NUGO vs SPYX
Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceNUGO has outperformed SPYX, delivering a return of +13.2% compared to +12.9%
NUGO vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUGO
$2.60B
Winner
SPYX
$2.70B
Expense Ratio
NUGO
0.50%
Winner
SPYX
0.20%
Max Drawdown
NUGO
38.01%
Winner
SPYX
33.23%
Sharpe Ratio
NUGO
0.76
Winner
SPYX
1.38
5Y Beta
NUGO
1.27
Winner
SPYX
0.99
P/E Ratio
NUGO
34.92
Winner
SPYX
26.44
Forward P/E
NUGO
26.69
Winner
SPYX
21.29
PEG Ratio
Winner
NUGO
0.10
SPYX
0.33
5Y Dividends CAGR
NUGO
N/A
SPYX
5.35%
5Y EPS CAGR
Winner
NUGO
39.98%
SPYX
26.21%
Debt to Equity
Winner
NUGO
39.24%
SPYX
48.56%
P/S Ratio
NUGO
10.08
Winner
SPYX
3.75
P/B Ratio
NUGO
13.28
Winner
SPYX
5.70
NUGO vs SPYX - Holdings Comparison
NUGO and SPYX have 42 common holdings. Overlap is 45.56%
NUGO's top 25 holdings weight is 85.34%. SPYX's top 25 holdings weight is 52.72%.
| Rank | NUGO | SPYX |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.12% | NVIDIA CORP (NVDA) - 7.93% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 11.58% | APPLE INC (AAPL) - 7.73% |
| #3 | APPLE INC (AAPL) - 9.12% | MICROSOFT CORP (MSFT) - 4.81% |
| #4 | BROADCOM INC (AVGO) - 6.78% | AMAZON.COM INC (AMZN) - 3.94% |
| #5 | MICROSOFT CORP (MSFT) - 4.87% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | ELI LILLY AND CO (LLY) - 3.85% | BROADCOM INC (AVGO) - 2.88% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.24% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | APPLIED MATERIALS INC (AMAT) - 3.21% | META PLATFORMS INC CLASS A (META) - 2.28% |
| #9 | TESLA INC (TSLA) - 3.07% | TESLA INC (TSLA) - 1.68% |
| #10 | AMAZON.COM INC (AMZN) - 3.02% | MICRON TECHNOLOGY INC (MU) - 1.57% |
| #11 | WESTERN DIGITAL CORP (WDC) - 2.37% | ELI LILLY AND CO (LLY) - 1.46% |
| #12 | GE AEROSPACE (GE) - 1.91% | JPMORGAN CHASE & CO (JPM) - 1.46% |
| #13 | PALO ALTO NETWORKS INC (PANW) - 1.85% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #14 | ARISTA NETWORKS INC (ANET) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | GE VERNOVA INC (GEV) - 1.66% | VISA INC CLASS A (V) - 0.96% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.50% | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.45% | WALMART INC (WMT) - 0.79% |
| #18 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% | INTEL CORP (INTC) - 0.74% |
| #19 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% | ABBVIE INC (ABBV) - 0.72% |
| #20 | AMPHENOL CORP CLASS A (APH) - 1.37% | MASTERCARD INC CLASS A (MA) - 0.71% |
| #21 | META PLATFORMS INC CLASS A (META) - 1.18% | CISCO SYSTEMS INC (CSCO) - 0.70% |
| #22 | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% | COSTCO WHOLESALE CORP (COST) - 0.67% |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% | APPLIED MATERIALS INC (AMAT) - 0.67% |
| #24 | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% | BANK OF AMERICA CORP (BAC) - 0.64% |
| #25 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% | CATERPILLAR INC (CAT) - 0.64% |
| Total Holdings | 48 | 493 |
NUGO vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
NUGO
+2.23%
Winner
SPYX
+2.40%
3M
NUGO
+3.70%
Winner
SPYX
+5.33%
6M
Winner
NUGO
+15.26%
SPYX
+11.98%
1Y
NUGO
+16.57%
Winner
SPYX
+22.42%
5Y(CAGR)
Winner
NUGO
+13.18%
SPYX
+12.85%
10Y(CAGR)
NUGO
N/A
SPYX
+15.33%
Max(CAGR)
NUGO
+13.18%
Winner
SPYX
+14.83%
NUGO vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | NUGO | SPYX |
|---|---|---|
| 2026 | +10.65% | +12.75% |
| 2025 | +14.52% | +18.23% |
| 2024 | +37.96% | +26.04% |
| 2023 | +46.20% | +27.44% |
| 2022 | -33.54% | -19.97% |
| 2021 | +7.78% | +30.12% |
| 2020 | N/A | +18.84% |
| 2019 | N/A | +31.63% |
| 2018 | N/A | -4.86% |
| 2017 | N/A | +22.61% |
| 2016 | N/A | +12.60% |
| 2015 | N/A | -2.02% |
NUGO vs SPYX Drawdown Comparison
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current NUGO drawdown is -0.90%. The current SPYX drawdown is -0.36%.
| Rank | NUGO | SPYX |
|---|---|---|
| #1 | -38.01% Nov 19, 2021 - Jan 24, 2024 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -25.12% Dec 16, 2024 - Jul 3, 2025 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -17.54% Oct 29, 2025 - May 6, 2026 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -14.99% Jul 10, 2024 - Oct 21, 2024 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -9.87% Jun 2, 2026 - Jul 29, 2026 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -7.37% Mar 22, 2024 - May 15, 2024 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -3.73% Oct 22, 2024 - Nov 6, 2024 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -3.59% Feb 9, 2024 - Feb 22, 2024 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -3.39% Oct 9, 2025 - Oct 24, 2025 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -3.23% Aug 12, 2025 - Sep 8, 2025 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -3.08% Nov 12, 2024 - Dec 2, 2024 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -3.07% May 14, 2026 - May 28, 2026 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -2.95% May 28, 2024 - Jun 5, 2024 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -2.73% Jan 29, 2024 - Feb 2, 2024 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -2.66% Jun 18, 2024 - Jul 3, 2024 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between NUGO and SPYX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2015 - 2026)
NUGO vs SPYX dividend yield comparison.
| Year | NUGO | SPYX |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 0.00% | 0.91% |
| 2024 | 0.00% | 1.05% |
| 2023 | 0.19% | 1.21% |
| 2022 | 0.26% | 1.41% |
| 2021 | 0.00% | 1.04% |
| 2020 | 0.00% | 1.33% |
| 2019 | 0.00% | 1.56% |
| 2018 | 0.00% | 1.92% |
| 2017 | 0.00% | 1.68% |
| 2016 | 0.00% | 1.91% |
| 2015 | 0.00% | 0.16% |
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