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OOQB vs. NRGU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

OOQB vs. NRGU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB) and MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, OOQB achieves a -18.43% return, which is significantly lower than NRGU's 129.31% return.


OOQB

1D
0.00%
1M
0.00%
YTD
-18.43%
6M
-24.99%
1Y
-27.35%
3Y*
5Y*
10Y*

NRGU

1D
2.53%
1M
-6.67%
YTD
129.31%
6M
97.01%
1Y
156.99%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

OOQB vs. NRGU - Yearly Performance Comparison


Correlation

The correlation between OOQB and NRGU 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 Feb 21, 2025

0.14

The correlation between OOQB and NRGU shifts across timeframes, from 0.03 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

OOQB vs. NRGU — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OOQB
OOQB Risk / Return Rank: 44
Overall Rank
OOQB Sharpe Ratio Rank: 44
Sharpe Ratio Rank
OOQB Sortino Ratio Rank: 55
Sortino Ratio Rank
OOQB Omega Ratio Rank: 44
Omega Ratio Rank
OOQB Calmar Ratio Rank: 44
Calmar Ratio Rank
OOQB Martin Ratio Rank: 55
Martin Ratio Rank

NRGU
NRGU Risk / Return Rank: 5858
Overall Rank
NRGU Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
NRGU Sortino Ratio Rank: 4848
Sortino Ratio Rank
NRGU Omega Ratio Rank: 4848
Omega Ratio Rank
NRGU Calmar Ratio Rank: 7777
Calmar Ratio Rank
NRGU Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OOQB vs. NRGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB) and MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU). 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.


OOQBNRGUDifference
Sharpe ratioReturn per unit of total volatility

-2.64

Sortino ratioReturn per unit of downside risk

-2.93

Omega ratioGain probability vs. loss probability

0.94

1.30

-0.37

Calmar ratioReturn relative to maximum drawdown

-0.51

3.95

-4.47

Martin ratioReturn relative to average drawdown

-0.91

9.88

-10.79

OOQB vs. NRGU - Sharpe Ratio Comparison

The current OOQB Sharpe Ratio is -0.53, which is lower than the NRGU Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of OOQB and NRGU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


OOQBNRGUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.53

2.11

-2.64

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.41

0.45

-0.86

Drawdowns

OOQB vs. NRGU - Drawdown Comparison

The maximum OOQB drawdown since its inception was -53.44%, smaller than the maximum NRGU drawdown of -57.50%. Use the drawdown chart below to compare losses from any high point for OOQB and NRGU.


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Drawdown Indicators


OOQBNRGUDifference

Max Drawdown

Largest peak-to-trough decline

-53.44%

-57.50%

+4.06%

Max Drawdown (1Y)

Largest decline over 1 year

-53.44%

-39.95%

-13.49%

Current Drawdown

Current decline from peak

-43.69%

-20.91%

-22.78%

Average Drawdown

Average peak-to-trough decline

-23.26%

-25.42%

+2.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

30.11%

15.96%

+14.15%

Volatility

OOQB vs. NRGU - Volatility Comparison

The current volatility for Volatility Shares One+One Nasdaq-100® and Bitcoin ETF (OOQB) is 0.00%, while MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) has a volatility of 31.63%. This indicates that OOQB experiences smaller price fluctuations and is considered to be less risky than NRGU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


OOQBNRGUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.00%

31.63%

-31.63%

Volatility (6M)

Calculated over the trailing 6-month period

39.39%

61.27%

-21.88%

Volatility (1Y)

Calculated over the trailing 1-year period

51.57%

75.15%

-23.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

58.12%

89.15%

-31.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

58.12%

89.15%

-31.03%

OOQB vs. NRGU - Expense Ratio Comparison

OOQB has a 0.75% expense ratio, which is lower than NRGU's 0.95% expense ratio.


Dividends

OOQB vs. NRGU - Dividend Comparison

OOQB's dividend yield for the trailing twelve months is around 11.62%, while NRGU has not paid dividends to shareholders.


Frequently Asked Questions


OOQB and NRGU 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.

NRGU has higher volatility (31.63%) compared to OOQB (0.00%). In terms of maximum drawdown, OOQB dropped -53.44% vs NRGU's -57.50%.

On 1-year performance, NRGU leads with 156.99% vs -27.35% for OOQB. On fees, OOQB is cheaper at 0.75% per year. On volatility, OOQB has been the lower-risk option at 0.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, NRGU has performed better with a 156.99% return vs -27.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

OOQB is cheaper with a 0.75% expense ratio, compared with 0.95% for NRGU.

OOQB has the higher dividend yield at 11.62%, compared with 0.00% for NRGU.

OOQB is categorized as Nasdaq-100, while NRGU is Leveraged Equities. They also come from different issuers: Volatility Shares and BMO. Their fees differ too: 0.75% for OOQB and 0.95% for NRGU.

NRGU currently has the higher Sharpe Ratio (2.11 vs -0.53), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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