NUPIX vs. PUTW
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. PUTW is a passively managed fund by WisdomTree that tracks the performance of the CBOE S&P 500 PutWrite Index. It was launched on Feb 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUPIX or PUTW.
Correlation
The correlation between NUPIX and PUTW is 0.69, 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
NUPIX vs. PUTW - Performance Comparison
Key characteristics
Returns By Period
NUPIX
N/A
N/A
N/A
N/A
N/A
N/A
PUTW
-6.24%
-3.97%
-5.39%
6.67%
11.56%
N/A
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NUPIX vs. PUTW - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is higher than PUTW's 0.44% expense ratio.
Risk-Adjusted Performance
NUPIX vs. PUTW — Risk-Adjusted Performance Rank
NUPIX
PUTW
NUPIX vs. PUTW - 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 WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW). 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. PUTW - Dividend Comparison
NUPIX has not paid dividends to shareholders, while PUTW's dividend yield for the trailing twelve months is around 13.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
PUTW WisdomTree CBOE S&P 500 PutWrite Strategy Fund | 13.19% | 11.99% | 8.94% | 3.27% | 0.00% | 1.43% | 1.47% | 6.46% | 3.52% | 2.27% |
Drawdowns
NUPIX vs. PUTW - Drawdown Comparison
Volatility
NUPIX vs. PUTW - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) has a volatility of 9.18%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than PUTW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.