MTUL vs. FECGX

In the year-to-date period, MTUL achieves a 13.92% return, which is significantly higher than FECGX's -4.22% return.

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MTUL has a 0.95% expense ratio, which is higher than FECGX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN (MTUL) and Fidelity Small Cap Growth Index Fund (FECGX). 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.

The current MTUL Sharpe Ratio is 0.61, which is higher than the FECGX Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of MTUL and FECGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTUL has not paid dividends to shareholders, while FECGX's dividend yield for the trailing twelve months is around 1.31%.

The maximum MTUL drawdown since its inception was -56.83%, which is greater than FECGX's maximum drawdown of -43.43%. Use the drawdown chart below to compare losses from any high point for MTUL and FECGX. For additional features, visit the drawdowns tool.

ETRACS 2x Leveraged MSCI US Momentum Factor TR ETN (MTUL) has a higher volatility of 11.05% compared to Fidelity Small Cap Growth Index Fund (FECGX) at 6.91%. This indicates that MTUL's price experiences larger fluctuations and is considered to be riskier than FECGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.