NUGO vs SPY
Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NUGO, delivering a return of +13.3% compared to +13.2%
NUGO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUGO
$2.50B
Winner
SPY
$652B
Expense Ratio
NUGO
0.56%
Winner
SPY
0.09%
Max Drawdown
Winner
NUGO
38.01%
SPY
56.47%
Sharpe Ratio
NUGO
1.55
Winner
SPY
2.07
5Y Beta
NUGO
1.27
Winner
SPY
1.00
P/E Ratio
NUGO
38.05
Winner
SPY
28.24
Forward P/E
NUGO
29.90
Winner
SPY
21.85
PEG Ratio
NUGO
0.56
SPY
N/A
5Y Dividends CAGR
NUGO
N/A
SPY
5.43%
5Y EPS CAGR
Winner
NUGO
38.50%
SPY
25.79%
Debt to Equity
NUGO
28.90%
Winner
SPY
22.35%
P/S Ratio
NUGO
9.98
Winner
SPY
3.55
P/B Ratio
NUGO
13.66
Winner
SPY
5.29
NUGO vs SPY - Holdings Comparison
NUGO and SPY have 42 common holdings. Overlap is 44.32%
NUGO's top 25 holdings weight is 89.21%. SPY's top 25 holdings weight is 51.32%.
| Rank | NUGO | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.04% | NVIDIA CORP (NVDA) - 8.45% |
| #2 | MICROSOFT CORP (MSFT) - 9.56% | APPLE INC (AAPL) - 6.48% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 9.30% | MICROSOFT CORP (MSFT) - 5.20% |
| #4 | APPLE INC (AAPL) - 9.06% | AMAZON.COM INC (AMZN) - 4.14% |
| #5 | AMAZON.COM INC (AMZN) - 7.51% | ALPHABET INC CLASS A (GOOGL) - 3.32% |
| #6 | BROADCOM INC (AVGO) - 7.38% | BROADCOM INC (AVGO) - 3.09% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.31% | ALPHABET INC CLASS C (GOOG) - 2.65% |
| #8 | ELI LILLY AND CO (LLY) - 3.29% | META PLATFORMS INC CLASS A (META) - 2.40% |
| #9 | ARISTA NETWORKS INC (ANET) - 2.39% | TESLA INC (TSLA) - 1.73% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.17% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.43% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.96% | JPMORGAN CHASE & CO (JPM) - 1.37% |
| #12 | GE VERNOVA INC (GEV) - 1.94% | ELI LILLY AND CO (LLY) - 1.13% |
| #13 | GE AEROSPACE (GE) - 1.73% | EXXON MOBIL CORP (XOM) - 1.03% |
| #14 | WESTERN DIGITAL CORP (WDC) - 1.57% | MICRON TECHNOLOGY INC (MU) - 0.93% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.39% | WALMART INC (WMT) - 0.91% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.38% | JOHNSON & JOHNSON (JNJ) - 0.90% |
| #17 | TESLA INC (TSLA) - 1.37% | ADVANCED MICRO DEVICES INC (AMD) - 0.86% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.32% | VISA INC CLASS A (V) - 0.85% |
| #19 | INTUITIVE SURGICAL INC (ISRG) - 1.14% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | BOOKING HOLDINGS INC (BKNG) - 1.14% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #21 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.11% | INTEL CORP (INTC) - 0.65% |
| #22 | EATON CORP PLC (ETN) - 1.07% | NETFLIX INC (NFLX) - 0.64% |
| #23 | AMPHENOL CORP CLASS A (APH) - 1.05% | CATERPILLAR INC (CAT) - 0.62% |
| #24 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.02% | CHEVRON CORP (CVX) - 0.58% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 1.01% | PROCTER & GAMBLE CO (PG) - 0.57% |
| Total Holdings | 46 | 505 |
NUGO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUGO
+12.95%
SPY
+9.11%
3M
Winner
NUGO
+10.78%
SPY
+6.59%
6M
NUGO
+7.53%
Winner
SPY
+10.56%
1Y
Winner
NUGO
+34.42%
SPY
+32.04%
5Y(CAGR)
NUGO
+13.20%
Winner
SPY
+13.35%
10Y(CAGR)
NUGO
N/A
SPY
+15.49%
Max(CAGR)
Winner
NUGO
+13.20%
SPY
+8.50%
NUGO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NUGO | SPY |
|---|---|---|
| 2026 | +7.41% | +8.27% |
| 2025 | +14.52% | +18.00% |
| 2024 | +37.96% | +25.59% |
| 2023 | +46.20% | +26.72% |
| 2022 | -33.54% | -18.64% |
| 2021 | +7.78% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NUGO vs SPY Drawdown Comparison
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | NUGO | SPY |
|---|---|---|
| #1 | -38.01% Nov 19, 2021 - Jan 24, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.12% Dec 16, 2024 - Jul 3, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -17.54% Oct 29, 2025 - May 6, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.99% Jul 10, 2024 - Oct 21, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.37% Mar 22, 2024 - May 15, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.73% Oct 22, 2024 - Nov 6, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.59% Feb 9, 2024 - Feb 22, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.39% Oct 9, 2025 - Oct 24, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.23% Aug 12, 2025 - Sep 8, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.08% Nov 12, 2024 - Dec 2, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.95% May 28, 2024 - Jun 5, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.73% Jan 29, 2024 - Feb 2, 2024 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.66% Jun 18, 2024 - Jul 3, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.46% Mar 7, 2024 - Mar 20, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.45% Oct 1, 2021 - Oct 7, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NUGO and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
NUGO vs SPY dividend yield comparison.
| Year | NUGO | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.19% | 1.40% |
| 2022 | 0.26% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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