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MicroSectors FANG+ 3X Leveraged(FNGU)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FNGU
09/25/2026: FNGU (5-star) is a STRONG-BUY. BUY for 35 days. Simulated Profits (6.53%). Updated daily EoD!
FNGU is a leveraged ETF designed to provide 300% of the daily performance of the NYSE FANG+ Index, consisting of ten prominent technology and growth companies. Its primary strength lies in its high liquidity and ability to provide aggressive exposure to growth momentum, making it a popular tool for active, short-term tactical trading. However, the fund carries significant risks, primarily leverage decay, which erodes value during periods of high volatility or sideways movement. It is best suited for traders who monitor market trends closely and can exit positions quickly, as it is fundamentally unsuited for long-term buy-and-hold investors. Key factors to monitor include interest rate environments and the sentiment surrounding major technology stocks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for short-term tactical use rather than long-term growth investing due to leverage decay. |
| Momentum investor | Strong fit while signal remains positive | Active momentum traders can use this to amplify gains during clear upward trends in tech stocks. |
| Value investor | Weak fit | The fund focuses on high-multiple growth stocks and uses leverage, which is opposite to traditional value strategies. |
| Dividend/Income investor | Weak fit | The fund is designed for capital appreciation of leveraged returns and does not provide stable dividend income. |
| Low-risk investor | Weak fit | The high volatility and daily rebalancing risk make this unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Experienced active traders with a high risk tolerance and a short-term tactical horizon.
Suitability
Strictly for active traders; not suitable for long-term holding due to the mathematical effects of compounding and decay.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Strong | The 3x leverage multiplier drastically intensifies price swings, risking rapid loss of principal. |
| Market risk | High | The fund is entirely exposed to equity market direction, with no hedge against broad market downturns. |
| Concentration | High | Performance depends on just ten mega-cap technology stocks, leaving the fund vulnerable to idiosyncratic sector risks. |
| Tracking/expense | Medium / high | Daily rebalancing and derivative costs lead to significant tracking error and erosion of returns over time. |
| Liquidity | Low | While the ETF is liquid, the underlying stocks or derivative markets could experience liquidity issues during market stress. |
| Business/sector quality | Medium | The strategy is dependent on the continued high growth and sector dominance of the FANG+ constituents. |
Risk Analysis
Volatility
Extremely high; the fund is engineered to amplify the volatility of the underlying index by 3x daily.
Market Risk
High sensitivity to technology sector performance; susceptible to systemic market downturns and sector-specific shocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock / Derivatives | NYSE FANG+ Index (3x daily leverage target) | 100 | This fund uses swaps to amplify the daily movement of the top 10 companies in the FANG+ index by a factor of 3. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type ETF | Historic Profit 72.08% | Avg. Invested days 68 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 23, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $6.87B |
| Issuer | BMO Capital Markets |
| Expense Ratio | 0.95% |
| Distribution Yield | 0% |
| Inception | Jan 22, 2018 |
Performance
| Period | Total Return |
|---|---|
| YTD | -25.65% |
| 1 Year | +17.33% |
| 3 Year | +69.63% |
| 5 Year | +41.03% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 58.45% |
| 3Y Volatility | 82.2% |
| 3Y Sharpe Ratio | 0.83 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 80.80% |
| Large Cap | 19.20% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 61.00% |
| Communication Services | 28.88% |
| Consumer Cyclicals | 10.11% |
| Basic Materials | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.11x |
| Portfolio P/B | 7.41x |
| Portfolio P/S | 7.48x |
| Holdings Turnover | 0.0% |
| Distribution Yield | 0% |
Top Holdings
| Holding | Weight |
|---|---|
| Micron Technology | 11.24% |
| Meta Platforms | 10.39% |
| Broadcom | 10.20% |
| NVIDIA | 10.17% |
| Palantir Technologies | 10.08% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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