OKTG ranks 3rd and BEG 18th of 315 funds in the Single-Stock Long Leveraged Category.
BEG vs OKTG
0.3%by weight
Same figure. Both funds show the same value, so neither comes out ahead.
0.75%0.75%
BEG 9.7×the volume
373K38.5K
BEG vs OKTG Performance
+81.1%+247.6%
- BEG 0.75%
- OKTG 0.75%
- BEG $40M
- OKTG $8M
- BEG 5
- OKTG 5
- BEG 373K sh, better
- OKTG 38.5K sh
- BEG $24.54
- OKTG $53.95
ETF.net Grade
| Pillar | BEG | OKTG |
|---|---|---|
| Cost | A70 | A70 |
| Mission | B63 | A94Higher |
| Risk | C48 | A76Higher |
| Tradability | A76Higher | A73 |
| Holdings | ||
| Durability | B61Higher | C51 |
Rank among Single-Stock Long Leveraged funds
Same Category. BEG and OKTG are both graded against the same 315 Single-Stock Long Leveraged funds, so their Grades compare head to head.
Our read on each fund
BEGB
OKTGA
In short
BEG Two US ETFs offer 2x daily Bloom Energy exposure. BEG is the cheap one: 0.75% a year for a fund built to track 200% of BE's daily move, reset every single day.
OKTG A 2x daily amplifier on Okta, the identity-security stock, in an ETF wrapper. Leverage Shares prices it at 0.75%, under the typical leveraged single-stock fund, in a corner of the market built mostly around mega-caps.
Stated mandate
BEG The fund seeks daily investment results equal to 200% of Bloom Energy Corporation stock's daily performance before fees and expenses.
OKTG The fund seeks daily leveraged investment results equal to 200% of the daily performance of the publicly traded common stock identified as OKTA, before fees and expenses.
Why people hold it
Worth knowing
BEG vs OKTG Holdings
How BEG and OKTG differ
0.3%
Shared holdings make up 7.6% of BEG and 0.3% of OKTG.
Level by level
- Holdings0.3%
Sector
No Sector split for BEG and OKTG.
Country, concentration and asset class
Country
| Country | More in BEGMore in OKTG | BEG | OKTG |
|---|---|---|---|
| United States | Same weight | 100.0% | 100.0% |
Concentration
- BEG207.6%
- OKTG200.3%
- BEG1
- OKTG1
Asset class
- BEG
- Equity
- OKTG
- Equity
Holdings
- Only in BEG0
- In both1
- Only in OKTG0
Only in BEG
0 securities, 0.0% of BEG by weight
Only in OKTG
0 securities, 0.0% of OKTG by weight
Weight gaps
All 1 Holdings in both funds, largest gap first.
| Holding | More in BEGMore in OKTG | BEG | OKTG |
|---|---|---|---|
| First American Treasury Obligations Fund 01/01/2040 | BEG +7.25 points | 7.57% | 0.32% |
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BEG vs OKTG Cost
Same expense ratio
$14,482
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BEG 0.75%
$14,482
OKTG 0.75%
$14,482
Cost over time
Year by year
| Year | BEG | OKTG |
|---|---|---|
| 10 | $1,336 | $1,336 |
| 20 | $5,078 | $5,078 |
| 30 | $14,482 | $14,482 |
- 0.75%BEG
- 0.75%OKTG
- Middle half of Single-Stock Long Leveraged funds
- Median 0.97%
BEG 87th cheapest of 315 funds
OKTG 87th cheapest of 315 funds
BEG vs OKTG Dividends
- BEG None
- OKTG None
Distribution history
BEG vs OKTG Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- BEG 0.00OKTG 2.39
Popular comparisons
- 0.75% · 0.76%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.76%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.77%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.77%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.76%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.75% · 0.76%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.