MARM vs NUGT

MARM vs NUGT

Which is better, MARM or NUGT?

Each has led over a different period.

MARM has a lower expense ratio. MARM led over 1Y, NUGT over the full window.

Lower Fees: MARMHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricMARMNUGT
Expense Ratio0.85%Best1.13%
AUM$107M$993M
Dividend Yield0.00%0.75%
Holdings1020
YTD Return+4.78%Best-27.70%
1Y Return+6.26%Best-17.67%
3Y Return (annualized)-+64.31%
5Y Return (annualized)-+21.20%
Volatility (annualized)1.9%Best85.3%
Max Drawdown-2.7%Best-67.4%
$10,000 over 2.5 years$11,848$39,588Best
Fund FamilyFirst Trust Portfolios (US)Direxion Shares ETF Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionMar 26, 2024Dec 8, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.5 years row, are measured over the window both funds cover: Mar 27, 2024 to Oct 14, 2026 (2.5 years).

MARM vs NUGT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare MARM against instead:MARM vs SPYMARM vs QQQMARM vs VOOMARM vs VTINUGT against:NUGT vs VXUS

MARM vs NUGT Performance

FT Vest US Equity Max Buffer ETF - March (MARM) is an ETF from First Trust Portfolios (US) and Direxion Daily Gold Miners Index Bull 2X ETF (NUGT) is an ETF from Direxion Shares ETF Trust. Over the past year MARM returned +6.26% while NUGT returned -17.67%. Year to date, MARM is up 4.78% versus a loss of 27.70% for NUGT.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NUGT has been the more volatile fund, with annualized monthly volatility of 85.3% compared with 1.9% for MARM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -2.7% for MARM and -67.4% for NUGT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.00. They move largely independently of each other.

Fees and Cost Over Time

MARM charges 0.85% per year while NUGT charges 1.13%. On a $10,000 position that is $85 vs $113 annually, a gap of $28 per year that compounds over a long holding period. On income, MARM currently yields 0.00% against 0.75% for NUGT.

You are not choosing between two funds in isolation.

Whichever of MARM and NUGT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MARMNUGT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, MARM or NUGT?

MARM has an expense ratio of 0.85% while NUGT charges 1.13%. MARM is the cheaper option, by $28 a year on a $10,000 investment.

Which performed better, MARM or NUGT?

Over the past year MARM returned +6.26% vs -17.67% for NUGT, so MARM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MARM or NUGT?

NUGT has been the more volatile fund at 85.3% annualized versus 1.9% for MARM. Worst drawdown: MARM -2.7% vs NUGT -67.4%.

Should I hold both MARM and NUGT?

MARM and NUGT have a monthly-return correlation of 0.00, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MARM or NUGT?

MARM yields 0.00% while NUGT yields 0.75%, so NUGT currently pays the higher dividend yield.

Is NUGT better than MARM?

MARM has a lower expense ratio. MARM led over 1Y, NUGT over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.