MSTU vs. LULG
MSTU (T-Rex 2X Long MSTR Daily Target ETF) and LULG (Leverage Shares 2X Long LULU Daily ETF) are both Leveraged Equities funds. Both are actively managed. At a 0.11 correlation, their price movements are largely independent. MSTU charges 1.05%/yr vs 0.75%/yr for LULG.
Performance
MSTU vs. LULG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, MSTU achieves a -78.58% return, which is significantly lower than LULG's -72.19% return.
MSTU
- 1D
- -5.07%
- 1M
- -49.43%
- 6M
- -80.82%
- YTD
- -78.58%
- 1Y
- -98.18%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LULG
- 1D
- 2.05%
- 1M
- -0.23%
- 6M
- -72.43%
- YTD
- -72.19%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTU vs. LULG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | -78.58% | -67.02% |
LULG Leverage Shares 2X Long LULU Daily ETF | -72.19% | 55.59% |
Correlation
The correlation between MSTU and LULG is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 5, 2025 | 0.11 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSTU vs. LULG — Risk / Return Rank
MSTU
LULG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MSTU vs. LULG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long MSTR Daily Target ETF (MSTU) and Leverage Shares 2X Long LULU Daily ETF (LULG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MSTU | LULG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 0.72 | — | — |
| Calmar ratioReturn relative to maximum drawdown | -1.00 | — | — |
| Martin ratioReturn relative to average drawdown | -1.20 | — | — |
Loading charts...
Drawdowns
MSTU vs. LULG - Drawdown Comparison
The maximum MSTU drawdown since its inception was -99.43%, which is greater than LULG's maximum drawdown of -79.88%. Use the drawdown chart below to compare losses from any high point for MSTU and LULG.
Loading charts...
Drawdown Indicators
| MSTU | LULG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.43% | -79.88% | -19.55% |
Max Drawdown (1Y)Largest decline over 1 year | -98.62% | — | — |
Current DrawdownCurrent decline from peak | -99.31% | -74.24% | -25.07% |
Average DrawdownAverage peak-to-trough decline | -73.33% | -39.70% | -33.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 81.41% | — | — |
Volatility
MSTU vs. LULG - Volatility Comparison
Loading charts...
Volatility by Period
| MSTU | LULG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 53.18% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 120.98% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 146.68% | 87.42% | +59.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 169.63% | 87.42% | +82.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 169.63% | 87.42% | +82.21% |
MSTU vs. LULG - Expense Ratio Comparison
MSTU has a 1.05% expense ratio, which is higher than LULG's 0.75% expense ratio.
Dividends
MSTU vs. LULG - Dividend Comparison
Neither MSTU nor LULG has paid dividends to shareholders.
Frequently Asked Questions
MSTU and LULG have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, LULG is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
LULG is cheaper with a 0.75% expense ratio, compared with 1.05% for MSTU.
MSTU and LULG have nearly identical dividend yields, around 0.00%.
They also come from different issuers: T-Rex and Leverage Shares. Their fees differ too: 1.05% for MSTU and 0.75% for LULG.
Find the right allocation for MSTU and LULG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer