PortfoliosLab logoPortfoliosLab logo
SATG vs. NRGU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SATG vs. NRGU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leverage Shares 2X Long SATS Daily ETF (SATG) and MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, SATG achieves a 7.62% return, which is significantly lower than NRGU's 125.94% return.


SATG

1D
6.08%
1M
8.25%
YTD
7.62%
6M
1Y
3Y*
5Y*
10Y*

NRGU

1D
-1.47%
1M
-6.46%
YTD
125.94%
6M
93.16%
1Y
171.19%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

SATG vs. NRGU - Yearly Performance Comparison


Correlation

The correlation between SATG and NRGU is -0.00, 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 (All Time)
Calculated using the full available price history since Dec 17, 2025

-0.00

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

SATG vs. NRGU — Risk / Return Rank

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

SATG

NRGU
NRGU Risk / Return Rank: 6464
Overall Rank
NRGU Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
NRGU Sortino Ratio Rank: 5353
Sortino Ratio Rank
NRGU Omega Ratio Rank: 5353
Omega Ratio Rank
NRGU Calmar Ratio Rank: 8282
Calmar Ratio Rank
NRGU Martin Ratio Rank: 6161
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.

SATG vs. NRGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 2X Long SATS Daily ETF (SATG) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SATG vs. NRGU - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


SATGNRGUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

0.43

-0.06

Drawdowns

SATG vs. NRGU - Drawdown Comparison

The maximum SATG drawdown since its inception was -39.11%, smaller than the maximum NRGU drawdown of -57.50%. Use the drawdown chart below to compare losses from any high point for SATG and NRGU.


Loading charts...

Drawdown Indicators


SATGNRGUDifference

Max Drawdown

Largest peak-to-trough decline

-39.11%

-57.50%

+18.39%

Max Drawdown (1Y)

Largest decline over 1 year

-39.95%

Current Drawdown

Current decline from peak

-24.99%

-22.07%

-2.92%

Average Drawdown

Average peak-to-trough decline

-20.41%

-25.41%

+5.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.01%

Volatility

SATG vs. NRGU - Volatility Comparison


Loading charts...

Volatility by Period


SATGNRGUDifference

Volatility (1M)

Calculated over the trailing 1-month period

31.62%

Volatility (6M)

Calculated over the trailing 6-month period

61.19%

Volatility (1Y)

Calculated over the trailing 1-year period

111.16%

75.02%

+36.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

111.16%

89.03%

+22.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

111.16%

89.03%

+22.13%

SATG vs. NRGU - Expense Ratio Comparison

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


Dividends

SATG vs. NRGU - Dividend Comparison

Neither SATG nor NRGU has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


SATG and NRGU have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, SATG is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

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

SATG and NRGU have nearly identical dividend yields, around 0.00%.

They also come from different issuers: Leverage Shares and BMO. Their fees differ too: 0.75% for SATG and 0.95% for NRGU.

Portfolio Optimizer

Find the right allocation for SATG and NRGU

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer