TRUF vs USNG

TRUFCVanEck Financials TruSector ETF

USNGBAmplify Samsung U.S. Natural Gas Infrastructure ETF

In short

TRUF Most active funds exist to beat a benchmark. TRUF is active so it can hug one: it holds US financials at true market weight, sidestepping the diversification caps that force many sector funds to shrink their largest names.

USNG Most energy funds hand you the whole barrel. USNG tracks one molecule: natural gas, from wellhead to pipeline to export dock, in a compact active portfolio of roughly 25 US-listed names picked on growth at a reasonable price.

Stated mandate

TRUF The Fund is an actively managed ETF seeking long-term capital appreciation through securities of financials-related companies or instruments providing exposure to such companies.

USNG USNG seeks long-term capital appreciation through primarily U.S.-listed equity securities of natural gas companies benefiting from the U.S. natural gas infrastructure ecosystem across upstream, midstream, and downstream segments.

Why people hold it

• TRUF A 0.10% expense ratio, against a 0.65% median for actively managed US equity funds in its peer group.
• The hybrid build (individual stocks plus targeted ETFs) keeps a sector's biggest contributors at uncapped weight while staying inside fund diversification rules.businesswire.comvaneck.com
• Roughly 80 names, measured against the MarketVector Top US Financials Companies Index. The mandate is the sector itself, not a stock picker's shortlist.

• USNG One commodity, the full chain: upstream producers, midstream pipelines and downstream users, instead of a broad oil-and-gas basket.amplifyetfs.com
• A 0.59% expense ratio, below the median for its actively managed US equity peer group.
• Stock picking runs through an advertised GARP screen, pairing growth in the gas buildout with a valuation check rather than chasing either alone.amplifyetfs.com
• Built as a standard 1940 Act fund that pays quarterly, so income arrives on a set cadence with 1099 tax reporting, not partnership K-1s.amplifyetfs.com

Worth knowing

• TRUF VanEck says financials has not suffered the weighting distortions that hit tech and consumer discretionary, so the problem this structure solves is smaller here.vaneck.com
• Launched in 2026 and still a small fund, so spreads can run wider than in the sector's household-name ETFs. Limit orders are the usual tool for that.
• Owning other ETFs brings acquired fund fees, one of the items VanEck's expense arrangement does not cover, so total cost sits above the headline fee.vaneck.com

• USNG Roughly 25 holdings tied to one commodity chain. Gas prices, pipeline approvals and LNG policy move this portfolio hard in both directions.
• A small fund that trades thinly, so spreads can be wide. Limit orders and market-hours trading matter more here than with a mega-cap index fund.
• Launched in 2025, so the track record is short and our review places it in the lower half of its US active equity peer group.

Full TRUF profile⁠

Full USNG profile⁠