MSFW ranks 3rd and UNHW 7th of 17 funds in the Leveraged Single-Stock Income Category.
MSFW vs UNHW
UNHW −0.01pt a year
1.00%0.99%
MSFW 1.9×the volume
12K6.44K
MSFW vs UNHW Performance
+11.6%+21.6%
- MSFW 1.00%
- UNHW 0.99%, better
- MSFW $29M
- UNHW $5M
- MSFW +7.5%
- UNHW
- MSFW 29.15%
- UNHW
- MSFW 4
- UNHW 4
- MSFW 12K sh, better
- UNHW 6.44K sh
- MSFW $32.89
- UNHW $44.65
ETF.net Grade
| Pillar | MSFW | UNHW |
|---|---|---|
| Cost | C48 | C48 |
| Mission | A89 | A89 |
| Risk | C52 | B66Higher |
| Tradability | B57Higher | D34 |
| Holdings | A76Higher | C46 |
| Durability | C50Higher | D26 |
Rank among Leveraged Single-Stock Income funds
Same Category. MSFW and UNHW are both graded against the same 17 Leveraged Single-Stock Income funds, so their Grades compare head to head.
Our read on each fund
MSFWB
UNHWB
In short
MSFW Most leveraged single-stock funds reset daily at 2x. MSFW dials it down: 1.2 times Microsoft's calendar-week total return, a payout every week, 1.00% with no fee waiver.
UNHW Most single-stock leverage funds reset daily. UNHW works on the calendar week, aiming for 1.2 times UnitedHealth's weekly total return before fees, with weekly payouts written into the mandate.
Stated mandate
MSFW MSFW seeks to provide weekly distributions and calendar-week returns, before fees and expenses, equal to 1.2 times the calendar-week total return of Microsoft common shares.
UNHW UNHW seeks weekly distributions and calendar-week returns, before fees and expenses, equal to 1.2 times the calendar-week total return of UnitedHealth Group common shares.
Why people hold it
Worth knowing
MSFW vs UNHW 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.
MSFW vs UNHW Cost
Overpaying MSFW vs UNHW
$163
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
MSFW 1.00%
$18,688
UNHW 0.99%
$18,525
Cost over time
Year by year
| Year | MSFW | UNHW | Overpaying |
|---|---|---|---|
| 10 | $1,763 | $1,746 | $17 |
| 20 | $6,625 | $6,565 | $60 |
| 30 | $18,688 | $18,525 | $163 |
- 1.00%MSFW
- 0.99%UNHW, cheaper
- Middle half of Leveraged Single-Stock Income funds
- Median 1.00%
UNHW 3rd cheapest of 17 funds
MSFW 9th cheapest of 17 funds
MSFW vs UNHW Dividends
- MSFW 29.15%
- UNHW
- MSFW $9.84
- UNHW
- MSFW $0.17
- UNHW $0.23
- MSFW Nov 9, 2026
- UNHW Nov 9, 2026
- MSFW Pays Nov 10, 2026
- UNHW Pays Nov 10, 2026
- MSFW Weekly
- UNHW Weekly
Distribution history
MSFW vs UNHW Risk
Fall from peak · 5 years
Risk facts
- Volatility
- MSFW 42.3%UNHW
- Return per unit of risk
- MSFW −0.03UNHW
- Worst fall
- MSFW −41.9%UNHW
- Market sensitivity
- MSFW 1.41UNHW 2.60
Popular comparisons
- 1.00% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.00% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 1.00%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.00% · 0.99%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.99% · 0.99%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.