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EEMV vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EEMV vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) 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, EEMV achieves a 16.76% return, which is significantly lower than UGA's 64.09% return. Over the past 10 years, EEMV has underperformed UGA with an annualized return of 6.81%, while UGA has yielded a comparatively higher 14.31% annualized return.


EEMV

1D
-3.65%
1M
3.07%
YTD
16.76%
6M
16.47%
1Y
24.00%
3Y*
14.12%
5Y*
5.66%
10Y*
6.81%

UGA

1D
-1.12%
1M
-12.11%
YTD
64.09%
6M
60.42%
1Y
59.74%
3Y*
18.95%
5Y*
22.69%
10Y*
14.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

EEMV vs. UGA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
16.76%13.45%7.98%7.75%-13.94%5.05%6.90%7.83%-5.81%27.28%
UGA
United States Gasoline Fund LP
64.09%-2.00%3.77%1.27%46.34%68.49%-24.88%41.25%-28.07%1.69%

Correlation

The correlation between EEMV and UGA is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.23

Correlation (3Y)
Calculated over the trailing 3-year period

-0.04

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.17

Correlation (All Time)
Calculated using the full available price history since Oct 20, 2011

0.21

The correlation between EEMV and UGA shifts across timeframes, from -0.23 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

EEMV vs. UGA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EEMV
EEMV Risk / Return Rank: 5252
Overall Rank
EEMV Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
EEMV Sortino Ratio Rank: 4646
Sortino Ratio Rank
EEMV Omega Ratio Rank: 5555
Omega Ratio Rank
EEMV Calmar Ratio Rank: 5656
Calmar Ratio Rank
EEMV Martin Ratio Rank: 5656
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 5555
Overall Rank
UGA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 4848
Sortino Ratio Rank
UGA Omega Ratio Rank: 4949
Omega Ratio Rank
UGA Calmar Ratio Rank: 6767
Calmar Ratio Rank
UGA Martin Ratio Rank: 5656
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EEMV vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) 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.


EEMVUGADifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

-0.06

Omega ratioGain probability vs. loss probability

1.33

1.30

+0.03

Calmar ratioReturn relative to maximum drawdown

2.61

3.17

-0.55

Martin ratioReturn relative to average drawdown

9.38

9.39

-0.02

EEMV vs. UGA - Sharpe Ratio Comparison

The current EEMV Sharpe Ratio is 1.58, which is comparable to the UGA Sharpe Ratio of 1.73. The chart below compares the historical Sharpe Ratios of EEMV 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

EEMV vs. UGA - Drawdown Comparison

The maximum EEMV drawdown since its inception was -31.56%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for EEMV and UGA.


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Drawdown Indicators


EEMVUGADifference

Max Drawdown

Largest peak-to-trough decline

-31.56%

-86.59%

+55.03%

Max Drawdown (1Y)

Largest decline over 1 year

-9.22%

-18.96%

+9.74%

Max Drawdown (3Y)

Largest decline over 3 years

-12.47%

-26.68%

+14.21%

Max Drawdown (5Y)

Largest decline over 5 years

-21.90%

-38.11%

+16.21%

Max Drawdown (10Y)

Largest decline over 10 years

-31.56%

-75.89%

+44.33%

Current Drawdown

Current decline from peak

-3.65%

-18.05%

+14.40%

Average Drawdown

Average peak-to-trough decline

-7.95%

-36.69%

+28.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.57%

6.43%

-3.86%

Volatility

EEMV vs. UGA - Volatility Comparison

iShares MSCI Emerging Markets Min Vol Factor ETF (EEMV) and United States Gasoline Fund LP (UGA) have volatilities of 8.95% and 9.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


EEMVUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

8.95%

9.24%

-0.29%

Volatility (6M)

Calculated over the trailing 6-month period

14.17%

30.57%

-16.40%

Volatility (1Y)

Calculated over the trailing 1-year period

15.25%

35.22%

-19.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.36%

34.45%

-22.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.97%

37.22%

-23.25%

EEMV vs. UGA - Expense Ratio Comparison

EEMV has a 0.25% expense ratio, which is lower than UGA's 0.75% expense ratio.


Dividends

EEMV vs. UGA - Dividend Comparison

EEMV's dividend yield for the trailing twelve months is around 2.19%, while UGA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
2.19%2.65%3.50%2.75%1.93%2.14%2.45%2.63%2.46%2.34%2.79%2.55%
UGA
United States Gasoline Fund LP
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


EEMV and UGA have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UGA has higher volatility (9.24%) compared to EEMV (8.95%). In terms of maximum drawdown, EEMV dropped -31.56% vs UGA's -86.59%.

On 10-year performance, UGA leads with 14.31% vs 6.81% for EEMV. On fees, EEMV is cheaper at 0.25% per year. On volatility, EEMV has been the lower-risk option at 8.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, UGA has performed better with a 14.31% return vs 6.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

EEMV is cheaper with a 0.25% expense ratio, compared with 0.75% for UGA.

EEMV has the higher dividend yield at 2.19%, compared with 0.00% for UGA.

EEMV is categorized as Asia Pacific Equities, while UGA is Oil & Gas. EEMV tracks MSCI Emerging Markets Minimum Volatility Index, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: iShares and Concierge Technologies. Their fees differ too: 0.25% for EEMV and 0.75% for UGA.

UGA currently has the higher Sharpe Ratio (1.73 vs 1.58), 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 EEMV and UGA

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