U-U.TO vs. URA
Compare and contrast key facts about Sprott Physical Uranium Trust Fund (U-U.TO) and Global X Uranium ETF (URA).
URA is a passively managed fund by Global X that tracks the performance of the Solactive Global Uranium & Nuclear Components Index. It was launched on Nov 4, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: U-U.TO or URA.
Key characteristics
| U-U.TO | URA | |
|---|---|---|
| YTD Return | 6.48% | 12.75% |
| 1Y Return | 86.21% | 63.26% |
| Sharpe Ratio | 2.36 | 1.78 |
| Daily Std Dev | 34.35% | 32.52% |
| Max Drawdown | -39.27% | -93.54% |
| Current Drawdown | -9.61% | -67.10% |
Correlation
The correlation between U-U.TO and URA is 0.71, 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
U-U.TO vs. URA - Performance Comparison
In the year-to-date period, U-U.TO achieves a 6.48% return, which is significantly lower than URA's 12.75% 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
U-U.TO vs. URA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sprott Physical Uranium Trust Fund (U-U.TO) and Global X Uranium ETF (URA). 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
U-U.TO vs. URA - Dividend Comparison
U-U.TO has not paid dividends to shareholders, while URA's dividend yield for the trailing twelve months is around 5.39%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
U-U.TO Sprott Physical Uranium Trust Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
URA Global X Uranium ETF | 5.39% | 6.07% | 0.76% | 5.84% | 1.69% | 1.66% | 0.44% | 2.03% | 7.28% | 1.96% | 4.28% | 0.54% |
Drawdowns
U-U.TO vs. URA - Drawdown Comparison
The maximum U-U.TO drawdown since its inception was -39.27%, smaller than the maximum URA drawdown of -93.54%. Use the drawdown chart below to compare losses from any high point for U-U.TO and URA. For additional features, visit the drawdowns tool.
Volatility
U-U.TO vs. URA - Volatility Comparison
Sprott Physical Uranium Trust Fund (U-U.TO) and Global X Uranium ETF (URA) have volatilities of 10.62% and 10.28%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.