Compare · 2 funds side by side · dividends reinvested

SMMD and NRGU

SMMDiShares×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,291SMMD · best of the two

02 / 04

SMMD and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2500 ETFUS Stock Styles · Large cap0.23%1.13%+18.5%+20.5%+21.7%+7.4%−9.7%16.6%$4.2B1.3

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: SMMD 2017 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 2500 ETF · $4.2B$14,291

SMMD

NRGU

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

$10,000 five years ago, dividends reinvested

SMMDMeasureNRGU

+18.5%Year to dateJan 1 → Nov 4+191.2%

+20.5%1 yearTotal return+179.7%

+21.7%3 years · per year$10,000 became $18,029 · […][…]

+7.4%5 years · per year$10,000 became $14,291 · […][…]

0.23%Expense ratio$23 · $95 a year on $10k · lower is better0.95%

1.13%Trailing 12-mo yield$113 · $0 a year on $10k0.00%

−9.7%Worst dropSmaller is better−43.9%

16.6%VolatilityLower is calmer85.7%

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

4–2SMMD wins

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

More Ways to See the Pairs

SMMD vs NRGU: Top 5 Holdings

Today

SMMD

1.6%in top 5

NRGU

in top 5[…]

SMMDStockNRGU

0.3%ATInot top 5

0.3%RSnot top 5

0.3%GHnot top 5

0.3%USFDnot top 5

0.3%PKGnot top 5

Held in common[…]

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

SMMD vs NRGU Returns, Every Period

iSharesSMMD

+20.5%

past year

NRGUREX Microsectors

+179.7%

past year

SMMDNRGUFaded: behind in that period

0–2NRGU wins

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

SMMD vs NRGU

YTD

iSharesSMMD

+18.5%

NRGUREX Microsectors

+191.2%

+18.5%Year to date+191.2%

−9.7%Worst drop · 1Y−43.9%

16.6%Volatility · 1Y85.7%

1.1%Yield0.0%

$4.2BAssets$92.3M

3–1SMMD wins

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

Cost, Income and Risk

Fees: SMMD, NRGU

Today

0.23%lowest, SMMD

FundExpense ratioFee$10k

SMMD0.23%$23

NRGU0.95%$95

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

Yields: SMMD, NRGU

1.13%highest, SMMD

FundTrailing yieldYield$10k

SMMD1.13%$113

NRGU0.00%$0

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

Income After Fees on $10,000

$90most kept, SMMD

SMMD$113 − $23 = $90

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: SMMD, NRGU

Today

[…]holdings […]

SMMDNRGU

SMMD—[…]

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

SMMDWorst drop−9.7%16.6% 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

SMMDNRGU

+18.5%Year to date+191.2%

1.1%Yield0.0%

+20.5%Past year+179.7%

0.23%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