NRGU vs. VOO
Compare and contrast key facts about MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) and Vanguard S&P 500 ETF (VOO).
NRGU and VOO 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 Financial Group that tracks the performance of the Solactive MicroSectors U.S. Big Oil Index (-300%). It was launched on Apr 9, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both NRGU and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NRGU or VOO.
Key characteristics
| NRGU | VOO | |
|---|---|---|
| YTD Return | 36.36% | 9.95% |
| 1Y Return | 77.99% | 28.35% |
| 3Y Return (Ann) | 55.17% | 9.61% |
| 5Y Return (Ann) | -10.06% | 14.49% |
| Sharpe Ratio | 1.28 | 2.44 |
| Daily Std Dev | 57.82% | 11.57% |
| Max Drawdown | -98.18% | -33.99% |
| Current Drawdown | -53.11% | -0.54% |
Correlation
The correlation between NRGU and VOO is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NRGU vs. VOO - Performance Comparison
In the year-to-date period, NRGU achieves a 36.36% return, which is significantly higher than VOO's 9.95% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NRGU vs. VOO - Expense Ratio Comparison
NRGU has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NRGU vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
NRGU vs. VOO - Dividend Comparison
NRGU has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
NRGU vs. VOO - Drawdown Comparison
The maximum NRGU drawdown since its inception was -98.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NRGU and VOO. For additional features, visit the drawdowns tool.
Volatility
NRGU vs. VOO - Volatility Comparison
MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) has a higher volatility of 15.99% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that NRGU's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.