Compare · 2 funds side by side · dividends reinvested

SIMS and NRGU

SIMSSPDR×NRGUREX Microsectors×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,482SIMS · best of the two

02 / 04

SIMS and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Kensho Intelligent Structures ETFUS Stock Styles · Large cap0.45%0.55%+9.3%−3.6%+18.2%+0.9%−15.6%23.0%$8M1.3

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: SIMS 2017 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Kensho Intelligent Structures ETF · $8M$10,482

SIMS

NRGU

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

$10,000 five years ago, dividends reinvested

SIMSMeasureNRGU

+9.3%Year to dateJan 1 → Nov 4+191.2%

−3.6%1 yearTotal return+179.7%

+18.2%3 years · per year$10,000 became $16,498 · […][…]

+0.9%5 years · per year$10,000 became $10,482 · […][…]

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

0.55%Trailing 12-mo yield$55 · $0 a year on $10k0.00%

−15.6%Worst dropSmaller is better−43.9%

23.0%VolatilityLower is calmer85.7%

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

4–2SIMS wins

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

More Ways to See the Pairs

SIMS vs NRGU: Top 5 Holdings

Today

SIMS

18.1%in top 5

NRGU

in top 5[…]

SIMSStockNRGU

3.8%ADTnot top 5

3.8%TTEKnot top 5

3.7%ALRMnot top 5

3.6%VLTOnot top 5

3.2%ITRInot top 5

Held in common[…]

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

SIMS vs NRGU Returns, Every Period

SPDRSIMS

−3.6%

past year

NRGUREX Microsectors

+179.7%

past year

SIMSNRGUFaded: behind in that period

0–2NRGU wins

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

SIMS vs NRGU

YTD

SPDRSIMS

+9.3%

NRGUREX Microsectors

+191.2%

+9.3%Year to date+191.2%

−15.6%Worst drop · 1Y−43.9%

23.0%Volatility · 1Y85.7%

0.5%Yield0.0%

$8.1MAssets$96.0M

3–1SIMS wins

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

Cost, Income and Risk

Fees: SIMS, NRGU

Today

0.45%lowest, SIMS

FundExpense ratioFee$10k

SIMS0.45%$45

NRGU0.95%$95

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

Yields: SIMS, NRGU

0.55%highest, SIMS

FundTrailing yieldYield$10k

SIMS0.55%$55

NRGU0.00%$0

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

Income After Fees on $10,000

$10most kept, SIMS

SIMS$55 − $45 = $10

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: SIMS, NRGU

Today

[…]holdings […]

SIMSNRGU

SIMS—[…]

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

SIMSWorst drop−15.6%23.0% 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

SIMSNRGU

+9.3%Year to date+191.2%

0.5%Yield0.0%

−3.6%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%

$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