USCF Gold Strategy Plus Income Fund (USG) belongs to the Gold category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with USG. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USG
USG charges 0.45% annually. No mutual funds in the Gold category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.48%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 0.48% | — | Jan 2018 | USG vs CEF | |
| Franklin Gold and Precious Metals Fund Class R6 | 0.54% | — | May 2013 | USG vs FGPMX | |
| Fidelity Advisor Gold Fund Class Z | 0.60% | — | Dec 1985 | USG vs FIJDX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 0.62% | — | Apr 2010 | USG vs FGADX | |
| American Century Global Gold Fund | 0.65% | 1.76B | Aug 1988 | USG vs BGEIX |
Best Risk-Adjusted Alternatives to USG
USG has a PortfoliosLab risk / return rank of 10. There are 21 mutual funds in the Gold category with higher risk-adjusted ranks, going as high as 35.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Gold and Precious Metals Fund Class R6 | 35 | — | May 2013 | USG vs FGPMX | |
| Franklin Gold and Precious Metals Fund Advisor Cla... | 35 | — | Apr 2010 | USG vs FGADX | |
| Franklin Gold and Precious Metals Fund | 34 | — | May 1969 | USG vs FKRCX | |
| OCM Gold Atlas | 33 | — | Mar 2010 | USG vs OCMAX | |
| VanEck International Investors Gold Fund | 32 | — | Feb 1956 | USG vs INIVX |
Top Performing USG Alternatives (YTD)
USG is at -7.36% YTD. There are 3 mutual funds in the Gold category with higher YTD returns, going as high as -4.96%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| OCM Gold Atlas | -4.96% | — | Mar 2010 | USG vs OCMAX | |
| OCM Gold Fund | -5.21% | — | Feb 1988 | USG vs OCMGX | |
| VanEck International Investors Gold Fund | -5.56% | — | Feb 1956 | USG vs INIVX | |
| Sprott Gold Equity Fund Institutional Class | -7.74% | — | Apr 2019 | USG vs SGDIX | |
| EuroPac Gold Fund | -7.80% | — | Jul 2013 | USG vs EPGFX |
Lowest Volatility Alternatives to USG
USG has 24.67% 1-year volatility. No mutual funds in the Gold category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 39.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Sprott Physical Gold and Silver Trust | 39.86% | — | Jan 2018 | USG vs CEF | |
| First Eagle Gold Fund Class I | 40.25% | — | Aug 1993 | USG vs FEGIX | |
| First Eagle Gold Fund Class R6 | 40.25% | — | Mar 2017 | USG vs FEURX | |
| First Eagle Gold Fund | 40.25% | — | Aug 1993 | USG vs SGGDX | |
| First Eagle Gold Fund Class C | 40.25% | — | May 2003 | USG vs FEGOX |
Lowest Drawdown Alternatives to USG
USG has a 1-year max drawdown of -24.86%. No mutual funds in the Gold category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -31.16%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| EuroPac Gold Fund | -31.16% | — | Jul 2013 | USG vs EPGFX | |
| OCM Gold Atlas | -31.28% | — | Mar 2010 | USG vs OCMAX | |
| OCM Gold Fund | -31.36% | — | Feb 1988 | USG vs OCMGX | |
| First Eagle Gold Fund Class R6 | -32.62% | — | Mar 2017 | USG vs FEURX | |
| First Eagle Gold Fund Class I | -32.64% | — | Aug 1993 | USG vs FEGIX |
Often Compared With USG
Investors most often compare USG with QGLDX, NIE, YGLD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare USG with Any Fund or Stock
Compare USG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USG with funds that move differently
USCF Gold Strategy Plus Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USG.
Explore USG Diversifiers