Compare · 2 funds side by side · dividends reinvested

SIZE and NRGU

SIZEiShares×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,359SIZE · best of the two

02 / 04

SIZE and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.37%+12.9%+14.1%+19.6%+7.5%−8.0%12.6%$434M1.3

MicroSectors U.S. Big Oil 3 Leveraged ETNUS Stock Styles · Large cap0.95%0.00%+252.7%+238.6%[…][…]−43.9%83.5%$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 3, 2026 · returns include dividends · since: SIZE 2013 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares MSCI USA Size Factor ETF · $434M$14,359

SIZE

NRGU

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

$10,000 five years ago, dividends reinvested

SIZEMeasureNRGU

+12.9%Year to dateJan 1 → Nov 3+252.7%

+14.1%1 yearTotal return+238.6%

+19.6%3 years · per year$10,000 became $17,120 · […][…]

+7.5%5 years · per year$10,000 became $14,359 · […][…]

0.15%Expense ratio$15 · $95 a year on $10k · lower is better0.95%

1.37%Trailing 12-mo yield$137 · $0 a year on $10k0.00%

−8.0%Worst dropSmaller is better−43.9%

12.6%VolatilityLower is calmer83.5%

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

4–2SIZE wins

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

More Ways to See the Pairs

SIZE vs NRGU: Top 5 Holdings

Today

SIZE

2.0%in top 5

NRGU

in top 5[…]

SIZEStockNRGU

0.5%OKTAnot top 5

0.4%TEAMnot top 5

0.4%NTRAnot top 5

0.4%SNnot top 5

0.4%VEEVnot top 5

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SIZE vs NRGU Returns, Every Period

iSharesSIZE

+14.1%

past year

NRGUREX Microsectors

+238.6%

past year

SIZENRGUFaded: behind in that period

0–2NRGU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SIZE vs NRGU

YTD

iSharesSIZE

+12.9%

NRGUREX Microsectors

+252.7%

+12.9%Year to date+252.7%

−8.0%Worst drop · 1Y−43.9%

12.6%Volatility · 1Y83.5%

1.4%Yield0.0%

$434MAssets$96.0M

3–1SIZE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SIZE, NRGU

Today

0.15%lowest, SIZE

FundExpense ratioFee$10k

SIZE0.15%$15

NRGU0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SIZE, NRGU

1.37%highest, SIZE

FundTrailing yieldYield$10k

SIZE1.37%$137

NRGU0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$122most kept, SIZE

SIZE$137 − $15 = $122

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SIZE, NRGU

Today

[…]holdings […]

SIZENRGU

SIZE—[…]

NRGU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+238.6%NRGU, at 83.5% volatility

SIZEWorst drop−8.0%12.6% vol

NRGUWorst drop−43.9%83.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SIZENRGU

+12.9%Year to date+252.7%

1.4%Yield0.0%

+14.1%Past year+238.6%

0.15%Fee0.95%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026