Compare · 2 funds side by side · dividends reinvested

IEZ and NRGU

IEZiShares×NRGUREX Microsectors×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,173IEZ · best of the two

02 / 04

IEZ and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Oil Equipment & Services ETFUS Stock Styles · Large cap0.37%1.34%+18.8%+22.1%+4.2%+12.7%−25.9%30.4%$344M1.3

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+172.8%+176.3%[…][…]−43.9%85.9%$71M1.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: IEZ 2006 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Oil Equipment & Services ETF · $344M$18,173

IEZ

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN · $71M[…]

$10,000 five years ago, dividends reinvested

IEZMeasureNRGU

+18.8%Year to dateJan 1 → Nov 6+172.8%

+22.1%1 yearTotal return+176.3%

+4.2%3 years · per year$10,000 became $11,323 · […][…]

+12.7%5 years · per year$10,000 became $18,173 · […][…]

0.37%Expense ratio$37 · $95 a year on $10k · lower is better0.95%

1.34%Trailing 12-mo yield$134 · $0 a year on $10k0.00%

−25.9%Worst dropSmaller is better−43.9%

30.4%VolatilityLower is calmer85.9%

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

4–2IEZ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IEZ vs NRGU: Top 5 Holdings

Today

IEZ

58.6%in top 5

NRGU

in top 5[…]

IEZStockNRGU

24.9%SLBnot top 5

20.5%BKRnot top 5

4.9%HALnot top 5

4.5%FTInot top 5

3.8%NOVnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IEZ vs NRGU Returns, Every Period

iSharesIEZ

+22.1%

past year

NRGUREX Microsectors

+176.3%

past year

IEZNRGUFaded: behind in that period

0–2NRGU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

IEZ vs NRGU

YTD

iSharesIEZ

+18.8%

NRGUREX Microsectors

+172.8%

+18.8%Year to date+172.8%

−25.9%Worst drop · 1Y−43.9%

30.4%Volatility · 1Y85.9%

1.3%Yield0.0%

$344MAssets$71.4M

3–1IEZ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IEZ, NRGU

Today

0.37%lowest, IEZ

FundExpense ratioFee$10k

IEZ0.37%$37

NRGU0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IEZ, NRGU

1.34%highest, IEZ

FundTrailing yieldYield$10k

IEZ1.34%$134

NRGU0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$97most kept, IEZ

IEZ$134 − $37 = $97

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IEZ, NRGU

Today

[…]holdings […]

IEZNRGU

IEZ—[…]

NRGU[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+176.3%NRGU, at 85.9% volatility

IEZWorst drop−25.9%30.4% vol

NRGUWorst drop−43.9%85.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IEZNRGU

+18.8%Year to date+172.8%

1.3%Yield0.0%

+22.1%Past year+176.3%

0.37%Fee0.95%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026