NASDX vs. DOW
Compare and contrast key facts about Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Dow Inc. (DOW).
NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NASDX or DOW.
Correlation
The correlation between NASDX and DOW is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
NASDX vs. DOW - Performance Comparison
Key characteristics
NASDX:
0.71
DOW:
-1.09
NASDX:
1.02
DOW:
-1.47
NASDX:
1.14
DOW:
0.83
NASDX:
1.04
DOW:
-0.61
NASDX:
2.98
DOW:
-1.41
NASDX:
4.73%
DOW:
16.88%
NASDX:
19.83%
DOW:
21.77%
NASDX:
-81.69%
DOW:
-60.87%
NASDX:
-5.46%
DOW:
-35.37%
Returns By Period
In the year-to-date period, NASDX achieves a 2.87% return, which is significantly higher than DOW's -1.54% return.
NASDX
2.87%
-1.09%
1.28%
11.15%
13.61%
14.12%
DOW
-1.54%
-3.21%
-24.03%
-25.56%
1.23%
N/A
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Risk-Adjusted Performance
NASDX vs. DOW — Risk-Adjusted Performance Rank
NASDX
DOW
NASDX vs. DOW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) and Dow Inc. (DOW). 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
NASDX vs. DOW - Dividend Comparison
NASDX's dividend yield for the trailing twelve months is around 0.35%, less than DOW's 7.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.35% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
DOW Dow Inc. | 7.09% | 6.98% | 5.11% | 5.56% | 4.94% | 5.05% | 3.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NASDX vs. DOW - Drawdown Comparison
The maximum NASDX drawdown since its inception was -81.69%, which is greater than DOW's maximum drawdown of -60.87%. Use the drawdown chart below to compare losses from any high point for NASDX and DOW. For additional features, visit the drawdowns tool.
Volatility
NASDX vs. DOW - Volatility Comparison
The current volatility for Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) is 5.14%, while Dow Inc. (DOW) has a volatility of 10.20%. This indicates that NASDX experiences smaller price fluctuations and is considered to be less risky than DOW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.