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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
$2.40M
Winner
SPY
$735B
Expense Ratio
NUKX
1.07%
Winner
SPY
0.09%
Max Drawdown
Winner
NUKX
21.19%
SPY
56.47%
Sharpe Ratio
NUKX
-0.88
Winner
SPY
1.62
5Y Beta
NUKX
2.53
Winner
SPY
1.00
P/E Ratio
Winner
NUKX
-282.56
SPY
28.99
Forward P/E
NUKX
N/A
SPY
22.37
5Y Dividends CAGR
NUKX
N/A
SPY
5.43%
5Y EPS CAGR
NUKX
N/A
SPY
26.05%
Debt to Equity
NUKX
89.47%
Winner
SPY
32.40%
P/S Ratio
NUKX
N/A
SPY
3.74
P/B Ratio
Winner
NUKX
3.15
SPY
5.61

NUKX vs SPY - Holdings Comparison

NUKX and SPY have 7 common holdings. Overlap is -1.07%

NUKX's top 25 holdings weight is 110.96%. SPY's top 25 holdings weight is 52.37%.

RankNUKXSPY
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 50.36%
NVIDIA CORP (NVDA) - 8.10%
#2
NEXTERA ENERGY INC (NEE) - 4.94%
APPLE INC (AAPL) - 7.02%
#3
DOMINION ENERGY INC (D) - 4.75%
MICROSOFT CORP (MSFT) - 4.79%
#4
LIGHTBRIDGE CORP (LTBR) - 4.74%
AMAZON.COM INC (AMZN) - 4.02%
#5
CENTRUS ENERGY CORP CLASS A (LEU) - 4.72%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CONSTELLATION ENERGY CORP (CEG) - 4.65%
BROADCOM INC (AVGO) - 3.10%
#7
DUKE ENERGY CORP (DUK) - 4.61%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
VISTRA CORP (VST) - 4.51%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
URANIUM ENERGY CORP (UEC) - 4.39%
TESLA INC (TSLA) - 1.89%
#10
ENERGY FUELS INC (UUUU) - 4.27%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
NUSCALE POWER CORP CLASS A (SMR) - 4.25%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
NANO NUCLEAR ENERGY INC (NNE) - 3.89%
ELI LILLY AND CO (LLY) - 1.31%
#13
CASH OFFSET (n/a) - 1.96%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
UX 06/18/2026 31.01 C (n/a) - 1.83%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
OTHER ASSETS AND LIABILITIES (n/a) - 1.39%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GE VERNOVA INC (GEV) - 1.21%
INTEL CORP (INTC) - 0.90%
#17
URA US 05/15/26 C56 (n/a) - 0.94%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
OKLO US 05/15/26 C74 (n/a) - 0.85%
VISA INC CLASS A (V) - 0.85%
#19
NXE US 05/15/26 C12 (n/a) - 0.60%
WALMART INC (WMT) - 0.81%
#20
CAMECO CORP (n/a) - 0.45%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
SMR US 05/08/26 P11.5 (n/a) - 0.36%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
GEV US 05/15/26 C1120 (n/a) - 0.34%
CATERPILLAR INC (CAT) - 0.66%
#23
NNE US 05/15/26 P21 (n/a) - 0.33%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CCJ US 05/15/26 C122 (n/a) - 0.32%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
OKLO US 05/08/26 P65 (n/a) - 0.30%
ABBVIE INC (ABBV) - 0.58%
Total Holdings65505

NUKX vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
NUKX
-15.42%
Winner
SPY
+1.90%
3M
NUKX
-11.62%
Winner
SPY
+8.55%
6M
NUKX
N/A
SPY
+8.18%
1Y
NUKX
N/A
SPY
+25.79%
5Y(CAGR)
NUKX
N/A
SPY
+13.32%
10Y(CAGR)
NUKX
N/A
SPY
+15.19%
Max(CAGR)
NUKX
-43.18%
Winner
SPY
+8.47%

NUKX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUKXSPY
2026-13.54%+8.26%
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 -20.46%, occurring on Jun 5, 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 -20.46%. The current SPY drawdown is -2.90%.

RankNUKXSPY
#1-20.46%
May 6, 2026 - Jun 5, 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
20264.22%0.24%
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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