NUSI vs. AAPL
Compare and contrast key facts about Nationwide Risk-Managed Income ETF (NUSI) and Apple Inc (AAPL).
NUSI is an actively managed fund by Nationwide. It was launched on Dec 19, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NUSI or AAPL.
Key characteristics
| NUSI | AAPL | |
|---|---|---|
| YTD Return | 25.11% | 17.50% |
| 1Y Return | 31.27% | 20.69% |
| 3Y Return (Ann) | 5.23% | 15.16% |
| Sharpe Ratio | 2.85 | 1.00 |
| Sortino Ratio | 4.13 | 1.56 |
| Omega Ratio | 1.58 | 1.19 |
| Calmar Ratio | 2.54 | 1.35 |
| Martin Ratio | 15.92 | 3.17 |
| Ulcer Index | 2.17% | 7.07% |
| Daily Std Dev | 12.10% | 22.46% |
| Max Drawdown | -31.24% | -81.80% |
| Current Drawdown | -0.02% | -4.70% |
Correlation
The correlation between NUSI and AAPL 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
NUSI vs. AAPL - Performance Comparison
In the year-to-date period, NUSI achieves a 25.11% return, which is significantly higher than AAPL's 17.50% return. 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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Risk-Adjusted Performance
NUSI vs. AAPL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide Risk-Managed Income ETF (NUSI) and Apple Inc (AAPL). 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
NUSI vs. AAPL - Dividend Comparison
NUSI's dividend yield for the trailing twelve months is around 7.13%, more than AAPL's 0.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUSI Nationwide Risk-Managed Income ETF | 7.13% | 7.17% | 9.05% | 7.77% | 7.48% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AAPL Apple Inc | 0.44% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% | 1.67% | 2.10% |
Drawdowns
NUSI vs. AAPL - Drawdown Comparison
The maximum NUSI drawdown since its inception was -31.24%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for NUSI and AAPL. For additional features, visit the drawdowns tool.
Volatility
NUSI vs. AAPL - Volatility Comparison
The current volatility for Nationwide Risk-Managed Income ETF (NUSI) is 3.65%, while Apple Inc (AAPL) has a volatility of 4.82%. This indicates that NUSI experiences smaller price fluctuations and is considered to be less risky than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.