UYG ranks 2nd and USMX 37th of 95 funds in the Leveraged Long (2x & Other) Category.
USMX vs UYG
USMX −0.48pt a year
0.45%0.93%
UYG 176.3×the volume
9817.3K
USMX vs UYG Performance
+0.9%−1.2%
- USMX 0.45%, better
- UYG 0.93%
- USMX $0
- UYG $777M
- USMX
- UYG +11.5%
- USMX
- UYG 11.13%
- USMX 1
- UYG 83
- USMX 98 sh
- UYG 17.3K sh, better
- USMX $25.14
- UYG $93.27
ETF.net Grade
| Pillar | USMX | UYG |
|---|---|---|
| Cost | A86Higher | A70 |
| Mission | ||
| Risk | A84Higher | A76 |
| Tradability | D30 | A78Higher |
| Holdings | ||
| Durability | F20 | A80Higher |
Rank among Leveraged Long (2x & Other) funds
Same Category. USMX 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
USMXC
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
USMX vs UYG 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.
USMX vs UYG Cost
Overpaying UYG vs USMX
$8,498
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
USMX 0.45%
$9,041
UYG 0.93%
$17,539
Cost over time
Year by year
| Year | USMX | UYG | Overpaying |
|---|---|---|---|
| 10 | $812 | $1,644 | $832 |
| 20 | $3,128 | $6,199 | $3,071 |
| 30 | $9,041 | $17,539 | $8,498 |
- 0.45%USMX, cheaper
- 0.93%UYG
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
USMX 3rd cheapest of 95 funds
UYG 29th cheapest of 95 funds
USMX vs UYG Dividends
- USMX
- UYG 11.13%
- USMX None
- UYG $10.38
- USMX
- UYG $0.09
- USMX
- UYG Sep 23, 2026
- USMX
- UYG Sep 29, 2026
- USMX
- UYG Quarterly
Distribution history
USMX vs UYG Risk
Fall from peak · 5 years
Risk facts
- Volatility
- USMX UYG 30.5%
- Return per unit of risk
- USMX UYG 1.04
- Worst fall
- USMX UYG −47.8%
- Market sensitivity
- USMX 2.23UYG 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.