DUG vs. NRGD
Compare and contrast key facts about ProShares UltraShort Oil & Gas (DUG) and MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD).
DUG and NRGD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DUG is a passively managed fund by ProShares that tracks the performance of the DJ Global United States (All) / Oil & Gas -IND (-200%). It was launched on Jan 30, 2007. NRGD is a passively managed fund by BMO Financial Group that tracks the performance of the Solactive MicroSectors U.S. Big Oil Index (-300%). It was launched on Apr 9, 2019. Both DUG and NRGD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DUG or NRGD.
Correlation
The correlation between DUG and NRGD is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DUG vs. NRGD - Performance Comparison
Key characteristics
Returns By Period
DUG
-1.41%
31.19%
11.17%
0.85%
-42.97%
-26.53%
NRGD
N/A
N/A
N/A
N/A
N/A
N/A
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DUG vs. NRGD - Expense Ratio Comparison
Both DUG and NRGD have an expense ratio of 0.95%.
Risk-Adjusted Performance
DUG vs. NRGD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraShort Oil & Gas (DUG) and MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DUG vs. NRGD - Dividend Comparison
DUG's dividend yield for the trailing twelve months is around 0.98%, while NRGD has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
DUG ProShares UltraShort Oil & Gas | 0.98% | 3.10% | 0.07% | 0.00% | 0.03% | 0.33% | 0.10% |
NRGD MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DUG vs. NRGD - Drawdown Comparison
Volatility
DUG vs. NRGD - Volatility Comparison
ProShares UltraShort Oil & Gas (DUG) has a higher volatility of 9.71% compared to MicroSectors U.S. Big Oil Index -3X Inverse Leveraged ETN (NRGD) at 0.00%. This indicates that DUG's price experiences larger fluctuations and is considered to be riskier than NRGD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.