OKTG ranks 3rd and IOSX 123rd of 315 funds in the Single-Stock Long Leveraged Category.
IOSX vs OKTG
IOSX −0.30pt a year
0.45%0.75%
OKTG 91.4×the volume
42138.5K
IOSX vs OKTG Performance
+20.2%+79.7%
- IOSX 0.45%, better
- OKTG 0.75%
- IOSX $1M
- OKTG $8M
- IOSX 1
- OKTG 5
- IOSX 421 sh
- OKTG 38.5K sh, better
- IOSX $35.36
- OKTG $53.95
ETF.net Grade
| Pillar | IOSX | OKTG |
|---|---|---|
| Cost | A88Higher | A70 |
| Mission | A94 | |
| Risk | A97Higher | A76 |
| Tradability | D28 | A73Higher |
| Holdings | ||
| Durability | F21 | C51Higher |
Rank among Single-Stock Long Leveraged funds
Same Category. IOSX 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
IOSXC
OKTGA
In short
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
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
IOSX 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.
IOSX vs OKTG Cost
Overpaying OKTG vs IOSX
$5,441
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
IOSX 0.45%
$9,041
OKTG 0.75%
$14,482
Cost over time
Year by year
| Year | IOSX | OKTG | Overpaying |
|---|---|---|---|
| 10 | $812 | $1,336 | $524 |
| 20 | $3,128 | $5,078 | $1,950 |
| 30 | $9,041 | $14,482 | $5,441 |
- 0.45%IOSX, cheaper
- 0.75%OKTG
- Middle half of Single-Stock Long Leveraged funds
- Median 0.97%
IOSX 7th cheapest of 315 funds
OKTG 87th cheapest of 315 funds
IOSX vs OKTG Dividends
- IOSX None
- OKTG None
Distribution history
IOSX vs OKTG Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- IOSX −2.13OKTG 2.39
Popular comparisons
- 0.45% · 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.
- 0.45% · 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.
- 0.45% · 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.