OKTG ranks 3rd and ISUL 255th of 315 funds in the Single-Stock Long Leveraged Category.
ISUL vs OKTG
OKTG −0.78pt a year
1.53%0.75%
ISUL 1.8×the volume
68.8K38.5K
ISUL vs OKTG Performance
−51.8%+247.6%
- ISUL 1.53%
- OKTG 0.75%, better
- ISUL $10M
- OKTG $8M
- ISUL −47.0%
- OKTG
- ISUL 2
- OKTG 5
- ISUL 68.8K sh, better
- OKTG 38.5K sh
- ISUL $19.67
- OKTG $53.95
ETF.net Grade
| Pillar | ISUL | OKTG |
|---|---|---|
| Cost | F3 | A70Higher |
| Mission | A94 | A94 |
| Risk | B58 | A76Higher |
| Tradability | A75Higher | A73 |
| Holdings | ||
| Durability | B63Higher | C51 |
Rank among Single-Stock Long Leveraged funds
Same Category. ISUL 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
ISULD
OKTGA
In short
ISUL ISUL points 2x daily leverage at Intuitive Surgical, the medical-device maker, and resets every session. A one-day trading tool aimed at the operating room instead of another mega-cap tech name.
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
ISUL The Fund seeks daily investment results equal to 2 times the daily percentage change of Intuitive Surgical, Inc.'s common stock, 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
ISUL 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.
ISUL vs OKTG Cost
Overpaying ISUL vs OKTG
$12,224
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
ISUL 1.53%
$26,706
OKTG 0.75%
$14,482
Cost over time
Year by year
| Year | ISUL | OKTG | Overpaying |
|---|---|---|---|
| 10 | $2,639 | $1,336 | $1,303 |
| 20 | $9,685 | $5,078 | $4,607 |
| 30 | $26,706 | $14,482 | $12,224 |
- 1.53%ISUL
- 0.75%OKTG, cheaper
- Middle half of Single-Stock Long Leveraged funds
- Median 0.97%
OKTG 87th cheapest of 315 funds
ISUL 301st cheapest of 315 funds
ISUL vs OKTG Dividends
- ISUL None
- OKTG None
Distribution history
ISUL vs OKTG Risk
Fall from peak · 5 years
Risk facts
- Volatility
- ISUL 50.4%OKTG
- Return per unit of risk
- ISUL −1.06OKTG
- Worst fall
- ISUL −72.2%OKTG
- Market sensitivity
- ISUL 0.40OKTG 2.39
Popular comparisons
- 1.53% · 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.
- 1.53% · 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.
- 1.53% · 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.