NRGU.TO vs. SOXU.TO
NRGU.TO (BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF) and SOXU.TO (MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF) are both Leveraged Equities funds. NRGU.TO is actively managed, while SOXU.TO is passively managed. Over the past year, NRGU.TO returned 91.01% vs 968.27% for SOXU.TO. At a 0.03 correlation, their price movements are largely independent.
Performance
NRGU.TO vs. SOXU.TO - Performance Comparison
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Returns By Period
In the year-to-date period, NRGU.TO achieves a 48.99% return, which is significantly lower than SOXU.TO's 519.03% return.
NRGU.TO
- 1D
- -0.51%
- 1M
- -15.98%
- YTD
- 48.99%
- 6M
- 47.81%
- 1Y
- 91.01%
- 3Y*
- 33.54%
- 5Y*
- 39.04%
- 10Y*
- 3.88%
SOXU.TO
- 1D
- 12.47%
- 1M
- 22.32%
- YTD
- 519.03%
- 6M
- 513.70%
- 1Y
- 968.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NRGU.TO vs. SOXU.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NRGU.TO BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF | 48.99% | 37.49% |
SOXU.TO MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF | 519.03% | 173.80% |
Correlation
The correlation between NRGU.TO and SOXU.TO is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since May 23, 2025 | 0.03 |
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Return for Risk
NRGU.TO vs. SOXU.TO — Risk / Return Rank
NRGU.TO
SOXU.TO
NRGU.TO vs. SOXU.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (NRGU.TO) and MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF (SOXU.TO). 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.
| NRGU.TO | SOXU.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -6.29 | ||
| Sortino ratioReturn per unit of downside risk | -1.69 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.57 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | 22.87 | -19.98 |
| Martin ratioReturn relative to average drawdown | 9.72 | 70.44 | -60.72 |
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Drawdowns
NRGU.TO vs. SOXU.TO - Drawdown Comparison
The maximum NRGU.TO drawdown since its inception was -99.71%, which is greater than SOXU.TO's maximum drawdown of -42.78%. Use the drawdown chart below to compare losses from any high point for NRGU.TO and SOXU.TO.
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Drawdown Indicators
| NRGU.TO | SOXU.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.71% | -42.78% | -56.93% |
Max Drawdown (1Y)Largest decline over 1 year | -31.71% | -42.78% | +11.07% |
Max Drawdown (3Y)Largest decline over 3 years | -51.12% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -52.50% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -97.54% | — | — |
Current DrawdownCurrent decline from peak | -87.78% | -11.28% | -76.50% |
Average DrawdownAverage peak-to-trough decline | -83.54% | -8.87% | -74.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.40% | 13.86% | -4.46% |
Volatility
NRGU.TO vs. SOXU.TO - Volatility Comparison
The current volatility for BetaPro S&P/TSX Capped Energy 2x Daily Bull ETF (NRGU.TO) is 16.68%, while MegaLong (3X) US Semiconductors Daily Leveraged Alternative ETF (SOXU.TO) has a volatility of 72.70%. This indicates that NRGU.TO experiences smaller price fluctuations and is considered to be less risky than SOXU.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRGU.TO | SOXU.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.68% | 72.70% | -56.02% |
Volatility (6M)Calculated over the trailing 6-month period | 40.33% | 104.29% | -63.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.14% | 118.98% | -71.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 57.20% | 116.06% | -58.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.50% | 116.06% | -49.56% |
Dividends
NRGU.TO vs. SOXU.TO - Dividend Comparison
Neither NRGU.TO nor SOXU.TO has paid dividends to shareholders.
Frequently Asked Questions
NRGU.TO and SOXU.TO have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
They also come from different issuers: Global X and LongPoint.
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