NRGU vs. USD
Compare and contrast key facts about MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) and ProShares Ultra Semiconductors (USD).
NRGU and USD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NRGU is a passively managed fund by BMO that tracks the performance of the Solactive MicroSectors U.S. Big Oil Index (-300%). It was launched on Apr 9, 2019. USD is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Semiconductors Index (200%). It was launched on Jan 30, 2007. Both NRGU and USD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
NRGU vs. USD - Performance Comparison
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NRGU vs. USD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN | 151.43% | -33.00% |
USD ProShares Ultra Semiconductors | -3.87% | 55.59% |
Returns By Period
In the year-to-date period, NRGU achieves a 151.43% return, which is significantly higher than USD's -3.87% return.
NRGU
- 1D
- 4.99%
- 1M
- 33.05%
- YTD
- 151.43%
- 6M
- 127.39%
- 1Y
- 77.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
USD
- 1D
- 1.08%
- 1M
- -1.70%
- YTD
- -3.87%
- 6M
- -2.71%
- 1Y
- 144.73%
- 3Y*
- 92.19%
- 5Y*
- 44.90%
- 10Y*
- 50.94%
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NRGU vs. USD - Expense Ratio Comparison
Both NRGU and USD have an expense ratio of 0.95%.
Return for Risk
NRGU vs. USD — Risk / Return Rank
NRGU
USD
NRGU vs. USD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) and ProShares Ultra Semiconductors (USD). 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.
| NRGU | USD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.89 | -1.01 |
Sortino ratioReturn per unit of downside risk | 1.56 | 2.43 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.34 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 4.65 | -3.25 |
Martin ratioReturn relative to average drawdown | 2.86 | 12.68 | -9.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NRGU | USD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.89 | -1.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.41 | +0.28 |
Correlation
The correlation between NRGU and USD is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NRGU vs. USD - Dividend Comparison
NRGU has not paid dividends to shareholders, while USD's dividend yield for the trailing twelve months is around 0.48%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NRGU MicroSectors U.S. Big Oil Index 3X Leveraged ETN | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USD ProShares Ultra Semiconductors | 0.48% | 0.39% | 0.10% | 0.05% | 0.30% | 0.00% | 0.14% | 0.72% | 0.93% | 0.32% | 0.46% | 0.39% |
Drawdowns
NRGU vs. USD - Drawdown Comparison
The maximum NRGU drawdown since its inception was -57.50%, smaller than the maximum USD drawdown of -88.63%. Use the drawdown chart below to compare losses from any high point for NRGU and USD.
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Drawdown Indicators
| NRGU | USD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.50% | -88.63% | +31.13% |
Max Drawdown (1Y)Largest decline over 1 year | -35.74% | -31.80% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | — | -77.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -77.85% | — |
Current DrawdownCurrent decline from peak | -13.28% | -20.39% | +7.11% |
Average DrawdownAverage peak-to-trough decline | -25.34% | -32.60% | +7.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.14% | 11.67% | +15.47% |
Volatility
NRGU vs. USD - Volatility Comparison
MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) has a higher volatility of 23.60% compared to ProShares Ultra Semiconductors (USD) at 21.33%. This indicates that NRGU's price experiences larger fluctuations and is considered to be riskier than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NRGU | USD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.60% | 21.33% | +2.27% |
Volatility (6M)Calculated over the trailing 6-month period | 50.41% | 48.69% | +1.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 88.30% | 77.08% | +11.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 87.08% | 76.21% | +10.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 87.08% | 68.83% | +18.25% |