FNDA vs NRGU

AFNDA

BNRGU

Measures won4–0FNDA wins · of 6 · 5Y

$10,000 · 5Y$13,903FNDA

Lowest cost0.25%FNDA · $25 on $10k

Most income1.25%FNDA · $125 on $10k

Smallest drop−9.4%FNDA · worst fall in 1Y

Held in common[…]FNDA and NRGU

FNDA

NRGU

Schwab Fundamental U.S. Small Company Index ETF · $8.8BMicroSectors U.S. Big Oil 3 Leveraged ETN · $71M

+17.2%3 years · per year$16,098 · […][…]

+6.8%5 years · per year$13,903 · […][…]

0.25%Expense ratio$25 · $95 on $10k · lower wins0.95%

1.25%12-mo yield$125 · $0 on $10k0.00%

−9.4%Worst dropSmaller wins−43.9%

16.0%VolatilityLower wins85.9%

4–0FNDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · NRGU

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	+0.5%	+172.8%	+176.3%	new	new	−43.9%	$71M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	+0.5%	+172.8%	+176.3%	new	new	−43.9%	$71M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs NRGU

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN

[…]

MeasureFNDANRGU

Fee0.25%0.95%

Cost on $10k a year$25$95

Yield1.25%0.00%

5 years, per year+6.8%[…]

3 years, per year+17.2%[…]

Worst drop · 1Y−9.4%−43.9%

Volatility · 1Y16.0%85.9%

4–0measures won
FNDA first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNDA, NRGU

Today

[…]holdings […]

FNDANRGU

FNDA—[…]

NRGU[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, FNDA

FNDA$125 − $25 = $100

NRGU$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee