Compare · 2 funds side by side · dividends reinvested

SPD and NRGU

SPDSimplify×NRGUREX Microsectors×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,289SPD · best of the two

02 / 04

SPD and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify US Equity PLUS Downside Convexity ETFUS Stock Styles · Large cap0.53%1.26%+2.1%+1.2%+17.1%+5.9%−10.4%14.3%$78M1.3

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: SPD 2020 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

Simplify US Equity PLUS Downside Convexity ETF · $78M$13,289

SPD

NRGU

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

$10,000 five years ago, dividends reinvested

SPDMeasureNRGU

+2.1%Year to dateJan 1 → Nov 5+171.5%

+1.2%1 yearTotal return+172.6%

+17.1%3 years · per year$10,000 became $16,052 · […][…]

+5.9%5 years · per year$10,000 became $13,289 · […][…]

0.53%Expense ratio$53 · $95 a year on $10k · lower is better0.95%

1.26%Trailing 12-mo yield$126 · $0 a year on $10k0.00%

−10.4%Worst dropSmaller is better−43.9%

14.3%VolatilityLower is calmer85.9%

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

4–2SPD wins

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

More Ways to See the Pairs

SPD vs NRGU: Top 5 Holdings

Today

SPD

91.6%in top 5

NRGU

in top 5[…]

SPDStockNRGU

91.6%IVVnot top 5

Held in common[…]

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

SPD vs NRGU Returns, Every Period

SimplifySPD

+1.2%

past year

NRGUREX Microsectors

+172.6%

past year

SPDNRGUFaded: behind in that period

0–2NRGU wins

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

SPD vs NRGU

YTD

SimplifySPD

+2.1%

NRGUREX Microsectors

+171.5%

+2.1%Year to date+171.5%

−10.4%Worst drop · 1Y−43.9%

14.3%Volatility · 1Y85.9%

1.3%Yield0.0%

$78.5MAssets$92.3M

3–1SPD wins

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

Cost, Income and Risk

Fees: SPD, NRGU

Today

0.53%lowest, SPD

FundExpense ratioFee$10k

SPD0.53%$53

NRGU0.95%$95

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

Yields: SPD, NRGU

1.26%highest, SPD

FundTrailing yieldYield$10k

SPD1.26%$126

NRGU0.00%$0

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

Income After Fees on $10,000

$73most kept, SPD

SPD$126 − $53 = $73

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: SPD, NRGU

Today

[…]holdings […]

SPDNRGU

SPD—[…]

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

SPDWorst drop−10.4%14.3% 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

SPDNRGU

+2.1%Year to date+171.5%

1.3%Yield0.0%

+1.2%Past year+172.6%

0.53%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