Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
MicroSectorsTM Oil & Gas Exploration & Production 3X Leveraged ETNs (OILU)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
07/31/2025: OILU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -57.73% | Avg. Invested days 21 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.66 | 52 Weeks Range 15.15 - 43.77 | Updated Date 06/29/2025 |
52 Weeks Range 15.15 - 43.77 | Updated Date 06/29/2025 |
Upturn AI SWOT
MicroSectorsTM Oil & Gas Exploration & Production 3X Leveraged ETNs
ETF Overview
Overview
The MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETNs (OILU) provides 3x leveraged exposure to an index of US oil and gas exploration and production companies. It seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Solactive MicroSectors U.S. Big Oil Index.
Reputation and Reliability
REX Shares is the issuer. They are known for creating leveraged and inverse products. Their reliability is tied to the risks inherent in leveraged products.
Management Expertise
REX Shares specializes in complex ETF and ETN products. Their management team has experience in structured finance and derivatives.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the Solactive MicroSectors U.S. Big Oil Index.
Investment Approach and Strategy
Strategy: The ETN aims to deliver three times the daily performance of the Solactive MicroSectors U.S. Big Oil Index.
Composition The ETN's value is linked to the performance of the Solactive MicroSectors U.S. Big Oil Index, which consists of US-listed oil and gas exploration and production companies.
Market Position
Market Share: OILU holds a relatively small market share within the leveraged energy ETF/ETN space.
Total Net Assets (AUM): 67700000
Competitors
Key Competitors
- GUSH
- NRGU
- DIG
Competitive Landscape
The leveraged energy ETF/ETN space is competitive. OILU offers 3x leverage to a specific sector, while competitors may focus on broader energy indexes or different leverage factors. OILU's specific index can be an advantage or disadvantage depending on investor view on the underlying companies. Risk management is crucial with leveraged funds.
Financial Performance
Historical Performance: Historical performance is highly volatile due to the 3x leverage. Long-term holding is generally not advised.
Benchmark Comparison: Performance should be compared to 3x the Solactive MicroSectors U.S. Big Oil Index daily, understanding that compounding effects will cause divergence over longer periods.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
OILU's average trading volume can vary, but is generally moderate, which can impact trade execution.
Bid-Ask Spread
The bid-ask spread can widen, especially during volatile market conditions, impacting trading costs.
Market Dynamics
Market Environment Factors
Oil prices, geopolitical events, and investor sentiment toward the energy sector significantly influence OILU.
Growth Trajectory
The growth trajectory of OILU depends on the energy sector's performance and investor demand for leveraged products. Strategy and holdings are tied to the index methodology.
Moat and Competitive Advantages
Competitive Edge
OILU's competitive advantage lies in its specific focus on US oil and gas exploration and production companies with 3x leverage. This allows investors to express a bullish short-term view on this particular segment. However, the leveraged nature and focused composition make it riskier than broader energy ETFs. This ETN is mainly for short-term trading.
Risk Analysis
Volatility
OILU is highly volatile due to its 3x leverage, magnifying both gains and losses.
Market Risk
OILU faces significant market risk due to fluctuations in oil prices and the performance of the underlying oil and gas companies. Compounding and volatility decay can significantly impact returns over longer periods.
Investor Profile
Ideal Investor Profile
OILU is suitable for sophisticated investors with a high-risk tolerance who seek short-term leveraged exposure to the US oil and gas exploration and production sector.
Market Risk
OILU is best suited for active traders with a short-term investment horizon, not long-term investors or passive index followers.
Summary
The MicroSectors Oil & Gas Exploration & Production 3X Leveraged ETNs (OILU) offers a leveraged play on US oil and gas exploration and production companies. It's designed for short-term, active traders who understand the risks associated with leveraged products. Due to compounding and volatility decay, OILU is not suitable for long-term investments. Investors should closely monitor the energy market and manage their risk accordingly.
Peer Comparison
Sources and Disclaimers
Data Sources:
- REX Shares Website
- Solactive Index Website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Leveraged ETFs are inherently risky and may not be suitable for all investors. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
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.
About MicroSectorsTM Oil & Gas Exploration & Production 3X Leveraged ETNs
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
NA
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.