NRGU vs. FTRI ETF Comparison
Comparison of MicroSectors U.S. Big Oil Index 3X Leveraged ETN (NRGU) to First Trust Indxx Global Natural Resources Income ETF (FTRI)
NRGU
MicroSectors U.S. Big Oil Index 3X Leveraged ETN
NRGU Description
The investment seeks to reflect a 3x leveraged long exposure to the performance of the Solactive MicroSectorsTM U.S. Big Oil Index on a daily basis. The notes are senior unsecured medium-term notes issued by Bank of Montreal with a return linked to a three times leveraged participation in the performance of the index, compounded daily, less a Daily Investor Fee, the Daily Financing Charge and, if applicable, the Redemption Fee Amount. The index is an equal-dollar weighted index designed to represent the 10 U.S. listed stocks with the largest market capitalization in the energy/oil sector.
Grade (RS Rating)
Last Trade
$640.01
Average Daily Volume
32,517
10
FTRI
First Trust Indxx Global Natural Resources Income ETF
FTRI Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Indxx Global Natural Resources Income Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks and/or depositary receipts that comprise the index. The index is a 50-stock free float adjusted market capitalization weighted index designed to measure the market performance of the 50 highest dividend yielding companies involved in the upstream segment of the natural resources sector. The fund is non-diversified.Grade (RS Rating)
Last Trade
$13.57
Average Daily Volume
87,552
19
Performance
| Period | NRGU | FTRI |
|---|---|---|
| 30 Days | 7.57% | 3.30% |
| 60 Days | 38.85% | 9.31% |
| 90 Days | 51.56% | 9.54% |
| 12 Months | 68.60% | 11.62% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NRGU | Weight in FTRI | Overlap |
|---|
NRGU Underweight 19 Positions Relative to FTRI
NRGU: Top Represented Industries & Keywords
FTRI: Top Represented Industries & Keywords
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