |
| Calmar Ratio | 0.89 | 4.46 |
| Martin Ratio | 3.81 | 19.72 |
| Ulcer Index | 4.62% | 1.94% |
| Daily Std Dev | 17.87% | 12.58% |
| Max Drawdown | -49.15% | -55.45% |
| Current Drawdown | -3.65% | -0.39% |
Correlation
The correlation between NANR and VTI is 0.56, 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
NANR vs. VTI - Performance Comparison
In the year-to-date period, NANR achieves a 10.89% return, which is significantly lower than VTI's 26.21% 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. VTI - Expense Ratio Comparison
NANR has a 0.35% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
NANR vs. VTI - 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 Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
NANR's dividend yield for the trailing twelve months is around 2.13%, more than VTI's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NANR SPDR S&P North American Natural Resources ETF | 2.13% | 2.78% | 2.70% | 2.61% | 2.73% | 2.02% | 1.95% | 1.83% | 5.01% | 0.01% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
NANR vs. VTI - Drawdown Comparison
The maximum NANR drawdown since its inception was -49.15%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for NANR and VTI. For additional features, visit the drawdowns tool.
Volatility
NANR vs. VTI - Volatility Comparison
SPDR S&P North American Natural Resources ETF (NANR) and Vanguard Total Stock Market ETF (VTI) have volatilities of 4.10% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.