OKTG ranks 3rd and BEX 84th of 315 funds in the Single-Stock Long Leveraged Category.
BEX vs OKTG
OKTG −0.55pt a year
1.30%0.75%
BEX 70.8×the volume
2.72M38.5K
BEX vs OKTG Performance
+89.9%+247.6%
- BEX 1.30%
- OKTG 0.75%, better
- BEX $173M
- OKTG $8M
- BEX 1
- OKTG 5
- BEX 2.72M sh, better
- OKTG 38.5K sh
- BEX $17.84
- OKTG $53.95
ETF.net Grade
| Pillar | BEX | OKTG |
|---|---|---|
| Cost | D32 | A70Higher |
| Mission | A87 | A94Higher |
| Risk | C46 | A76Higher |
| Tradability | A84Higher | A73 |
| Holdings | ||
| Durability | A70Higher | C51 |
Rank among Single-Stock Long Leveraged funds
Same Category. BEX 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
BEXC
OKTGA
In short
BEX One stock, twice the daily swing. BEX aims to deliver two times Bloom Energy's daily move, resetting every session, and it is one of only two US ETFs offering leveraged exposure to the fuel-cell maker.
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
BEX The fund seeks daily investment results, before fees and expenses, equal to two times the daily performance of Bloom Energy Corporation common shares.
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
BEX vs OKTG Holdings
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.
BEX vs OKTG Cost
Overpaying BEX vs OKTG
$8,887
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
BEX 1.30%
$23,369
OKTG 0.75%
$14,482
Cost over time
Year by year
| Year | BEX | OKTG | Overpaying |
|---|---|---|---|
| 10 | $2,263 | $1,336 | $927 |
| 20 | $8,393 | $5,078 | $3,315 |
| 30 | $23,369 | $14,482 | $8,887 |
- 1.30%BEX
- 0.75%OKTG, cheaper
- Middle half of Single-Stock Long Leveraged funds
- Median 0.97%
OKTG 87th cheapest of 315 funds
BEX 229th cheapest of 315 funds
BEX vs OKTG Dividends
- BEX None
- OKTG None
Distribution history
BEX vs OKTG Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- BEX 18.83OKTG 2.39
Popular comparisons
- 1.30% · 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.
- 1.30% · 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.
- 1.30% · 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.