Compare · 2 funds side by side · dividends reinvested

JPUS and NRGU

JPUSJ.P. Morgan×NRGUREX Microsectors×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,521JPUS · best of the two

02 / 04

JPUS and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return U.S. Equity ETFUS Stock Styles · Large cap0.18%2.02%+15.2%+19.0%+18.1%+9.2%−6.9%10.4%$465M1.3

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+171.5%+172.6%[…][…]−43.9%85.9%$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 5, 2026 · returns include dividends · since: JPUS 2015 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Diversified Return U.S. Equity ETF · $465M$15,521

JPUS

NRGU

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

$10,000 five years ago, dividends reinvested

JPUSMeasureNRGU

+15.2%Year to dateJan 1 → Nov 5+171.5%

+19.0%1 yearTotal return+172.6%

+18.1%3 years · per year$10,000 became $16,465 · […][…]

+9.2%5 years · per year$10,000 became $15,521 · […][…]

0.18%Expense ratio$18 · $95 a year on $10k · lower is better0.95%

2.02%Trailing 12-mo yield$202 · $0 a year on $10k0.00%

−6.9%Worst dropSmaller is better−43.9%

10.4%VolatilityLower is calmer85.9%

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

4–2JPUS wins

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

More Ways to See the Pairs

JPUS vs NRGU: Top 5 Holdings

Today

JPUS

2.3%in top 5

NRGU

in top 5[…]

JPUSStockNRGU

0.5%EXELnot top 5

0.5%HSTnot top 5

0.5%WSMnot top 5

0.5%PMnot top 5

0.5%GILDnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JPUS vs NRGU Returns, Every Period

J.P. MorganJPUS

+19.0%

past year

NRGUREX Microsectors

+172.6%

past year

JPUSNRGUFaded: behind in that period

0–2NRGU wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JPUS vs NRGU

YTD

J.P. MorganJPUS

+15.2%

NRGUREX Microsectors

+171.5%

+15.2%Year to date+171.5%

−6.9%Worst drop · 1Y−43.9%

10.4%Volatility · 1Y85.9%

2.0%Yield0.0%

$465MAssets$92.3M

3–1JPUS wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPUS, NRGU

Today

0.18%lowest, JPUS

FundExpense ratioFee$10k

JPUS0.18%$18

NRGU0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JPUS, NRGU

2.02%highest, JPUS

FundTrailing yieldYield$10k

JPUS2.02%$202

NRGU0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$184most kept, JPUS

JPUS$202 − $18 = $184

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JPUS, NRGU

Today

[…]holdings […]

JPUSNRGU

JPUS—[…]

NRGU[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+172.6%NRGU, at 85.9% volatility

JPUSWorst drop−6.9%10.4% vol

NRGUWorst drop−43.9%85.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JPUSNRGU

+15.2%Year to date+171.5%

2.0%Yield0.0%

+19.0%Past year+172.6%

0.18%Fee0.95%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026