MFMO vs. MTUL
MFMO (Motley Fool Momentum Factor ETF) and MTUL (ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN) are both Momentum funds. MFMO is actively managed, while MTUL is passively managed. Their correlation of 0.87 suggests significant overlap in exposure. MFMO charges 0.50%/yr vs 0.95%/yr for MTUL.
Performance
MFMO vs. MTUL - Performance Comparison
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Returns By Period
In the year-to-date period, MFMO achieves a 25.49% return, which is significantly lower than MTUL's 60.22% return.
MFMO
- 1D
- 0.71%
- 1M
- 11.78%
- YTD
- 25.49%
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MTUL
- 1D
- -0.74%
- 1M
- 27.97%
- YTD
- 60.22%
- 6M
- 59.66%
- 1Y
- 75.85%
- 3Y*
- 59.49%
- 5Y*
- 19.95%
- 10Y*
- —
MFMO vs. MTUL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MFMO Motley Fool Momentum Factor ETF | 25.49% | -1.90% |
MTUL ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN | 60.22% | -3.02% |
Correlation
The correlation between MFMO and MTUL is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025 | 0.87 |
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Return for Risk
MFMO vs. MTUL — Risk / Return Rank
MFMO
MTUL
MFMO vs. MTUL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Momentum Factor ETF (MFMO) and ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN (MTUL). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| MFMO | MTUL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 1.73 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.47 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.24 | 0.41 | +1.84 |
Drawdowns
MFMO vs. MTUL - Drawdown Comparison
The maximum MFMO drawdown since its inception was -12.05%, smaller than the maximum MTUL drawdown of -56.83%. Use the drawdown chart below to compare losses from any high point for MFMO and MTUL.
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Drawdown Indicators
| MFMO | MTUL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.05% | -56.83% | +44.78% |
Max Drawdown (1Y)Largest decline over 1 year | — | -23.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -39.15% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -56.83% | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -2.42% | -22.68% | +20.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.96% | — |
Volatility
MFMO vs. MTUL - Volatility Comparison
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Volatility by Period
| MFMO | MTUL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 20.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 37.63% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 24.50% | 43.98% | -19.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.50% | 42.81% | -18.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.50% | 43.65% | -19.15% |
MFMO vs. MTUL - Expense Ratio Comparison
MFMO has a 0.50% expense ratio, which is lower than MTUL's 0.95% expense ratio.
Dividends
MFMO vs. MTUL - Dividend Comparison
Neither MFMO nor MTUL has paid dividends to shareholders.
Frequently Asked Questions
MFMO and MTUL have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MFMO is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MFMO is cheaper with a 0.50% expense ratio, compared with 0.95% for MTUL.
MFMO and MTUL have nearly identical dividend yields, around 0.00%.
They also come from different issuers: Motley Fool and UBS. Their fees differ too: 0.50% for MFMO and 0.95% for MTUL.
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