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UX vs NDAA

Comparison between ROUNDHILL URANIUM ETF (UX, ETF) and NED DAVIS RESEARCH 360 DYNAMIC ALLOCATION ETF (NDAA, ETF).

UX vs NDAA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UX
$4.40M
Winner
NDAA
$4.50M
Expense Ratio
UX
0.77%
Winner
NDAA
0.65%
Max Drawdown
UX
26.11%
Winner
NDAA
13.85%
Sharpe Ratio
UX
0.33
Winner
NDAA
1.30
5Y Beta
UX
0.77
Winner
NDAA
0.64

UX vs NDAA - Holdings Comparison

UX and NDAA have 1 common holdings. Overlap is 0.45%

UX's top 25 holdings weight is 3.45%. NDAA's top 25 holdings weight is 100.04%.

RankUXNDAA
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 3.45%
ISHARES CORE MSCI EAFE ETF (IEFA) - 14.08%
#2N/A
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 13.77%
#3N/A
ISHARES CORE S&P US VALUE ETF (IUSV) - 10.14%
#4N/A
VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 9.50%
#5N/A
ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 9.44%
#6N/A
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 9.38%
#7N/A
VANGUARD SHORT-TERM TREASURY ETF (VGSH) - 9.32%
#8N/A
VANGUARD S&P 500 ETF (VOO) - 6.84%
#9N/A
SPDR® BLMBG 1-3 MTH T-BILL ETF (BIL) - 6.53%
#10N/A
VANGUARD GROWTH ETF (VUG) - 5.40%
#11N/A
ISHARES CORE S&P SMALL-CAP ETF (IJR) - 5.19%
#12N/A
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.45%
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings112

UX vs NDAA - Historical Returns

Returns include dividend reinvestment.

1M
UX
-1.85%
Winner
NDAA
+0.09%
3M
UX
-11.69%
Winner
NDAA
+3.98%
6M
UX
-18.97%
Winner
NDAA
+7.55%
1Y
UX
+9.80%
Winner
NDAA
+19.40%
Max(CAGR)
UX
+4.77%
Winner
NDAA
+12.90%

UX vs NDAA - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearUXNDAA
2026-9.15%+9.28%
2025+15.77%+14.08%
2024N/A-1.24%

UX vs NDAA Drawdown Comparison

The maximum drawdown for UX was -26.11%, occurring on Jul 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for NDAA was -13.50%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The current UX drawdown is -25.15%. The current NDAA drawdown is -1.51%.

RankUXNDAA
#1-26.11%
Jan 28, 2026 - Jul 20, 2026
-13.50%
Feb 19, 2025 - Jul 3, 2025
#2-22.92%
Feb 4, 2025 - May 23, 2025
-7.62%
Feb 25, 2026 - Apr 16, 2026
#3-15.03%
Jun 27, 2025 - Sep 22, 2025
-4.17%
Jun 2, 2026 - Jun 10, 2026
#4-14.34%
Sep 26, 2025 - Jan 12, 2026
-4.15%
Oct 28, 2025 - Dec 23, 2025
#5-6.51%
May 23, 2025 - Jun 12, 2025
-3.75%
Dec 11, 2024 - Feb 18, 2025
#6-4.71%
Jan 23, 2026 - Jan 28, 2026
-2.89%
Oct 6, 2025 - Oct 20, 2025
#7-1.34%
Jan 30, 2025 - Feb 4, 2025
-2.83%
Nov 7, 2024 - Nov 29, 2024
#8-1.25%
Jun 23, 2025 - Jun 26, 2025
-2.60%
Jul 23, 2025 - Aug 12, 2025
#9-0.91%
Jan 15, 2026 - Jan 21, 2026
-2.59%
Jan 29, 2026 - Feb 11, 2026
#10-0.85%
Jan 12, 2026 - Jan 14, 2026
-2.18%
Oct 18, 2024 - Nov 6, 2024
#11-0.83%
Jun 12, 2025 - Jun 16, 2025
-1.69%
May 14, 2026 - May 26, 2026
#12-0.51%
Jun 18, 2025 - Jun 23, 2025
-1.49%
Jan 12, 2026 - Jan 22, 2026
#13-0.25%
Sep 22, 2025 - Sep 24, 2025
-1.25%
Feb 11, 2026 - Feb 20, 2026
#14-0.04%
Jun 16, 2025 - Jun 18, 2025
-1.18%
Aug 13, 2025 - Aug 22, 2025
#15N/A-1.12%
Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between UX and NDAA is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69
-101

Dividend Comparison (2024 - 2025)

UX vs NDAA dividend yield comparison.

YearUXNDAA
20251.48%2.71%
20240.00%0.83%

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