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AZTD vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

AZTD vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aztlan Global Stock Selection Dm SMID ETF (AZTD) and United States Gasoline Fund, LP (UGA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AZTD achieves a 16.64% return, which is significantly lower than UGA's 73.74% return.


AZTD

1D
1.38%
1M
0.44%
6M
11.04%
YTD
16.64%
1Y
20.83%
3Y*
17.02%
5Y*
10Y*
ALL TIME*
14.25%

UGA

1D
-4.00%
1M
4.18%
6M
57.40%
YTD
73.74%
1Y
71.86%
3Y*
15.08%
5Y*
23.69%
10Y*
16.34%
ALL TIME*
4.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$217.95K$145.08K$54.87K
$8.76M$6.07M$5.03M

AZTD vs. UGA - Yearly Performance Comparison


2026 (YTD)2025202420232022
AZTD
Aztlan Global Stock Selection Dm SMID ETF
16.64%25.46%6.87%10.34%-1.79%
UGA
United States Gasoline Fund, LP
73.74%-2.00%3.77%1.27%1.99%

Correlation

The correlation between AZTD and UGA is -0.26, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.26

Correlation (3Y)
Balances recent behavior with more history.

-0.07

Correlation (All Time)
Calculated using the full available price history since Aug 18, 2022

0.02

The correlation between AZTD and UGA shifts across timeframes, from -0.26 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

AZTD vs. UGA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AZTD
AZTD Risk / Return Rank: 4343
Overall Rank
AZTD Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
AZTD Sortino Ratio Rank: 4242
Sortino Ratio Rank
AZTD Omega Ratio Rank: 4040
Omega Ratio Rank
AZTD Calmar Ratio Rank: 4646
Calmar Ratio Rank
AZTD Martin Ratio Rank: 4747
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 7474
Overall Rank
UGA Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 6767
Sortino Ratio Rank
UGA Omega Ratio Rank: 6868
Omega Ratio Rank
UGA Calmar Ratio Rank: 8585
Calmar Ratio Rank
UGA Martin Ratio Rank: 7171
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AZTD vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Aztlan Global Stock Selection Dm SMID ETF (AZTD) and United States Gasoline Fund, LP (UGA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AZTDUGADifference
Sharpe ratioReturn per unit of total volatility

-0.78

Sortino ratioReturn per unit of downside risk

-0.71

Omega ratioGain probability vs. loss probability

1.21

1.32

-0.11

Calmar ratioReturn relative to maximum drawdown

1.87

3.56

-1.69

Martin ratioReturn relative to average drawdown

5.96

9.88

-3.92

AZTD vs. UGA - Sharpe Ratio Comparison

The current AZTD Sharpe Ratio is 1.20, which is lower than the UGA Sharpe Ratio of 1.97. The chart below compares the historical Sharpe Ratios of AZTD and UGA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AZTD vs. UGA - Drawdown Comparison

The maximum AZTD drawdown since its inception was -16.75%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for AZTD and UGA.


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Drawdown Indicators


AZTDUGADifference

Max Drawdown

Largest peak-to-trough decline

-16.75%

-86.59%

+69.84%

Max Drawdown (1Y)

Largest decline over 1 year

-11.19%

-20.32%

+9.13%

Max Drawdown (3Y)

Largest decline over 3 years

-16.75%

-26.68%

+9.93%

Max Drawdown (5Y)

Largest decline over 5 years

-38.11%

Max Drawdown (10Y)

Largest decline over 10 years

-75.89%

Current Drawdown

Current decline from peak

-0.91%

-14.19%

+13.28%

Average Drawdown

Average peak-to-trough decline

-3.81%

-36.52%

+32.71%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.50%

7.30%

-3.80%

Volatility

AZTD vs. UGA - Volatility Comparison

The current volatility for Aztlan Global Stock Selection Dm SMID ETF (AZTD) is 4.25%, while United States Gasoline Fund, LP (UGA) has a volatility of 13.00%. This indicates that AZTD experiences smaller price fluctuations and is considered to be less risky than UGA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AZTDUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

4.25%

13.00%

-8.75%

Volatility (6M)

Calculated over the trailing 6-month period

13.62%

32.31%

-18.69%

Volatility (1Y)

Calculated over the trailing 1-year period

17.58%

36.60%

-19.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.44%

34.73%

-16.29%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.44%

37.32%

-18.88%

AZTD vs. UGA - Expense Ratio Comparison

AZTD has a 0.75% expense ratio, which is lower than UGA's 1.02% expense ratio.


Dividends

AZTD vs. UGA - Dividend Comparison

AZTD's dividend yield for the trailing twelve months is around 0.90%, while UGA has not paid dividends to shareholders.


PositionTTM202520242023
AZTD
Aztlan Global Stock Selection Dm SMID ETF
0.90%1.05%1.87%0.12%
UGA
United States Gasoline Fund, LP
0.00%0.00%0.00%0.00%

Frequently Asked Questions


AZTD and UGA have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UGA has higher volatility (13.00%) compared to AZTD (4.25%). In terms of maximum drawdown, AZTD dropped -16.75% vs UGA's -86.59%.

On 3-year performance, AZTD leads with 17.02% vs 15.08% for UGA. On fees, AZTD is cheaper at 0.75% per year. On volatility, AZTD has been the lower-risk option at 4.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, AZTD has performed better with a 17.02% return vs 15.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

AZTD is cheaper with a 0.75% expense ratio, compared with 1.02% for UGA.

AZTD has the higher dividend yield at 0.90%, compared with 0.00% for UGA.

AZTD is categorized as Global Equities, while UGA is Oil & Gas. AZTD tracks Solactive Aztlan Global Developed Markets SMID Cap Index - Benchmark TR Gross, while UGA tracks Near-Month NYMEX RBOB Gasoline Futures Contract. They also come from different issuers: Aztlan and USCF. Their fees differ too: 0.75% for AZTD and 1.02% for UGA.

UGA currently has the higher Sharpe Ratio (1.97 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AZTD and UGA

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