ELCV vs FNGG

ELCV vs FNGG
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Quick Verdict

ELCV has a lower expense ratio. FNGG delivered stronger 1-year returns. ELCV offers more diversification with 47 holdings.

Lower Fees: ELCVHigher Returns: FNGGMore Diversified: ELCV

Side-by-Side Comparison

MetricELCVFNGGWinner
Expense Ratio0.49%0.97%
AUM$262M$143M
Dividend Yield2.15%10.70%
Holdings4718
YTD Return+19.12%+33.72%
1Y Return+22.36%+33.40%
3Y Return (annualized)-+61.59%
5Y Return (annualized)-+4.44%
Volatility (annualized)13.8%58.5%
Max Drawdown-18.4%-91.3%
Fund FamilyEventideDirexion Shares ETF Trust
CategoryEquityAlternative
InceptionSep 30, 2024Sep 29, 2021

ELCV vs FNGG Performance

Eventide High Dividend ETF (ELCV) is a ETF from Eventide and Direxion Daily NYSE FANG+ Bull 2X ETF (FNGG) is a ETF from Direxion Shares ETF Trust. Over the past year ELCV returned +22.36% while FNGG returned +33.40%. Year to date, ELCV is up 19.12% versus a gain of 33.72% for FNGG.

Risk: Volatility and Drawdowns

FNGG has been the more volatile fund, with annualized monthly volatility of 58.5% compared with 13.8% for ELCV. 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 -18.4% for ELCV and -91.3% for FNGG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.17. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ELCV charges 0.49% per year while FNGG charges 0.97%. On a $10,000 position that is $49 vs $97 annually, a gap of $48 per year that compounds over a long holding period. On income, ELCV currently yields 2.15% against 10.70% for FNGG.

Holdings Overlap

3.9%overlap

ELCV and FNGG share 2 holdings out of 57 unique holdings combined, representing a 3.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in ELCVWeight in FNGGDifference
MU2.12%4.58%2.46%
AVGO1.76%3.96%2.20%

Frequently Asked Questions

Which is cheaper, ELCV or FNGG?

ELCV has an expense ratio of 0.49% while FNGG charges 0.97%. ELCV is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, ELCV or FNGG?

Over the past year ELCV returned +22.36% vs +33.40% for FNGG, so FNGG leads on 1-year performance. Over the longest common window we track (2 years), ELCV annualized +15.00% vs +4.44% for FNGG. Past performance does not guarantee future results.

Which is riskier, ELCV or FNGG?

FNGG has been the more volatile fund at 58.5% annualized versus 13.8% for ELCV. Worst drawdown: ELCV -18.4% vs FNGG -91.3%.

Should I hold both ELCV and FNGG?

ELCV and FNGG have a monthly-return correlation of 0.17, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ELCV and FNGG?

ELCV and FNGG share 2 common holdings with a 3.9% weight overlap. Combined, they hold 57 unique securities.

Which pays a higher dividend, ELCV or FNGG?

ELCV yields 2.15% while FNGG yields 10.70%, so FNGG currently pays the higher dividend yield.

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