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NUKX vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NUKX vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nicholas Nuclear Income ETF (NUKX) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


NUKX

1D
5.13%
1M
-2.86%
YTD
6M
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NUKX vs. IPDP - Yearly Performance Comparison


NUKX vs. IPDP - Sectors Allocation Comparison


Sectors
NUKX
IPDP

Utilities

39.6%

-

Energy

21.7%

-

Financial Services

12.6%
18.6%

Industrials

9.7%
45.1%

Basic Materials

-

1.5%

Communication Services

-

-

Consumer Cyclical

-

3.6%

Consumer Defensive

-

3.9%

Healthcare

-

13.6%

Real Estate

-

-

Technology

-

13.1%

Utilities

NUKX
39.6%
IPDP

-

Energy

NUKX
21.7%
IPDP

-

Financial Services

NUKX
12.6%
IPDP
18.6%

Industrials

NUKX
9.7%
IPDP
45.1%

Basic Materials

NUKX

-

IPDP
1.5%

Communication Services

NUKX

-

IPDP

-

Consumer Cyclical

NUKX

-

IPDP
3.6%

Consumer Defensive

NUKX

-

IPDP
3.9%

Healthcare

NUKX

-

IPDP
13.6%

Real Estate

NUKX

-

IPDP

-

Technology

NUKX

-

IPDP
13.1%

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Return for Risk

NUKX vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nicholas Nuclear Income ETF (NUKX) and Dividend Performers ETF (IPDP). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

NUKX vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NUKXIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.06

Drawdowns

NUKX vs. IPDP - Drawdown Comparison

The maximum NUKX drawdown since its inception was -18.73%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for NUKX and IPDP.


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Drawdown Indicators


NUKXIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-18.73%

0.00%

-18.73%

Current Drawdown

Current decline from peak

-7.37%

0.00%

-7.37%

Average Drawdown

Average peak-to-trough decline

-6.96%

0.00%

-6.96%

Volatility

NUKX vs. IPDP - Volatility Comparison


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Volatility by Period


NUKXIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

49.06%

0.00%

+49.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

49.06%

0.00%

+49.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.06%

0.00%

+49.06%

NUKX vs. IPDP - Expense Ratio Comparison

NUKX has a 1.07% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

NUKX vs. IPDP - Dividend Comparison

NUKX's dividend yield for the trailing twelve months is around 3.62%, while IPDP has not paid dividends to shareholders.


Frequently Asked Questions


On fees, NUKX is cheaper at 1.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

NUKX is cheaper with a 1.07% expense ratio, compared with 1.52% for IPDP.

NUKX has the higher dividend yield at 3.62%, compared with 0.00% for IPDP.

They also come from different issuers: Nicholas Wealth and Innovative Portfolios. Their fees differ too: 1.07% for NUKX and 1.52% for IPDP.

Portfolio Optimizer

Find the right allocation for NUKX and IPDP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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