Compare IVVM and NRGU

IVVM and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+9.0%+10.1%+15.9%[…]−5.3%7.5%$197M1.3

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+191.2%+179.7%[…][…]−43.9%85.7%$96M1.7

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: IVVM 2023 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Large Cap Moderate Quarterly Laddered ETF · $197M[…]

IVVM

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN · $96M[…]

$10,000 five years ago, dividends reinvested

IVVMMeasureNRGU

+9.0%Year to dateJan 1 → Nov 4+191.2%

+10.1%1 yearTotal return+179.7%

+15.9%3 years · per year$10,000 became $15,560 · […][…]

[…]5 years · per year[…]

0.53%Expense ratio$53 · $95 a year on $10k · lower is better0.95%

0.63%Trailing 12-mo yield$63 · $0 a year on $10k0.00%

−5.3%Worst dropSmaller is better−43.9%

7.5%VolatilityLower is calmer85.7%

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

4–2IVVM wins

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

More Ways to See the Pairs

IVVM vs NRGU: Top 5 Holdings

Today

IVVM

98.5%in top 5

NRGU

in top 5[…]

IVVMStockNRGU

98.5%IVVnot top 5

Held in common[…]

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

IVVM vs NRGU Returns, Every Period

1Y

iSharesIVVM

+10.1%

past year

NRGUREX Microsectors

+179.7%

past year

IVVMNRGUFaded: behind in that period

0–2NRGU wins

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

IVVM vs NRGU

YTD

iSharesIVVM

+9.0%

NRGUREX Microsectors

+191.2%

+9.0%Year to date+191.2%

−5.3%Worst drop · 1Y−43.9%

7.5%Volatility · 1Y85.7%

0.6%Yield0.0%

$197MAssets$96.0M

3–1IVVM wins

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

Cost, Income and Risk

Fees: IVVM, NRGU

Today

0.53%lowest, IVVM

FundExpense ratioFee$10k

IVVM0.53%$53

NRGU0.95%$95

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

Yields: IVVM, NRGU

1Y

0.63%highest, IVVM

FundTrailing yieldYield$10k

IVVM0.63%$63

NRGU0.00%$0

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

Income After Fees on $10,000

1Y

$10most kept, IVVM

IVVM$63 − $53 = $10

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: IVVM, NRGU

Today

[…]holdings […]

IVVMNRGU

IVVM—[…]

NRGU[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+179.7%NRGU, at 85.7% volatility

IVVMWorst drop−5.3%7.5% 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

IVVMNRGU

+9.0%Year to date+191.2%

0.6%Yield0.0%

+10.1%Past year+179.7%

0.53%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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026