NUPIX vs. SPY
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and SPDR S&P 500 ETF (SPY).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUPIX or SPY.
Correlation
The correlation between NUPIX and SPY is 0.85, 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. SPY - Performance Comparison
Key characteristics
Returns By Period
NUPIX
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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NUPIX vs. SPY - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
NUPIX vs. SPY — Risk-Adjusted Performance Rank
NUPIX
SPY
NUPIX vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
NUPIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.36%.
| 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% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
NUPIX vs. SPY - Drawdown Comparison
Volatility
NUPIX vs. SPY - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.