STAX vs NRGU

ASTAX

BNRGU

Measures won4–0STAX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.29%STAX · $29 on $10k

Most income3.20%STAX · $320 on $10k

Smallest drop−2.7%STAX · worst fall in 1Y

Held in common[…]STAX and NRGU

STAX

NRGU

Nomura Tax-Free USA Short Term ETF · $11MMicroSectors U.S. Big Oil 3 Leveraged ETN · $77M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.29%Expense ratio$29 · $95 on $10k · lower wins0.95%

3.20%12-mo yield$320 · $0 on $10k0.00%

−2.7%Worst dropSmaller wins−43.9%

1.8%VolatilityLower wins85.9%

4–0STAX wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsSTAX · NRGU

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

Held in common[…]

End-of-day Nov 5, 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						3Y/yr	5Y/yr
1	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	−6.8%	+171.5%	+172.6%	new	new	−43.9%	$77M

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

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ASTAX	Nomura Tax-Free USA Short Term ETFRead Desk		0.29%	3.20%	+0.1%	+1.5%	+2.0%	new	new	−2.7%	$11M
2	BNRGU	MicroSectors U.S. Big Oil 3 Leveraged ETNRead Desk		0.95%	0.00%	−6.8%	+171.5%	+172.6%	new	new	−43.9%	$77M

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

Cards for this view

STAX vs NRGU

STAX

Nomura Tax-Free USA Short Term

[…]

NRGU

MicroSectors U.S. Big Oil 3 Leveraged ETN

[…]

MeasureSTAXNRGU

Fee0.29%0.95%

Cost on $10k a year$29$95

Yield3.20%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−2.7%−43.9%

Volatility · 1Y1.8%85.9%

4–0measures won
STAX first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STAX, NRGU

Today

[…]holdings […]

STAXNRGU

STAX—[…]

NRGU[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, STAX

STAX$320 − $29 = $291

NRGU$0 − $95 = −$95

KeptFee

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