URA vs. U-U.TO
Compare and contrast key facts about Global X Uranium ETF (URA) and Sprott Physical Uranium Trust Fund (U-U.TO).
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: URA or U-U.TO.
Key characteristics
| URA | U-U.TO | |
|---|---|---|
| YTD Return | -7.32% | -15.45% |
| 1Y Return | 13.16% | 23.44% |
| 3Y Return (Ann) | 12.77% | 25.99% |
| Sharpe Ratio | 0.42 | 0.67 |
| Daily Std Dev | 34.89% | 37.84% |
| Max Drawdown | -93.54% | -39.27% |
| Current Drawdown | -72.96% | -28.22% |
Correlation
The correlation between URA and U-U.TO 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
URA vs. U-U.TO - Performance Comparison
In the year-to-date period, URA achieves a -7.32% return, which is significantly higher than U-U.TO's -15.45% 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
URA vs. U-U.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Uranium ETF (URA) and Sprott Physical Uranium Trust Fund (U-U.TO). 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. U-U.TO - Dividend Comparison
URA's dividend yield for the trailing twelve months is around 6.66%, while U-U.TO has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URA Global X Uranium ETF | 6.66% | 6.07% | 0.76% | 5.84% | 1.69% | 1.66% | 0.44% | 2.03% | 7.28% | 1.96% | 4.28% | 0.54% |
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% |
Drawdowns
URA vs. U-U.TO - Drawdown Comparison
The maximum URA drawdown since its inception was -93.54%, which is greater than U-U.TO's maximum drawdown of -39.27%. Use the drawdown chart below to compare losses from any high point for URA and U-U.TO. For additional features, visit the drawdowns tool.
Volatility
URA vs. U-U.TO - Volatility Comparison
Global X Uranium ETF (URA) and Sprott Physical Uranium Trust Fund (U-U.TO) have volatilities of 13.74% and 13.85%, 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.