Compare · 2 funds side by side · dividends reinvested

DEMZ and NRGU

DEMZRAM×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,912DEMZ · best of the two

02 / 04

DEMZ and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Democratic Large Cap Core ETFUS Stock Styles · Large cap0.45%0.86%+13.8%+13.7%+24.7%+12.4%−12.3%14.8%$69M1.3

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: DEMZ 2020 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

Democratic Large Cap Core ETF · $69M$17,912

DEMZ

NRGU

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

$10,000 five years ago, dividends reinvested

DEMZMeasureNRGU

+13.8%Year to dateJan 1 → Nov 4+191.2%

+13.7%1 yearTotal return+179.7%

+24.7%3 years · per year$10,000 became $19,377 · […][…]

+12.4%5 years · per year$10,000 became $17,912 · […][…]

0.45%Expense ratio$45 · $95 a year on $10k · lower is better0.95%

0.86%Trailing 12-mo yield$86 · $0 a year on $10k0.00%

−12.3%Worst dropSmaller is better−43.9%

14.8%VolatilityLower is calmer85.7%

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

4–2DEMZ wins

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

More Ways to See the Pairs

DEMZ vs NRGU: Top 5 Holdings

Today

DEMZ

24.0%in top 5

NRGU

in top 5[…]

DEMZStockNRGU

5.2%MSFTnot top 5

4.9%AAPLnot top 5

4.8%Lnot top 5

4.7%NVDAnot top 5

4.5%COSTnot top 5

Held in common[…]

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

DEMZ vs NRGU Returns, Every Period

RAMDEMZ

+13.7%

past year

NRGUREX Microsectors

+179.7%

past year

DEMZNRGUFaded: behind in that period

0–2NRGU wins

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

DEMZ vs NRGU

YTD

RAMDEMZ

+13.8%

NRGUREX Microsectors

+191.2%

+13.8%Year to date+191.2%

−12.3%Worst drop · 1Y−43.9%

14.8%Volatility · 1Y85.7%

0.9%Yield0.0%

$69.2MAssets$92.3M

3–1DEMZ wins

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

Cost, Income and Risk

Fees: DEMZ, NRGU

Today

0.45%lowest, DEMZ

FundExpense ratioFee$10k

DEMZ0.45%$45

NRGU0.95%$95

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

Yields: DEMZ, NRGU

0.86%highest, DEMZ

FundTrailing yieldYield$10k

DEMZ0.86%$86

NRGU0.00%$0

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

Income After Fees on $10,000

$41most kept, DEMZ

DEMZ$86 − $45 = $41

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: DEMZ, NRGU

Today

[…]holdings […]

DEMZNRGU

DEMZ—[…]

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

DEMZWorst drop−12.3%14.8% 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

DEMZNRGU

+13.8%Year to date+191.2%

0.9%Yield0.0%

+13.7%Past year+179.7%

0.45%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