UYG ranks 2nd and MEGX 37th of 95 funds in the Leveraged Long (2x & Other) Category.
MEGX vs UYG
0.0%by weight
MEGX −0.48pt a year
0.45%0.93%
UYG 61.2×the volume
29418K
MEGX vs UYG Performance
−13.8%−0.1%
- MEGX 0.45%, better
- UYG 0.93%
- MEGX $0
- UYG $785M
- MEGX
- UYG +14.9%
- MEGX
- UYG 10.63%
- MEGX 1
- UYG 82
- MEGX 294 sh
- UYG 18K sh, better
- MEGX $19.39
- UYG $95.07
ETF.net Grade
| Pillar | MEGX | UYG |
|---|---|---|
| Cost | A86Higher | A70 |
| Mission | ||
| Risk | C45 | A77Higher |
| Tradability | D25 | A79Higher |
| Holdings | ||
| Durability | F17 | A80Higher |
Rank among Leveraged Long (2x & Other) funds
Same Category. MEGX and UYG are both graded against the same 95 Leveraged Long (2x & Other) funds, so their Grades compare head to head.
Our read on each fund
MEGXC
UYGA
In short
UYG Listed in January 2007, a year before the banking crash, UYG targets 2x the daily move of the financial stocks in the S&P 500. A veteran of the leveraged shelf, priced at 0.93% with no fee waiver propping that number up.
Stated mandate
UYG UYG seeks pre-expense daily results equal to 2x the daily performance of the S&P Financial Select Sector Index. It is designed to provide magnified financials-sector exposure on a daily basis.
Why people hold it
Worth knowing
MEGX vs UYG Holdings
How MEGX and UYG differ
0.0%
About this figure: MEGX gets much of its exposure from swaps and futures, which aren’t counted.
UYG gets much of its exposure from swaps and futures, which aren’t counted.
Level by level
- Holdings0.0%
- Country98.4%
Sector
No Sector split for MEGX.
Country, concentration and asset class
Country
| Country | More in MEGXMore in UYG | Gap | MEGX | UYG |
|---|---|---|---|---|
| United States | MEGX +1.6 points | 100.0% | 98.4% | |
| Switzerland | UYG +1.6 points | 0.0% | 1.6% |
Concentration
- MEGX199.3%
- UYG68.4%
- MEGX0
- UYG81
Asset class
- MEGX
- Stocks
- UYG
- Stocks
Holdings
- Only in MEGX0
- In both0
- Only in UYG81
Only in MEGX
0 securities, 0.0% of MEGX by weight
Only in UYG
81 securities, 69.6% of UYG by weight
- Berkshire Hathaway Inc-Cl B7.85%
- JPMorgan Chase & Co6.56%
- Visa Inc-Class A Shares5.32%
- Proshares Genius Mny Mkt Etf5.10%
- Mastercard Inc - A3.90%
- TREASURY BILL, 0%, due 2026-12-103.17%
- Bank of America Corp2.37%
- Wells Fargo & Co1.87%
- Goldman Sachs Group Inc1.86%
- Morgan Stanley1.60%
- Citigroup Inc1.47%
- TREASURY BILL, 0%, due 2026-12-031.27%
- BlackRock Inc1.25%
- American Express Co1.25%
- Schwab (Charles) Corp1.10%
- S&P Global Inc1.04%
- Progressive Corp0.98%
- Chubb Ltd0.95%
- Capital One Financial Corp0.91%
- Cme Group Inc0.81%
- Bank of New York Mellon Corp0.74%
- Marsh & Mclennan Cos0.72%
- Intercontinental Exchange In0.71%
- Us Bancorp0.68%
- Pnc Financial Services Group0.66%
- Blackstone Inc0.66%
- TREASURY BILL, 0%, due 2026-11-100.64%
- Travelers Cos Inc/The0.61%
- Moody's Corp0.56%
- Arthur J Gallagher & Co0.53%
- Aon Plc-Class A0.52%
- Kkr & Co Inc0.49%
- Allstate Corp0.48%
- Robinhood Markets Inc - A0.47%
- Truist Financial Corp0.45%
- Aflac Inc0.41%
- Apollo Global Management Inc0.41%
- Metlife Inc0.39%
- PayPal Holdings Inc0.37%
- Fifth Third Bancorp0.35%
- Nasdaq Inc0.35%
- Msci Inc0.34%
- Block Inc0.34%
- State Street Corp0.34%
- Ameriprise Financial Inc0.33%
- Prudential Financial Inc0.30%
- American International Group0.30%
- Cboe Global Markets Inc0.27%
- Arch Capital Group Ltd0.27%
- Hartford Insurance Group Inc0.27%
Weight gaps
MEGX and UYG share no securities.
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.
MEGX vs UYG Cost
Overpaying UYG vs MEGX
$8,498
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
MEGX 0.45%
$9,041
UYG 0.93%
$17,539
Cost over time
Year by year
| Year | MEGX | UYG | Overpaying |
|---|---|---|---|
| 10 | $812 | $1,644 | $832 |
| 20 | $3,128 | $6,199 | $3,071 |
| 30 | $9,041 | $17,539 | $8,498 |
- 0.45%MEGX, cheaper
- 0.93%UYG
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
MEGX 3rd cheapest of 95 funds
UYG 29th cheapest of 95 funds
MEGX vs UYG Dividends
- MEGX
- UYG 10.63%
- MEGX None
- UYG $10.38
- MEGX
- UYG $0.09
- MEGX
- UYG Sep 23, 2026
- MEGX
- UYG Sep 29, 2026
- MEGX
- UYG Quarterly
Distribution history
MEGX vs UYG Risk
Fall from peak · 5 years
Risk facts
- Volatility
- MEGX UYG 30.5%
- Return per unit of risk
- MEGX UYG 1.04
- Worst fall
- MEGX UYG −47.8%
- Market sensitivity
- MEGX 1.95UYG 1.58
Popular comparisons
- 0.45% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.