Compare · 2 funds side by side · dividends reinvested

LCTU and NRGU

LCTUiShares×NRGUREX Microsectors×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,938LCTU · best of the two

02 / 04

LCTU and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Carbon Transition Readiness Aware Active ETFUS Stock Styles · Large cap0.30%0.96%+11.6%+11.5%+23.3%+11.1%−9.4%13.0%$1.2B1.3

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: LCTU 2021 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Carbon Transition Readiness Aware Active ETF · $1.2B$16,938

LCTU

NRGU

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

$10,000 five years ago, dividends reinvested

LCTUMeasureNRGU

+11.6%Year to dateJan 1 → Nov 4+191.2%

+11.5%1 yearTotal return+179.7%

+23.3%3 years · per year$10,000 became $18,730 · […][…]

+11.1%5 years · per year$10,000 became $16,938 · […][…]

0.30%Expense ratio$30 · $95 a year on $10k · lower is better0.95%

0.96%Trailing 12-mo yield$96 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better−43.9%

13.0%VolatilityLower is calmer85.7%

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

4–2LCTU wins

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

More Ways to See the Pairs

LCTU vs NRGU: Top 5 Holdings

Today

LCTU

24.9%in top 5

NRGU

in top 5[…]

LCTUStockNRGU

7.4%NVDAnot top 5

7.3%AAPLnot top 5

5.1%MSFTnot top 5

3.1%AMZNnot top 5

2.1%METAnot top 5

Held in common[…]

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

LCTU vs NRGU Returns, Every Period

iSharesLCTU

+11.5%

past year

NRGUREX Microsectors

+179.7%

past year

LCTUNRGUFaded: behind in that period

0–2NRGU wins

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

LCTU vs NRGU

YTD

iSharesLCTU

+11.6%

NRGUREX Microsectors

+191.2%

+11.6%Year to date+191.2%

−9.4%Worst drop · 1Y−43.9%

13.0%Volatility · 1Y85.7%

1.0%Yield0.0%

$1.2BAssets$92.3M

3–1LCTU wins

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

Cost, Income and Risk

Fees: LCTU, NRGU

Today

0.30%lowest, LCTU

FundExpense ratioFee$10k

LCTU0.30%$30

NRGU0.95%$95

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

Yields: LCTU, NRGU

0.96%highest, LCTU

FundTrailing yieldYield$10k

LCTU0.96%$96

NRGU0.00%$0

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

Income After Fees on $10,000

$66most kept, LCTU

LCTU$96 − $30 = $66

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: LCTU, NRGU

Today

[…]holdings […]

LCTUNRGU

LCTU—[…]

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

LCTUWorst drop−9.4%13.0% 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

LCTUNRGU

+11.6%Year to date+191.2%

1.0%Yield0.0%

+11.5%Past year+179.7%

0.30%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