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NUKX vs SPY

Comparison between NICHOLAS NUCLEAR INCOME ETF (NUKX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

NUKX vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUKX
$6.80M
Winner
SPY
$781B
Expense Ratio
NUKX
1.07%
Winner
SPY
0.09%
Max Drawdown
Winner
NUKX
31.68%
SPY
56.47%
Sharpe Ratio
NUKX
-0.98
Winner
SPY
1.12
5Y Beta
NUKX
2.43
Winner
SPY
1.00
P/E Ratio
Winner
NUKX
-96.34
SPY
28.53
Forward P/E
NUKX
N/A
SPY
21.47
5Y Dividends CAGR
NUKX
N/A
SPY
6.00%
5Y EPS CAGR
NUKX
N/A
SPY
25.58%
Debt to Equity
NUKX
76.02%
Winner
SPY
32.09%
P/S Ratio
NUKX
5.83
Winner
SPY
3.75
P/B Ratio
Winner
NUKX
2.94
SPY
5.64

NUKX vs SPY - Holdings Comparison

NUKX and SPY have 7 common holdings. Overlap is -1.05%

NUKX's top 25 holdings weight is 109.62%. SPY's top 25 holdings weight is 51.74%.

RankNUKXSPY
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 15.82%
NVIDIA CORP (NVDA) - 7.89%
#2
GLOBAL X URANIUM ETF (URA) - 12.24%
APPLE INC (AAPL) - 7.37%
#3
GE VERNOVA INC (GEV) - 7.31%
MICROSOFT CORP (MSFT) - 4.50%
#4
DOMINION ENERGY INC (D) - 6.19%
AMAZON.COM INC (AMZN) - 3.82%
#5
DUKE ENERGY CORP (DUK) - 5.49%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
NEXTERA ENERGY INC (NEE) - 5.36%
BROADCOM INC (AVGO) - 2.86%
#7
VISTRA CORP (VST) - 5.22%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
OKLO INC CLASS A SHARES (OKLO) - 4.69%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
CENTRUS ENERGY CORP CLASS A (LEU) - 4.60%
TESLA INC (TSLA) - 1.70%
#10
CAMECO CORP (n/a) - 4.46%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NUSCALE POWER CORP CLASS A (SMR) - 4.40%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NANO NUCLEAR ENERGY INC (NNE) - 4.29%
ELI LILLY AND CO (LLY) - 1.40%
#13
CONSTELLATION ENERGY CORP (CEG) - 4.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
NEXGEN ENERGY LTD (NXE) - 4.10%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
LIGHTBRIDGE CORP (LTBR) - 3.93%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
URANIUM ENERGY CORP (UEC) - 3.87%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ENERGY FUELS INC (UUUU) - 3.50%
VISA INC CLASS A (V) - 0.90%
#18
OTHER ASSETS AND LIABILITIES (n/a) - 3.47%
WALMART INC (WMT) - 0.76%
#19
UX 09/18/2026 28.01 C (n/a) - 2.66%
INTEL CORP (INTC) - 0.75%
#20
CASH OFFSET (n/a) - 2.30%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
UUUU US 07/02/26 P15 (n/a) - 0.34%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
CEG US 07/10/26 P250 (n/a) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
NNE US 07/10/26 P19 (n/a) - 0.32%
ABBVIE INC (ABBV) - 0.66%
#24
CCJ US 07/10/26 P100 (n/a) - 0.30%
CATERPILLAR INC (CAT) - 0.65%
#25
OKLO US 07/10/26 P48 (n/a) - 0.28%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings58505

NUKX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NUKX
-9.73%
Winner
SPY
+0.63%
3M
NUKX
-23.47%
Winner
SPY
+4.46%
6M
NUKX
N/A
SPY
+7.67%
1Y
NUKX
N/A
SPY
+17.68%
5Y(CAGR)
NUKX
N/A
SPY
+12.42%
10Y(CAGR)
NUKX
N/A
SPY
+14.84%
Max(CAGR)
NUKX
-43.01%
Winner
SPY
+8.44%

NUKX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUKXSPY
2026-19.64%+8.63%
2025N/A+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

NUKX vs SPY Drawdown Comparison

The maximum drawdown for NUKX was -30.06%, occurring on Jul 16, 2026. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NUKX drawdown is -26.07%. The current SPY drawdown is -2.57%.

RankNUKXSPY
#1-30.06%
May 6, 2026 - Jul 16, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-14.64%
Mar 4, 2026 - Apr 17, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.50%
Apr 27, 2026 - May 6, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.17%
Apr 20, 2026 - Apr 22, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.19%
Apr 22, 2026 - Apr 27, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NUKX and SPY is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14
-101

Dividend Comparison (1999 - 2026)

NUKX vs SPY dividend yield comparison.

YearNUKXSPY
20266.34%0.50%
20250.00%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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