NUKZ vs. AUEIX
Compare and contrast key facts about Range Nuclear Renaissance ETF (NUKZ) and AQR Large Cap Defensive Style Fund (AUEIX).
NUKZ is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Range Nuclear Renaissance Index. It was launched on Jan 23, 2024. AUEIX is managed by AQR Funds. It was launched on Jul 9, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUKZ or AUEIX.
Correlation
The correlation between NUKZ and AUEIX is 0.42, 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
NUKZ vs. AUEIX - Performance Comparison
Key characteristics
NUKZ:
2.97
AUEIX:
-0.27
NUKZ:
3.35
AUEIX:
-0.17
NUKZ:
1.50
AUEIX:
0.95
NUKZ:
6.59
AUEIX:
-0.16
NUKZ:
18.06
AUEIX:
-0.64
NUKZ:
5.32%
AUEIX:
8.54%
NUKZ:
32.42%
AUEIX:
20.39%
NUKZ:
-14.57%
AUEIX:
-34.19%
NUKZ:
-3.24%
AUEIX:
-30.73%
Returns By Period
In the year-to-date period, NUKZ achieves a 21.75% return, which is significantly higher than AUEIX's 4.79% return.
NUKZ
21.75%
9.76%
51.89%
92.30%
N/A
N/A
AUEIX
4.79%
2.66%
-14.16%
-6.27%
-1.89%
4.91%
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NUKZ vs. AUEIX - Expense Ratio Comparison
NUKZ has a 0.85% expense ratio, which is higher than AUEIX's 0.37% expense ratio.
Risk-Adjusted Performance
NUKZ vs. AUEIX — Risk-Adjusted Performance Rank
NUKZ
AUEIX
NUKZ vs. AUEIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Range Nuclear Renaissance ETF (NUKZ) and AQR Large Cap Defensive Style Fund (AUEIX). 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
NUKZ vs. AUEIX - Dividend Comparison
NUKZ's dividend yield for the trailing twelve months is around 0.07%, less than AUEIX's 1.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUKZ Range Nuclear Renaissance ETF | 0.07% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AUEIX AQR Large Cap Defensive Style Fund | 1.70% | 1.78% | 2.37% | 1.39% | 1.06% | 1.29% | 1.10% | 1.22% | 1.44% | 1.45% | 0.95% | 1.98% |
Drawdowns
NUKZ vs. AUEIX - Drawdown Comparison
The maximum NUKZ drawdown since its inception was -14.57%, smaller than the maximum AUEIX drawdown of -34.19%. Use the drawdown chart below to compare losses from any high point for NUKZ and AUEIX. For additional features, visit the drawdowns tool.
Volatility
NUKZ vs. AUEIX - Volatility Comparison
Range Nuclear Renaissance ETF (NUKZ) has a higher volatility of 19.00% compared to AQR Large Cap Defensive Style Fund (AUEIX) at 2.33%. This indicates that NUKZ's price experiences larger fluctuations and is considered to be riskier than AUEIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.