Compare · 2 funds side by side · dividends reinvested

USMC and NRGU

USMCPrincipal×NRGUREX Microsectors×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,971USMC · best of the two

02 / 04

USMC and NRGU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Principal U.S. Mega-Cap ETFUS Stock Styles · Large cap0.12%0.74%+11.1%+9.8%+23.4%+13.7%−10.0%12.6%$4.9B1.3

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: USMC 2017 · NRGU 2025

Head to Head

Swap sides Versus in desk

Head to Head

Principal U.S. Mega-Cap ETF · $4.9B$18,971

USMC

NRGU

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

$10,000 five years ago, dividends reinvested

USMCMeasureNRGU

+11.1%Year to dateJan 1 → Nov 4+191.2%

+9.8%1 yearTotal return+179.7%

+23.4%3 years · per year$10,000 became $18,806 · […][…]

+13.7%5 years · per year$10,000 became $18,971 · […][…]

0.12%Expense ratio$12 · $95 a year on $10k · lower is better0.95%

0.74%Trailing 12-mo yield$74 · $0 a year on $10k0.00%

−10.0%Worst dropSmaller is better−43.9%

12.6%VolatilityLower is calmer85.7%

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

4–2USMC wins

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

More Ways to See the Pairs

USMC vs NRGU: Top 5 Holdings

Today

USMC

31.5%in top 5

NRGU

in top 5[…]

USMCStockNRGU

7.6%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

5.4%MAnot top 5

5.2%COSTnot top 5

Held in common[…]

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

USMC vs NRGU Returns, Every Period

PrincipalUSMC

+9.8%

past year

NRGUREX Microsectors

+179.7%

past year

USMCNRGUFaded: behind in that period

0–2NRGU wins

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

USMC vs NRGU

YTD

PrincipalUSMC

+11.1%

NRGUREX Microsectors

+191.2%

+11.1%Year to date+191.2%

−10.0%Worst drop · 1Y−43.9%

12.6%Volatility · 1Y85.7%

0.7%Yield0.0%

$4.9BAssets$92.3M

3–1USMC wins

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

Cost, Income and Risk

Fees: USMC, NRGU

Today

0.12%lowest, USMC

FundExpense ratioFee$10k

USMC0.12%$12

NRGU0.95%$95

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

Yields: USMC, NRGU

0.74%highest, USMC

FundTrailing yieldYield$10k

USMC0.74%$74

NRGU0.00%$0

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

Income After Fees on $10,000

$62most kept, USMC

USMC$74 − $12 = $62

NRGU$0 − $95 = −$95

KeptFee

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

Overlap: USMC, NRGU

Today

[…]holdings […]

USMCNRGU

USMC—[…]

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

USMCWorst drop−10.0%12.6% 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

USMCNRGU

+11.1%Year to date+191.2%

0.7%Yield0.0%

+9.8%Past year+179.7%

0.12%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