URA vs. SPY
Compare and contrast key facts about Global X Uranium ETF (URA) and SPDR S&P 500 ETF (SPY).
URA and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both URA and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: URA or SPY.
Performance
URA vs. SPY - Performance Comparison
Returns By Period
In the year-to-date period, URA achieves a 9.52% return, which is significantly lower than SPY's 24.40% return. Over the past 10 years, URA has underperformed SPY with an annualized return of 4.12%, while SPY has yielded a comparatively higher 13.04% annualized return.
URA
9.52%
-6.34%
-7.12%
14.66%
25.86%
4.12%
SPY
24.40%
0.59%
11.33%
31.86%
15.23%
13.04%
Key characteristics
| URA | SPY | |
|---|---|---|
| Sharpe Ratio | 0.46 | 2.64 |
| Sortino Ratio | 0.88 | 3.53 |
| Omega Ratio | 1.10 | 1.49 |
| Calmar Ratio | 0.22 | 3.81 |
| Martin Ratio | 1.34 | 17.21 |
| Ulcer Index | 12.21% | 1.86% |
| Daily Std Dev | 35.75% | 12.15% |
| Max Drawdown | -93.54% | -55.19% |
| Current Drawdown | -68.05% | -2.17% |
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URA vs. SPY - Expense Ratio Comparison
URA has a 0.69% expense ratio, which is higher than SPY's 0.09% expense ratio.
Correlation
The correlation between URA and SPY is 0.54, 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.
Risk-Adjusted Performance
URA vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Uranium ETF (URA) 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
URA vs. SPY - Dividend Comparison
URA's dividend yield for the trailing twelve months is around 5.63%, more than SPY's 1.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URA Global X Uranium ETF | 5.63% | 6.07% | 0.76% | 5.85% | 1.69% | 1.66% | 0.45% | 2.03% | 7.28% | 1.96% | 4.28% | 0.54% |
SPY SPDR S&P 500 ETF | 1.20% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
URA vs. SPY - Drawdown Comparison
The maximum URA drawdown since its inception was -93.54%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for URA and SPY. For additional features, visit the drawdowns tool.
Volatility
URA vs. SPY - Volatility Comparison
Global X Uranium ETF (URA) has a higher volatility of 8.02% compared to SPDR S&P 500 ETF (SPY) at 4.08%. This indicates that URA's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.