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IEMG vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IEMG vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core MSCI Emerging Markets ETF (IEMG) 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, IEMG achieves a 22.14% return, which is significantly lower than UGA's 59.54% return. Over the past 10 years, IEMG has underperformed UGA with an annualized return of 10.40%, while UGA has yielded a comparatively higher 13.99% annualized return.


IEMG

1D
0.16%
1M
1.90%
YTD
22.14%
6M
22.65%
1Y
40.36%
3Y*
22.21%
5Y*
6.93%
10Y*
10.40%

UGA

1D
-2.77%
1M
-14.54%
YTD
59.54%
6M
55.91%
1Y
62.68%
3Y*
17.85%
5Y*
22.22%
10Y*
13.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IEMG vs. UGA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IEMG
iShares Core MSCI Emerging Markets ETF
22.14%32.56%6.50%11.52%-19.98%-0.64%17.87%17.81%-14.92%37.38%
UGA
United States Gasoline Fund LP
59.54%-2.00%3.77%1.27%46.34%68.49%-24.88%41.25%-28.07%1.69%

Correlation

The correlation between IEMG and UGA is -0.20, 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

-0.20

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

0.00

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

0.10

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

0.19

Correlation (All Time)
Calculated using the full available price history since Oct 24, 2012

0.22

The correlation between IEMG and UGA shifts across timeframes, from -0.20 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

IEMG vs. UGA — Risk / Return Rank

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

IEMG
IEMG Risk / Return Rank: 6464
Overall Rank
IEMG Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
IEMG Sortino Ratio Rank: 5656
Sortino Ratio Rank
IEMG Omega Ratio Rank: 6767
Omega Ratio Rank
IEMG Calmar Ratio Rank: 6868
Calmar Ratio Rank
IEMG Martin Ratio Rank: 6868
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 6060
Overall Rank
UGA Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 5454
Sortino Ratio Rank
UGA Omega Ratio Rank: 5555
Omega Ratio Rank
UGA Calmar Ratio Rank: 6969
Calmar Ratio Rank
UGA Martin Ratio Rank: 6060
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.

IEMG vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets ETF (IEMG) 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.


IEMGUGADifference
Sharpe ratioReturn per unit of total volatility

+0.02

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.36

1.31

+0.05

Calmar ratioReturn relative to maximum drawdown

3.07

3.10

-0.03

Martin ratioReturn relative to average drawdown

11.18

9.66

+1.52

IEMG vs. UGA - Sharpe Ratio Comparison

The current IEMG Sharpe Ratio is 1.84, which is comparable to the UGA Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of IEMG 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

IEMG vs. UGA - Drawdown Comparison

The maximum IEMG drawdown since its inception was -38.71%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for IEMG and UGA.


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Drawdown Indicators


IEMGUGADifference

Max Drawdown

Largest peak-to-trough decline

-38.71%

-86.59%

+47.88%

Max Drawdown (1Y)

Largest decline over 1 year

-13.21%

-20.32%

+7.11%

Max Drawdown (3Y)

Largest decline over 3 years

-17.21%

-26.68%

+9.47%

Max Drawdown (5Y)

Largest decline over 5 years

-35.75%

-38.11%

+2.36%

Max Drawdown (10Y)

Largest decline over 10 years

-38.71%

-75.89%

+37.18%

Current Drawdown

Current decline from peak

-5.29%

-20.32%

+15.03%

Average Drawdown

Average peak-to-trough decline

-12.93%

-36.69%

+23.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.62%

6.51%

-2.89%

Volatility

IEMG vs. UGA - Volatility Comparison

iShares Core MSCI Emerging Markets ETF (IEMG) has a higher volatility of 12.22% compared to United States Gasoline Fund LP (UGA) at 9.45%. This indicates that IEMG's price experiences larger fluctuations and is considered to be riskier 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


IEMGUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

12.22%

9.45%

+2.77%

Volatility (6M)

Calculated over the trailing 6-month period

20.12%

30.74%

-10.62%

Volatility (1Y)

Calculated over the trailing 1-year period

22.11%

34.84%

-12.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.99%

34.47%

-15.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.19%

37.22%

-17.03%

IEMG vs. UGA - Expense Ratio Comparison

IEMG has a 0.09% expense ratio, which is lower than UGA's 0.75% expense ratio.


Dividends

IEMG vs. UGA - Dividend Comparison

IEMG's dividend yield for the trailing twelve months is around 2.21%, while UGA has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
IEMG
iShares Core MSCI Emerging Markets ETF
2.21%2.75%3.20%2.89%2.71%3.06%1.87%3.15%2.76%2.35%2.28%2.53%
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


IEMG and UGA have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IEMG has higher volatility (12.22%) compared to UGA (9.45%). In terms of maximum drawdown, IEMG dropped -38.71% vs UGA's -86.59%.

On 10-year performance, UGA leads with 13.99% vs 10.40% for IEMG. On fees, IEMG is cheaper at 0.09% per year. On volatility, UGA has been the lower-risk option at 9.45%. 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 13.99% return vs 10.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IEMG is cheaper with a 0.09% expense ratio, compared with 0.75% for UGA.

IEMG has the higher dividend yield at 2.21%, compared with 0.00% for UGA.

IEMG is categorized as Emerging Markets Diversified, while UGA is Oil & Gas. IEMG tracks MSCI Emerging Markets Investable Market Index (USD) (Net), while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: iShares and Concierge Technologies. Their fees differ too: 0.09% for IEMG and 0.75% for UGA.

IEMG currently has the higher Sharpe Ratio (1.84 vs 1.82), 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 IEMG and UGA

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