Compare · 2 funds side by side · dividends reinvested

SSPY and NRGU

SSPYStratified×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,477SSPY · best of the two

02 / 04

SSPY and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.19%+16.4%+19.1%+19.1%+9.1%−7.3%10.7%$133M1.3

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: SSPY 2019 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $133M$15,477

SSPY

NRGU

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

$10,000 five years ago, dividends reinvested

SSPYMeasureNRGU

+16.4%Year to dateJan 1 → Nov 3+252.7%

+19.1%1 yearTotal return+238.6%

+19.1%3 years · per year$10,000 became $16,910 · […][…]

+9.1%5 years · per year$10,000 became $15,477 · […][…]

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

1.19%Trailing 12-mo yield$119 · $0 a year on $10k0.00%

−7.3%Worst dropSmaller is better−43.9%

10.7%VolatilityLower is calmer83.5%

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

4–2SSPY wins

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

More Ways to See the Pairs

SSPY vs NRGU: Top 5 Holdings

Today

SSPY

5.0%in top 5

NRGU

in top 5[…]

SSPYStockNRGU

1.0%IBMnot top 5

1.0%MSFTnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common[…]

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

SSPY vs NRGU Returns, Every Period

StratifiedSSPY

+19.1%

past year

NRGUREX Microsectors

+238.6%

past year

SSPYNRGUFaded: behind in that period

0–2NRGU wins

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

SSPY vs NRGU

YTD

StratifiedSSPY

+16.4%

NRGUREX Microsectors

+252.7%

+16.4%Year to date+252.7%

−7.3%Worst drop · 1Y−43.9%

10.7%Volatility · 1Y83.5%

1.2%Yield0.0%

$133MAssets$96.0M

3–1SSPY wins

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

Cost, Income and Risk

Fees: SSPY, NRGU

Today

0.45%lowest, SSPY

FundExpense ratioFee$10k

SSPY0.45%$45

NRGU0.95%$95

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

Yields: SSPY, NRGU

1.19%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.19%$119

NRGU0.00%$0

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

Income After Fees on $10,000

$74most kept, SSPY

SSPY$119 − $45 = $74

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: SSPY, NRGU

Today

[…]holdings […]

SSPYNRGU

SSPY—[…]

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

SSPYWorst drop−7.3%10.7% 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

SSPYNRGU

+16.4%Year to date+252.7%

1.2%Yield0.0%

+19.1%Past year+238.6%

0.45%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