NUPIX vs. VOO
Compare and contrast key facts about Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) and Vanguard S&P 500 ETF (VOO).
NUPIX is managed by Neuberger Berman. It was launched on Sep 15, 2016. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Key characteristics
| NUPIX | VOO |
|---|
Correlation
The correlation between NUPIX and VOO is 0.88, 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. VOO - 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. VOO - Expense Ratio Comparison
NUPIX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NUPIX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
NUPIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUPIX Neuberger Berman U.S. Equity Index PutWrite Strategy Fund | 0.64% | 12.31% | 9.33% | 44.89% | 2.37% | 12.62% | 3.10% | 13.52% | 0.85% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NUPIX vs. VOO - Drawdown Comparison
Volatility
NUPIX vs. VOO - Volatility Comparison
The current volatility for Neuberger Berman U.S. Equity Index PutWrite Strategy Fund (NUPIX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that NUPIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.