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FDAT vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

FDAT vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tactical Advantage ETF (FDAT) 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, FDAT achieves a 3.20% return, which is significantly lower than UGA's 75.49% return.


FDAT

1D
-0.27%
1M
1.24%
YTD
3.20%
6M
3.66%
1Y
11.57%
3Y*
9.02%
5Y*
10Y*

UGA

1D
-0.19%
1M
-12.35%
YTD
75.49%
6M
64.35%
1Y
80.94%
3Y*
22.21%
5Y*
25.10%
10Y*
14.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FDAT vs. UGA - Yearly Performance Comparison


2026 (YTD)202520242023
FDAT
Tactical Advantage ETF
3.20%7.50%9.90%6.14%
UGA
United States Gasoline Fund LP
75.49%-2.00%3.77%2.57%

Correlation

The correlation between FDAT and UGA is -0.21, 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

-0.21

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

-0.04

Correlation (All Time)
Calculated using the full available price history since Apr 21, 2023

-0.03

The correlation between FDAT and UGA shifts across timeframes, from -0.21 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

FDAT vs. UGA — Risk / Return Rank

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

FDAT
FDAT Risk / Return Rank: 3535
Overall Rank
FDAT Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FDAT Sortino Ratio Rank: 3232
Sortino Ratio Rank
FDAT Omega Ratio Rank: 3232
Omega Ratio Rank
FDAT Calmar Ratio Rank: 4040
Calmar Ratio Rank
FDAT Martin Ratio Rank: 3737
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 6969
Overall Rank
UGA Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 5757
Sortino Ratio Rank
UGA Omega Ratio Rank: 6060
Omega Ratio Rank
UGA Calmar Ratio Rank: 8989
Calmar Ratio Rank
UGA Martin Ratio Rank: 7171
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.

FDAT vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Tactical Advantage ETF (FDAT) 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.


FDATUGADifference
Sharpe ratioReturn per unit of total volatility

-1.14

Sortino ratioReturn per unit of downside risk

-1.06

Omega ratioGain probability vs. loss probability

1.21

1.37

-0.16

Calmar ratioReturn relative to maximum drawdown

1.97

5.47

-3.49

Martin ratioReturn relative to average drawdown

5.59

13.25

-7.66

FDAT vs. UGA - Sharpe Ratio Comparison

The current FDAT Sharpe Ratio is 1.18, which is lower than the UGA Sharpe Ratio of 2.32. The chart below compares the historical Sharpe Ratios of FDAT 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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Sharpe Ratios by Period


FDATUGADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.18

2.32

-1.14

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.73

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.92

0.12

+0.79

Drawdowns

FDAT vs. UGA - Drawdown Comparison

The maximum FDAT drawdown since its inception was -8.20%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for FDAT and UGA.


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Drawdown Indicators


FDATUGADifference

Max Drawdown

Largest peak-to-trough decline

-8.20%

-86.59%

+78.39%

Max Drawdown (1Y)

Largest decline over 1 year

-5.88%

-14.88%

+9.00%

Max Drawdown (3Y)

Largest decline over 3 years

-8.20%

-26.68%

+18.48%

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

-2.27%

-12.35%

+10.08%

Average Drawdown

Average peak-to-trough decline

-2.25%

-36.76%

+34.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.07%

6.13%

-4.06%

Volatility

FDAT vs. UGA - Volatility Comparison

The current volatility for Tactical Advantage ETF (FDAT) is 3.31%, while United States Gasoline Fund LP (UGA) has a volatility of 11.66%. This indicates that FDAT 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


FDATUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.31%

11.66%

-8.35%

Volatility (6M)

Calculated over the trailing 6-month period

6.91%

30.41%

-23.50%

Volatility (1Y)

Calculated over the trailing 1-year period

9.89%

35.14%

-25.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.47%

34.38%

-24.91%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.47%

37.27%

-27.80%

FDAT vs. UGA - Expense Ratio Comparison

FDAT has a 0.74% expense ratio, which is lower than UGA's 0.75% expense ratio.


Dividends

FDAT vs. UGA - Dividend Comparison

FDAT's dividend yield for the trailing twelve months is around 5.64%, while UGA has not paid dividends to shareholders.


PositionTTM202520242023
FDAT
Tactical Advantage ETF
5.64%4.77%8.99%1.58%
UGA
United States Gasoline Fund LP
0.00%0.00%0.00%0.00%

Frequently Asked Questions


FDAT and UGA have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UGA has higher volatility (11.66%) compared to FDAT (3.31%). In terms of maximum drawdown, FDAT dropped -8.20% vs UGA's -86.59%.

On 3-year performance, UGA leads with 22.21% vs 9.02% for FDAT. On fees, FDAT is cheaper at 0.74% per year. On volatility, FDAT has been the lower-risk option at 3.31%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, UGA has performed better with a 22.21% return vs 9.02%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

FDAT is cheaper with a 0.74% expense ratio, compared with 0.75% for UGA.

FDAT has the higher dividend yield at 5.64%, compared with 0.00% for UGA.

FDAT is categorized as Diversified Portfolio, while UGA is Oil & Gas. They also come from different issuers: Tactical Funds and Concierge Technologies. Their fees differ too: 0.74% for FDAT and 0.75% for UGA.

UGA currently has the higher Sharpe Ratio (2.32 vs 1.18), 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.

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