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URTY and TQQQ share 16.4% of their holdings.
| Side by side | URTY | TQQQ | SOXL |
|---|---|---|---|
| Strategy | Leveraged · 3x | Leveraged · 3x | Leveraged · 3x |
| Expense ratio | 1.13% | 0.94% | 0.91% |
| Cost per year on $10k | $113 | $94 | $91 |
| Trailing 12-mo yield | 0.89% | 0.70% | 0.09% |
| Income per year on $10k | $89 | $70 | $9 |
| YTD | +33.5% | +32.2% | +143.8% |
| 1 year | +25.8% | +17.2% | +118.2% |
| 3 years · per year | +37.9% | +60.0% | +82.8% |
| 5 years · per year | −8.0% | +15.5% | +18.3% |
| Worst drop · 1Y | −32.6% | −37.0% | −72.7% |
| Volatility · 1Y | 54.0% | 59.5% | 139.3% |
| Holdings | 1,970 | 123 | 44 |
| Assets | $285M | $37.3B | $25.6B |
| Leverage | 3x daily | 3x daily | 3x daily |
| Since | 2010 | 2010 | 2010 |
Highlighted = best in the row. Returns include dividends.