UGE ranks 12th and WX 37th of 95 funds in the Leveraged Long (2x & Other) Category.
UGE vs WX
WX −0.75pt a year
0.95%0.20%
UGE 130.7×the volume
37.3K285
UGE vs WX Performance
+9.8%−3.2%
- UGE 0.95%
- WX 0.20%, better
- UGE $11M
- WX $1M
- UGE +33.7%
- WX
- UGE 1.92%
- WX
- UGE 34
- WX 1
- UGE 37.3K sh, better
- WX 285 sh
- UGE $21.14
- WX $22.96
ETF.net Grade
| Pillar | UGE | WX |
|---|---|---|
| Cost | C51 | A100Higher |
| Mission | ||
| Risk | A75Higher | A71 |
| Tradability | B65Higher | D31 |
| Holdings | ||
| Durability | B63Higher | F23 |
Rank among Leveraged Long (2x & Other) funds
Same Category. UGE and WX are both graded against the same 95 Leveraged Long (2x & Other) funds, so their Grades compare head to head.
Our read on each fund
UGEB
WXC
In short
UGE Leverage pointed at the market's sleepiest aisle. UGE aims for twice the daily move of the S&P 500's consumer staples names, the soap-soda-and-cereal corner, and it has been doing it since 2007.
Stated mandate
UGE The fund seeks daily returns, before fees and expenses, equal to twice the daily performance of the S&P Consumer Staples Select Sector Index.
Why people hold it
Worth knowing
UGE vs WX 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.
UGE vs WX Cost
Overpaying UGE vs WX
$13,714
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UGE 0.95%
$17,869
WX 0.20%
$4,155
Cost over time
Year by year
| Year | UGE | WX | Overpaying |
|---|---|---|---|
| 10 | $1,678 | $365 | $1,313 |
| 20 | $6,322 | $1,421 | $4,901 |
| 30 | $17,869 | $4,155 | $13,714 |
- 0.95%UGE
- 0.20%WX, cheaper
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
WX cheapest of 95 funds
UGE 32nd cheapest of 95 funds
UGE vs WX Dividends
- UGE 1.92%
- WX
- UGE $0.41
- WX None
- UGE $0.10
- WX
- UGE Sep 23, 2026
- WX
- UGE Sep 29, 2026
- WX
- UGE Quarterly
- WX
Distribution history
UGE vs WX Risk
Fall from peak · 5 years
Risk facts
- Volatility
- UGE 26.3%WX
- Return per unit of risk
- UGE 0.55WX
- Worst fall
- UGE −56.5%WX
- Market sensitivity
- UGE 0.80WX 2.76
Popular comparisons
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.