LTAX vs BULG

Comparison between Nomura TaxFree USA ETF (LTAX, ETF) and LEVERAGE SHARES 2X LONG BULL DAILY ETF (BULG, ETF).

LTAX vs BULG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTAX(ETF)	BULG(ETF)
Net Assets	$6.30M	$6.40M
Expense Ratio	0.39%	N/A
Max Drawdown	3.49%	94.15%
Sharpe Ratio	0.17	-1.62
5Y Beta	0.16	4.86

Net Assets

LTAX

$6.30M

Winner

BULG

$6.40M

Expense Ratio

LTAX

0.39%

BULG

N/A

Max Drawdown

Winner

LTAX

3.49%

BULG

94.15%

Sharpe Ratio

Winner

LTAX

0.17

BULG

-1.62

5Y Beta

Winner

LTAX

0.16

BULG

4.86

LTAX vs BULG - Historical Returns

Returns include dividend reinvestment.

Period	LTAX	BULG
1 month	+1.07%	-19.30%
3 months	+2.09%	+27.67%
6 months	+1.89%	-63.48%
1 year	N/A	-88.68%
Max(CAGR)	+4.67%	-92.64%

Winner

LTAX

+1.07%

BULG

-19.30%

LTAX

+2.09%

Winner

BULG

+27.67%

Winner

LTAX

+1.89%

BULG

-63.48%

LTAX

N/A

BULG

-88.68%

Max(CAGR)

Winner

LTAX

+4.67%

BULG

-92.64%

LTAX vs BULG - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	LTAX	BULG
2026	+1.89%	-53.16%
2025	N/A	-78.14%

LTAX vs BULG Drawdown Comparison

The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.

The maximum drawdown for BULG was -94.15%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current LTAX drawdown is -0.01%. The current BULG drawdown is -90.11%.

Rank	LTAX	BULG
#1	-3.18% Feb 26, 2026 - May 29, 2026	-94.15% Aug 15, 2025 - Mar 30, 2026
#2	-0.78% Jan 14, 2026 - Feb 5, 2026	-7.99% Aug 12, 2025 - Aug 15, 2025
#3	-0.51% Jun 4, 2026 - Jun 10, 2026	N/A
#4	-0.27% Feb 10, 2026 - Feb 12, 2026	N/A
#5	-0.27% Feb 5, 2026 - Feb 9, 2026	N/A
#6	-0.21% Jun 2, 2026 - Jun 4, 2026	N/A
#7	-0.19% Feb 24, 2026 - Feb 26, 2026	N/A
#8	-0.01% Feb 13, 2026 - Feb 18, 2026	N/A
#9	-0.00% Feb 19, 2026 - Feb 24, 2026	N/A