STAX vs NRGU5YSTAXSTAXAvsBNRGUNRGUNomura Tax-Free USA Short Term ETF · $11MMicroSectors U.S. Big Oil 3 Leveraged ETN · $73MReturns · dividends in[…]3 years · per year[…][…]5 years · per year[…]Cost and income0.29%Expense ratio$29 · $95 on $10k · lower wins0.95%3.21%12-mo yield$321 · $0 on $10k0.00%Risk · 1 year−2.7%
$10,000 in STAX, NRGU, IWF5Y$10k startIWF $15.5kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: STAX, NRGU, IWFToday[…]holdings […]STAXNRGUIWFSTAX—[…][…]NRGU[…]—[…]IWF[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
STAX vs NRGU5YASTAXNomura Tax-Free USA Short Term[…]vsNRGUBMicroSectors U.S. Big Oil 3 Leveraged ETN[…]MeasureSTAXNRGUFee0.29%0.95%Cost on $10k a year$29$95Yield3.21%0.00%5 years, per year[…][…]3 years, per year[…][…]Worst drop · 1Y−2.7%−43.9%Volatility · 1Y1.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11M3BNRGUMicroSectors U.S. Big Oil 3 Leveraged ETNReadDesk0.95%0.00%+5.5%+225.6%+193.4%newnew−43.9%$73MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9B2ASTAXNomura Tax-Free USA Short Term ETFReadDesk0.29%3.21%0.0%+1.0%+1.5%newnew−2.7%$11M3BNRGUMicroSectors U.S. Big Oil 3 Leveraged ETNReadDesk0.95%0.00%+5.5%+225.6%+193.4%newnew−43.9%$73MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: STAX, NRGU, IWFToday[…]holdings […]STAXNRGUIWFSTAX—[…][…]NRGU[…]—[…]IWF[…][…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$292most kept, STAXSTAX$321 − $29 = $292IWF$38 − $18 = $20NRGU$0 − $95 = −$95KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee