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LCLG vs. UGA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LCLG vs. UGA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Logan Capital Broad Innovative Growth ETF (LCLG) 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, LCLG achieves a 14.20% return, which is significantly lower than UGA's 70.24% return.


LCLG

1D
-3.53%
1M
1.97%
YTD
14.20%
6M
11.79%
1Y
32.25%
3Y*
28.18%
5Y*
10Y*

UGA

1D
-0.27%
1M
-8.27%
YTD
70.24%
6M
58.79%
1Y
76.65%
3Y*
20.28%
5Y*
24.35%
10Y*
14.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LCLG vs. UGA - Yearly Performance Comparison


2026 (YTD)2025202420232022
LCLG
Logan Capital Broad Innovative Growth ETF
14.20%18.15%32.04%35.45%-8.58%
UGA
United States Gasoline Fund LP
70.24%-2.00%3.77%1.27%3.20%

Correlation

The correlation between LCLG and UGA is -0.26, 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

-0.26

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

-0.06

Correlation (All Time)
Calculated using the full available price history since Aug 9, 2022

0.03

The correlation between LCLG and UGA shifts across timeframes, from -0.26 (1 year) to 0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

LCLG vs. UGA — Risk / Return Rank

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

LCLG
LCLG Risk / Return Rank: 5353
Overall Rank
LCLG Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
LCLG Sortino Ratio Rank: 5252
Sortino Ratio Rank
LCLG Omega Ratio Rank: 5151
Omega Ratio Rank
LCLG Calmar Ratio Rank: 5151
Calmar Ratio Rank
LCLG Martin Ratio Rank: 5757
Martin Ratio Rank

UGA
UGA Risk / Return Rank: 6969
Overall Rank
UGA Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
UGA Sortino Ratio Rank: 5858
Sortino Ratio Rank
UGA Omega Ratio Rank: 6262
Omega Ratio Rank
UGA Calmar Ratio Rank: 8989
Calmar Ratio Rank
UGA Martin Ratio Rank: 6868
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.

LCLG vs. UGA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Logan Capital Broad Innovative Growth ETF (LCLG) 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.


LCLGUGADifference
Sharpe ratioReturn per unit of total volatility

-0.48

Sortino ratioReturn per unit of downside risk

-0.33

Omega ratioGain probability vs. loss probability

1.30

1.36

-0.06

Calmar ratioReturn relative to maximum drawdown

2.36

5.15

-2.79

Martin ratioReturn relative to average drawdown

9.48

12.26

-2.78

LCLG vs. UGA - Sharpe Ratio Comparison

The current LCLG Sharpe Ratio is 1.71, which is comparable to the UGA Sharpe Ratio of 2.19. The chart below compares the historical Sharpe Ratios of LCLG 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


LCLGUGADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.71

2.19

-0.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

1.07

0.12

+0.95

Drawdowns

LCLG vs. UGA - Drawdown Comparison

The maximum LCLG drawdown since its inception was -25.79%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for LCLG and UGA.


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Drawdown Indicators


LCLGUGADifference

Max Drawdown

Largest peak-to-trough decline

-25.79%

-86.59%

+60.80%

Max Drawdown (1Y)

Largest decline over 1 year

-13.75%

-14.98%

+1.23%

Max Drawdown (3Y)

Largest decline over 3 years

-25.79%

-26.68%

+0.89%

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

-4.37%

-14.98%

+10.61%

Average Drawdown

Average peak-to-trough decline

-4.48%

-36.75%

+32.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

6.27%

-2.86%

Volatility

LCLG vs. UGA - Volatility Comparison

The current volatility for Logan Capital Broad Innovative Growth ETF (LCLG) is 6.51%, while United States Gasoline Fund LP (UGA) has a volatility of 10.83%. This indicates that LCLG 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


LCLGUGADifference

Volatility (1M)

Calculated over the trailing 1-month period

6.51%

10.83%

-4.32%

Volatility (6M)

Calculated over the trailing 6-month period

15.25%

30.48%

-15.23%

Volatility (1Y)

Calculated over the trailing 1-year period

18.95%

35.21%

-16.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.67%

34.39%

-12.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.67%

37.27%

-15.60%

LCLG vs. UGA - Expense Ratio Comparison

LCLG has a 0.99% expense ratio, which is higher than UGA's 0.75% expense ratio.


Dividends

LCLG vs. UGA - Dividend Comparison

Neither LCLG nor UGA has paid dividends to shareholders.


PositionTTM2025202420232022
LCLG
Logan Capital Broad Innovative Growth ETF
0.00%0.00%0.06%0.97%2.03%
UGA
United States Gasoline Fund LP
0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


LCLG 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 (10.83%) compared to LCLG (6.51%). In terms of maximum drawdown, LCLG dropped -25.79% vs UGA's -86.59%.

On 3-year performance, LCLG leads with 28.18% vs 20.28% for UGA. On fees, UGA is cheaper at 0.75% per year. On volatility, LCLG has been the lower-risk option at 6.51%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, LCLG has performed better with a 28.18% return vs 20.28%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UGA is cheaper with a 0.75% expense ratio, compared with 0.99% for LCLG.

LCLG and UGA have nearly identical dividend yields, around 0.00%.

LCLG is categorized as Large Cap Growth Equities, while UGA is Oil & Gas. They also come from different issuers: Logan and Concierge Technologies. Their fees differ too: 0.99% for LCLG and 0.75% for UGA.

UGA currently has the higher Sharpe Ratio (2.19 vs 1.71), 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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