Compare · 2 funds side by side · dividends reinvested

CFA and NRGU

CFAVictoryShares×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,893CFA · best of the two

02 / 04

CFA and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VictoryShares US 500 Volatility Wtd ETFUS Stock Styles · Large cap0.38%1.19%+14.3%+16.6%+18.0%+8.3%−7.1%10.6%$538M1.3

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+191.2%+179.7%[…][…]−43.9%85.7%$92M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CFA 2014 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

VictoryShares US 500 Volatility Wtd ETF · $538M$14,893

CFA

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN · $92M[…]

$10,000 five years ago, dividends reinvested

CFAMeasureNRGU

+14.3%Year to dateJan 1 → Nov 4+191.2%

+16.6%1 yearTotal return+179.7%

+18.0%3 years · per year$10,000 became $16,423 · […][…]

+8.3%5 years · per year$10,000 became $14,893 · […][…]

0.38%Expense ratio$38 · $95 a year on $10k · lower is better0.95%

1.19%Trailing 12-mo yield$119 · $0 a year on $10k0.00%

−7.1%Worst dropSmaller is better−43.9%

10.6%VolatilityLower is calmer85.7%

CFANRGU Winner of the row, in its colourEach row: the bigger of the two fills its side

4–2CFA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CFA vs NRGU: Top 5 Holdings

Today

CFA

2.1%in top 5

NRGU

in top 5[…]

CFAStockNRGU

0.5%BRK-Bnot top 5

0.4%WECnot top 5

0.4%ATOnot top 5

0.4%DUKnot top 5

0.4%EDnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

CFA vs NRGU Returns, Every Period

VictorySharesCFA

+16.6%

past year

NRGUREX Microsectors

+179.7%

past year

CFANRGUFaded: behind in that period

0–2NRGU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CFA vs NRGU

YTD

VictorySharesCFA

+14.3%

NRGUREX Microsectors

+191.2%

+14.3%Year to date+191.2%

−7.1%Worst drop · 1Y−43.9%

10.6%Volatility · 1Y85.7%

1.2%Yield0.0%

$538MAssets$92.3M

3–1CFA wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CFA, NRGU

Today

0.38%lowest, CFA

FundExpense ratioFee$10k

CFA0.38%$38

NRGU0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CFA, NRGU

1.19%highest, CFA

FundTrailing yieldYield$10k

CFA1.19%$119

NRGU0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$81most kept, CFA

CFA$119 − $38 = $81

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CFA, NRGU

Today

[…]holdings […]

CFANRGU

CFA—[…]

NRGU[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+179.7%NRGU, at 85.7% volatility

CFAWorst drop−7.1%10.6% vol

NRGUWorst drop−43.9%85.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

CFANRGU

+14.3%Year to date+191.2%

1.2%Yield0.0%

+16.6%Past year+179.7%

0.38%Fee0.95%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026