SPTM vs NRGU

ASPTM

BNRGU

Measures won4–0SPTM wins · of 6 · 5Y

$10,000 · 5Y$17,437SPTM

Lowest cost0.03%SPTM · $3 on $10k

Most income1.07%SPTM · $107 on $10k

Smallest drop−8.7%SPTM · worst fall in 1Y

Held in common[…]SPTM and NRGU

SPTM

NRGU

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0BMicroSectors U.S. Big Oil 3 Leveraged ETN · $96M

+23.6%3 years · per year$18,889 · […][…]

+11.8%5 years · per year$17,437 · […][…]

0.03%Expense ratio$3 · $95 on $10k · lower wins0.95%

1.07%12-mo yield$107 · $0 on $10k0.00%

−8.7%Worst dropSmaller wins−43.9%

12.7%VolatilityLower wins83.5%

4–0SPTM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPTM · NRGU

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

Held in common[…]

End-of-day Nov 3, 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	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	−3.0%	+252.7%	+238.6%	new	new	−43.9%	$96M

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

Both

5Y2 funds

#			Trend
1	ASPTM	State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFRead Desk		0.03%	1.07%	+0.3%	+11.8%	+12.3%	+23.6%	+11.8%	−8.7%	$14.0B
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	−3.0%	+252.7%	+238.6%	new	new	−43.9%	$96M

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

Cards for this view

SPTM vs NRGU

SPTM

SPDR Portfolio S&P 1500 Composite Stock Market

$17,437

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN

[…]

MeasureSPTMNRGU

Fee0.03%0.95%

Cost on $10k a year$3$95

Yield1.07%0.00%

5 years, per year+11.8%[…]

3 years, per year+23.6%[…]

Worst drop · 1Y−8.7%−43.9%

Volatility · 1Y12.7%83.5%

4–0measures won
SPTM first

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: SPTM, NRGU

Today

[…]holdings […]

SPTMNRGU

SPTM—[…]

NRGU[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, SPTM

SPTM$107 − $3 = $104

NRGU$0 − $95 = −$95

KeptFee

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