PortfoliosLab logoPortfoliosLab logo
IGLD vs. USOI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IGLD vs. USOI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FT Cboe Vest Gold Strategy Target Income ETF (IGLD) and Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, IGLD achieves a 1.69% return, which is significantly lower than USOI's 50.53% return.


IGLD

1D
-0.81%
1M
-1.33%
YTD
1.69%
6M
4.44%
1Y
24.53%
3Y*
23.01%
5Y*
13.02%
10Y*

USOI

1D
1.94%
1M
2.54%
YTD
50.53%
6M
48.65%
1Y
49.69%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGLD vs. USOI - Yearly Performance Comparison


Correlation

The correlation between IGLD and USOI is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.10

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2024

0.06

The correlation between IGLD and USOI shifts across timeframes, from -0.10 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

IGLD vs. USOI — Risk / Return Rank

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

IGLD
IGLD Risk / Return Rank: 2828
Overall Rank
IGLD Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
IGLD Sortino Ratio Rank: 2727
Sortino Ratio Rank
IGLD Omega Ratio Rank: 3232
Omega Ratio Rank
IGLD Calmar Ratio Rank: 2828
Calmar Ratio Rank
IGLD Martin Ratio Rank: 2727
Martin Ratio Rank

USOI
USOI Risk / Return Rank: 6464
Overall Rank
USOI Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
USOI Sortino Ratio Rank: 6060
Sortino Ratio Rank
USOI Omega Ratio Rank: 6060
Omega Ratio Rank
USOI Calmar Ratio Rank: 8080
Calmar Ratio Rank
USOI Martin Ratio Rank: 5555
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.

IGLD vs. USOI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Gold Strategy Target Income ETF (IGLD) and Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI). 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.


IGLDUSOIDifference
Sharpe ratioReturn per unit of total volatility

-1.17

Sortino ratioReturn per unit of downside risk

-1.39

Omega ratioGain probability vs. loss probability

1.22

1.37

-0.15

Calmar ratioReturn relative to maximum drawdown

1.40

4.20

-2.79

Martin ratioReturn relative to average drawdown

3.82

9.74

-5.92

IGLD vs. USOI - Sharpe Ratio Comparison

The current IGLD Sharpe Ratio is 1.06, which is lower than the USOI Sharpe Ratio of 2.23. The chart below compares the historical Sharpe Ratios of IGLD and USOI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


IGLDUSOIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

2.23

-1.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.94

0.94

-0.01

Drawdowns

IGLD vs. USOI - Drawdown Comparison

The maximum IGLD drawdown since its inception was -18.59%, roughly equal to the maximum USOI drawdown of -19.49%. Use the drawdown chart below to compare losses from any high point for IGLD and USOI.


Loading charts...

Drawdown Indicators


IGLDUSOIDifference

Max Drawdown

Largest peak-to-trough decline

-18.59%

-19.49%

+0.90%

Max Drawdown (1Y)

Largest decline over 1 year

-17.56%

-11.90%

-5.66%

Max Drawdown (3Y)

Largest decline over 3 years

-17.56%

Max Drawdown (5Y)

Largest decline over 5 years

-18.59%

Current Drawdown

Current decline from peak

-15.16%

-3.08%

-12.08%

Average Drawdown

Average peak-to-trough decline

-5.24%

-7.21%

+1.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.43%

5.12%

+1.31%

Volatility

IGLD vs. USOI - Volatility Comparison

The current volatility for FT Cboe Vest Gold Strategy Target Income ETF (IGLD) is 5.12%, while Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) has a volatility of 10.14%. This indicates that IGLD experiences smaller price fluctuations and is considered to be less risky than USOI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


IGLDUSOIDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.12%

10.14%

-5.02%

Volatility (6M)

Calculated over the trailing 6-month period

21.01%

18.25%

+2.76%

Volatility (1Y)

Calculated over the trailing 1-year period

23.24%

22.35%

+0.89%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.17%

22.59%

-7.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.00%

22.59%

-7.59%

IGLD vs. USOI - Expense Ratio Comparison

Both IGLD and USOI have an expense ratio of 0.85%.


Dividends

IGLD vs. USOI - Dividend Comparison

IGLD's dividend yield for the trailing twelve months is around 17.92%, less than USOI's 36.88% yield.


PositionTTM20252024202320222021
IGLD
FT Cboe Vest Gold Strategy Target Income ETF
17.92%9.91%20.81%7.85%4.45%2.24%
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
36.88%27.21%12.54%0.00%0.00%0.00%

Frequently Asked Questions


IGLD and USOI have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USOI has higher volatility (10.14%) compared to IGLD (5.12%). In terms of maximum drawdown, IGLD dropped -18.59% vs USOI's -19.49%.

On 1-year performance, USOI leads with 49.69% vs 24.53% for IGLD. Both ETFs have the same 0.85% expense ratio. On volatility, IGLD has been the lower-risk option at 5.12%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, USOI has performed better with a 49.69% return vs 24.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IGLD and USOI have the same expense ratio: 0.85% per year.

USOI has the higher dividend yield at 36.88%, compared with 17.92% for IGLD.

IGLD is categorized as Precious Metals, while USOI is Commodities. They also come from different issuers: First Trust and Credit Suisse.

USOI currently has the higher Sharpe Ratio (2.23 vs 1.06), 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 IGLD and USOI

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer