SHMDX vs. NUKZ
Compare and contrast key facts about Virtus Stone Harbor Emerging Mkts Debt (SHMDX) and Range Nuclear Renaissance ETF (NUKZ).
SHMDX is managed by Stone Harbor. It was launched on Aug 15, 2007. NUKZ is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Range Nuclear Renaissance Index. It was launched on Jan 23, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHMDX or NUKZ.
Correlation
The correlation between SHMDX and NUKZ is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SHMDX vs. NUKZ - Performance Comparison
Key characteristics
SHMDX:
2.42
NUKZ:
2.57
SHMDX:
3.70
NUKZ:
3.02
SHMDX:
1.47
NUKZ:
1.44
SHMDX:
0.96
NUKZ:
5.75
SHMDX:
11.05
NUKZ:
15.62
SHMDX:
1.03%
NUKZ:
5.36%
SHMDX:
4.71%
NUKZ:
32.59%
SHMDX:
-33.45%
NUKZ:
-14.57%
SHMDX:
-1.73%
NUKZ:
-7.55%
Returns By Period
In the year-to-date period, SHMDX achieves a 1.80% return, which is significantly lower than NUKZ's 16.32% return.
SHMDX
1.80%
0.81%
2.99%
11.55%
0.69%
3.55%
NUKZ
16.32%
-0.85%
47.08%
83.78%
N/A
N/A
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SHMDX vs. NUKZ - Expense Ratio Comparison
SHMDX has a 0.73% expense ratio, which is lower than NUKZ's 0.85% expense ratio.
Risk-Adjusted Performance
SHMDX vs. NUKZ — Risk-Adjusted Performance Rank
SHMDX
NUKZ
SHMDX vs. NUKZ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Stone Harbor Emerging Mkts Debt (SHMDX) and Range Nuclear Renaissance ETF (NUKZ). 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
SHMDX vs. NUKZ - Dividend Comparison
SHMDX's dividend yield for the trailing twelve months is around 6.73%, more than NUKZ's 0.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHMDX Virtus Stone Harbor Emerging Mkts Debt | 6.20% | 6.75% | 8.09% | 10.69% | 4.78% | 5.24% | 5.51% | 6.80% | 6.12% | 6.72% | 6.65% | 5.15% |
NUKZ Range Nuclear Renaissance ETF | 0.08% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SHMDX vs. NUKZ - Drawdown Comparison
The maximum SHMDX drawdown since its inception was -33.45%, which is greater than NUKZ's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for SHMDX and NUKZ. For additional features, visit the drawdowns tool.
Volatility
SHMDX vs. NUKZ - Volatility Comparison
The current volatility for Virtus Stone Harbor Emerging Mkts Debt (SHMDX) is 1.28%, while Range Nuclear Renaissance ETF (NUKZ) has a volatility of 18.44%. This indicates that SHMDX experiences smaller price fluctuations and is considered to be less risky than NUKZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.