URNM vs. XSD
Compare and contrast key facts about NorthShore Global Uranium Mining ETF (URNM) and SPDR S&P Semiconductor ETF (XSD).
URNM and XSD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. URNM is a passively managed fund by Exchange Traded Concepts that tracks the performance of the North Shore Global Uranium Mining Index. It was launched on Dec 3, 2019. XSD is a passively managed fund by State Street that tracks the performance of the S&P Semiconductor Select Industry. It was launched on Jan 31, 2006. Both URNM and XSD 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: URNM or XSD.
Key characteristics
| URNM | XSD | |
|---|---|---|
| YTD Return | -4.23% | 6.86% |
| 1Y Return | 0.97% | 30.72% |
| 3Y Return (Ann) | 0.79% | 0.22% |
| Sharpe Ratio | 0.13 | 0.87 |
| Sortino Ratio | 0.48 | 1.34 |
| Omega Ratio | 1.06 | 1.17 |
| Calmar Ratio | 0.14 | 1.13 |
| Martin Ratio | 0.30 | 3.14 |
| Ulcer Index | 16.72% | 9.51% |
| Daily Std Dev | 40.19% | 34.25% |
| Max Drawdown | -42.55% | -64.56% |
| Current Drawdown | -21.39% | -12.40% |
Correlation
The correlation between URNM and XSD is 0.45, 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
URNM vs. XSD - Performance Comparison
In the year-to-date period, URNM achieves a -4.23% return, which is significantly lower than XSD's 6.86% 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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URNM vs. XSD - Expense Ratio Comparison
URNM has a 0.85% expense ratio, which is higher than XSD's 0.35% expense ratio.
Risk-Adjusted Performance
URNM vs. XSD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NorthShore Global Uranium Mining ETF (URNM) and SPDR S&P Semiconductor ETF (XSD). 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
URNM vs. XSD - Dividend Comparison
URNM's dividend yield for the trailing twelve months is around 3.79%, more than XSD's 0.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
URNM NorthShore Global Uranium Mining ETF | 3.79% | 3.63% | 0.00% | 6.70% | 2.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSD SPDR S&P Semiconductor ETF | 0.24% | 0.31% | 0.44% | 0.10% | 0.26% | 0.51% | 1.16% | 0.59% | 0.64% | 0.58% | 0.46% | 0.52% |
Drawdowns
URNM vs. XSD - Drawdown Comparison
The maximum URNM drawdown since its inception was -42.55%, smaller than the maximum XSD drawdown of -64.56%. Use the drawdown chart below to compare losses from any high point for URNM and XSD. For additional features, visit the drawdowns tool.
Volatility
URNM vs. XSD - Volatility Comparison
NorthShore Global Uranium Mining ETF (URNM) and SPDR S&P Semiconductor ETF (XSD) have volatilities of 10.16% and 10.26%, 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.