NUPIX vs. IVOV
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. IVOV is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Value Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUPIX or IVOV.
Correlation
The correlation between NUPIX and IVOV is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NUPIX vs. IVOV - Performance Comparison
Key characteristics
Returns By Period
NUPIX
N/A
N/A
N/A
N/A
N/A
N/A
IVOV
2.64%
0.17%
8.71%
15.83%
10.72%
9.00%
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NUPIX vs. IVOV - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is higher than IVOV's 0.15% expense ratio.
Risk-Adjusted Performance
NUPIX vs. IVOV — Risk-Adjusted Performance Rank
NUPIX
IVOV
NUPIX vs. IVOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV). 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
NUPIX vs. IVOV - Dividend Comparison
NUPIX has not paid dividends to shareholders, while IVOV's dividend yield for the trailing twelve months is around 1.70%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUPIX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund | 0.00% | 0.00% | 12.31% | 9.33% | 44.89% | 2.37% | 12.62% | 3.10% | 13.52% | 0.85% | 0.00% | 0.00% |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | 1.70% | 1.74% | 1.52% | 1.97% | 1.78% | 2.42% | 1.75% | 1.87% | 1.55% | 1.36% | 1.66% | 1.47% |
Drawdowns
NUPIX vs. IVOV - Drawdown Comparison
Volatility
NUPIX vs. IVOV - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while Vanguard S&P Mid-Cap 400 Value ETF (IVOV) has a volatility of 3.55%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than IVOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.