NRSH vs. NANR - ETF Comparison
NRSH - Aztlan North America Nearshoring Stock Selection ETF
The Aztlan North America Nearshoring Stock Selection ETF is an equity fund that tracks the Aztlan North America Nearshoring Price Return Index, providing investors with broad exposure to the North American market. The fund employs a multi-factor strategy, focusing on liquidity-weighted holdings to achieve its investment objectives.
NANR - SPDR S&P North American Natural Resources ETF
The SPDR S&P North American Natural Resources ETF tracks the S&P BMI North American Natural Resources Index, providing exposure to a diversified portfolio of large-cap companies in the natural resources sector in North America.
| NRSH | NANR | |
|---|---|---|
| Fund Name | Aztlan North America Nearshoring Stock Selection ETF | SPDR S&P North American Natural Resources ETF |
| Fund Provider | Tidal Investments LLC | State Street |
| Index | Aztlan North America Nearshoring Price Return Index - Benchmark Price Return | S&P BMI North American Natural Resources Index |
| Asset Class | Equity | Equity |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.75% | 0.35% |
| Inception Date | 2023-11-29 | 2015-12-15 |
| Number Of Holdings | 32 | 34 |
| Currency | USD | USD |
| Region | North America | North America |
| Investment Style | Blend | Blend |
| Market Cap | Blend | Large-Cap |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.