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NERD vs. SPYG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NERD and SPYG is 0.66, 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

NERD vs. SPYG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) and SPDR Portfolio S&P 500 Growth ETF (SPYG). The values are adjusted to include any dividend payments, if applicable.

50.00%100.00%150.00%December2025FebruaryMarchAprilMay
62.19%
141.54%
NERD
SPYG

Key characteristics

Sharpe Ratio

NERD:

2.43

SPYG:

0.62

Sortino Ratio

NERD:

3.05

SPYG:

1.02

Omega Ratio

NERD:

1.42

SPYG:

1.14

Calmar Ratio

NERD:

0.91

SPYG:

0.70

Martin Ratio

NERD:

10.53

SPYG:

2.37

Ulcer Index

NERD:

5.26%

SPYG:

6.58%

Daily Std Dev

NERD:

23.60%

SPYG:

24.74%

Max Drawdown

NERD:

-65.58%

SPYG:

-67.79%

Current Drawdown

NERD:

-37.89%

SPYG:

-8.90%

Returns By Period

In the year-to-date period, NERD achieves a 17.90% return, which is significantly higher than SPYG's -4.24% return.


NERD

YTD

17.90%

1M

13.25%

6M

21.52%

1Y

56.95%

5Y*

7.88%

10Y*

N/A

SPYG

YTD

-4.24%

1M

5.08%

6M

-3.72%

1Y

15.33%

5Y*

16.16%

10Y*

14.30%

*Annualized

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NERD vs. SPYG - Expense Ratio Comparison

NERD has a 0.25% expense ratio, which is higher than SPYG's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Risk-Adjusted Performance

NERD vs. SPYG — Risk-Adjusted Performance Rank

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

NERD
The Risk-Adjusted Performance Rank of NERD is 9292
Overall Rank
The Sharpe Ratio Rank of NERD is 9797
Sharpe Ratio Rank
The Sortino Ratio Rank of NERD is 9595
Sortino Ratio Rank
The Omega Ratio Rank of NERD is 9595
Omega Ratio Rank
The Calmar Ratio Rank of NERD is 8181
Calmar Ratio Rank
The Martin Ratio Rank of NERD is 9494
Martin Ratio Rank

SPYG
The Risk-Adjusted Performance Rank of SPYG is 6969
Overall Rank
The Sharpe Ratio Rank of SPYG is 6666
Sharpe Ratio Rank
The Sortino Ratio Rank of SPYG is 6868
Sortino Ratio Rank
The Omega Ratio Rank of SPYG is 6969
Omega Ratio Rank
The Calmar Ratio Rank of SPYG is 7474
Calmar Ratio Rank
The Martin Ratio Rank of SPYG is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NERD vs. SPYG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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.


The current NERD Sharpe Ratio is 2.43, which is higher than the SPYG Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of NERD and SPYG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
2.43
0.62
NERD
SPYG

Dividends

NERD vs. SPYG - Dividend Comparison

NERD's dividend yield for the trailing twelve months is around 1.47%, more than SPYG's 0.64% yield.


TTM20242023202220212020201920182017201620152014
NERD
Roundhill BITKRAFT Esports & Digital Entertainment ETF
1.47%1.74%1.07%0.69%0.02%1.05%0.31%0.00%0.00%0.00%0.00%0.00%
SPYG
SPDR Portfolio S&P 500 Growth ETF
0.64%0.60%1.15%1.03%0.62%0.90%1.36%1.51%1.41%1.55%1.57%1.37%

Drawdowns

NERD vs. SPYG - Drawdown Comparison

The maximum NERD drawdown since its inception was -65.58%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for NERD and SPYG. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-37.89%
-8.90%
NERD
SPYG

Volatility

NERD vs. SPYG - Volatility Comparison

The current volatility for Roundhill BITKRAFT Esports & Digital Entertainment ETF (NERD) is 6.15%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 8.16%. This indicates that NERD experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2025FebruaryMarchAprilMay
6.15%
8.16%
NERD
SPYG