RGTU vs. SMU

Last updated Jul 18, 2026

RGTU (Tradr 2X Long RGTI Daily ETF) and SMU (Tradr 2X Long SMR Daily ETF) are both Leveraged Equities funds from Tradr. Both are actively managed. Over the past year, RGTU returned -80.18% vs -99.23% for SMU. A 0.65 correlation means they provide meaningful diversification when combined. Both charge a 1.30% expense ratio.

Performance

RGTU vs. SMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tradr 2X Long RGTI Daily ETF (RGTU) and Tradr 2X Long SMR Daily ETF (SMU). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RGTU achieves a -78.15% return, which is significantly higher than SMU's -84.61% return.

RGTU

• 1D: 0.84%
• 1M: -54.14%
• 6M: -83.28%
• YTD: -78.15%
• 1Y: -80.18%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SMU

• 1D: 0.63%
• 1M: -49.15%
• 6M: -92.00%
• YTD: -84.61%
• 1Y: -99.23%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

RGTU vs. SMU - Yearly Performance Comparison

	2026 (YTD)	2025
RGTU Tradr 2X Long RGTI Daily ETF	-78.15%	45.82%
SMU Tradr 2X Long SMR Daily ETF	-84.61%	-91.57%

Correlation

The correlation between RGTU and SMU is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.65
Correlation (All Time) Calculated using the full available price history since Jul 11, 2025	0.65

The correlation between RGTU and SMU has been stable across timeframes, ranging from 0.65 to 0.65 - a consistent structural relationship.

Return for Risk

RGTU vs. SMU — Risk / Return Rank

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

RGTU

RGTU Risk / Return Rank: 7
RGTU Sharpe Ratio Rank: 6
RGTU Sortino Ratio Rank: 12
RGTU Omega Ratio Rank: 12
RGTU Calmar Ratio Rank: 2
RGTU Martin Ratio Rank: 5

SMU

SMU Risk / Return Rank: 2
SMU Sharpe Ratio Rank: 6
SMU Sortino Ratio Rank: 1
SMU Omega Ratio Rank: 1
SMU Calmar Ratio Rank: 0
SMU Martin Ratio Rank: 4

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.

RGTU vs. SMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Long RGTI Daily ETF (RGTU) and Tradr 2X Long SMR Daily ETF (SMU). 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.

	RGTU	SMU	Difference
Sharpe ratio: Return per unit of total volatility	-0.38	-0.50	+0.12
Sortino ratio: Return per unit of downside risk	0.36	-2.03	+2.39
Omega ratio: Gain probability vs. loss probability	1.04	0.79	+0.25
Calmar ratio: Return relative to maximum drawdown	-0.82	-1.00	+0.18
Martin ratio: Return relative to average drawdown	-1.04	-1.18	+0.15

RGTU vs. SMU - Sharpe Ratio Comparison

The current RGTU Sharpe Ratio is -0.38, which is comparable to the SMU Sharpe Ratio of -0.50. The chart below compares the historical Sharpe Ratios of RGTU and SMU, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RGTU vs. SMU - Drawdown Comparison

The maximum RGTU drawdown since its inception was -97.58%, roughly equal to the maximum SMU drawdown of -99.35%. Use the drawdown chart below to compare losses from any high point for RGTU and SMU.

Drawdown Indicators

	RGTU	SMU	Difference
Max Drawdown Largest peak-to-trough decline	-97.58%	-99.35%	+1.77%
Max Drawdown (1Y) Largest decline over 1 year	-97.58%	-99.35%	+1.77%
Current Drawdown Current decline from peak	-97.56%	-99.35%	+1.79%
Average Drawdown Average peak-to-trough decline	-65.68%	-78.28%	+12.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	77.44%	83.69%	-6.25%

Volatility

RGTU vs. SMU - Volatility Comparison

Tradr 2X Long RGTI Daily ETF (RGTU) and Tradr 2X Long SMR Daily ETF (SMU) have volatilities of 41.28% and 42.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RGTU	SMU	Difference
Volatility (1M) Calculated over the trailing 1-month period	41.28%	42.45%	-1.17%
Volatility (6M) Calculated over the trailing 6-month period	140.80%	132.74%	+8.06%
Volatility (1Y) Calculated over the trailing 1-year period	210.20%	198.75%	+11.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	215.65%	199.90%	+15.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	215.65%	199.90%	+15.75%

RGTU vs. SMU - Expense Ratio Comparison

Both RGTU and SMU have an expense ratio of 1.30%.

Dividends

RGTU vs. SMU - Dividend Comparison

RGTU's dividend yield for the trailing twelve months is around 94.40%, while SMU has not paid dividends to shareholders.

Position	TTM	2025
RGTU Tradr 2X Long RGTI Daily ETF	94.40%	20.63%
SMU Tradr 2X Long SMR Daily ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both RGTU and SMU in my portfolio?

RGTU and SMU have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RGTU or SMU?

SMU has higher volatility (42.45%) compared to RGTU (41.28%). In terms of maximum drawdown, RGTU dropped -97.58% vs SMU's -99.35%.

Which ETF is better, RGTU or SMU?

On 1-year performance, RGTU leads with -80.18% vs -99.23% for SMU. Both ETFs have the same 1.30% expense ratio. On volatility, RGTU has been the lower-risk option at 41.28%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RGTU or SMU?

Over the 1-year period, RGTU has performed better with a -80.18% return vs -99.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RGTU or SMU?

RGTU and SMU have the same expense ratio: 1.30% per year.

Which ETF pays a higher dividend yield, RGTU or SMU?

RGTU has the higher dividend yield at 94.40%, compared with 0.00% for SMU.

Which has better risk-adjusted returns?

RGTU currently has the higher Sharpe Ratio (-0.38 vs -0.50), 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.