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.
Key characteristics
| NUPIX | PUTW |
|---|
Correlation
The correlation between NUPIX and PUTW is 0.73, 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. PUTW - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 10.36%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
NUPIX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund | 2.34% | 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 | 10.36% | 8.92% | 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 1.79%. 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.