RDVI vs. UGA
RDVI (FT Cboe Vest Rising Dividend Achievers Target Income ETF) and UGA (United States Gasoline Fund LP) are both exchange-traded funds - RDVI is a Derivative Income fund tracking the NASDAQ US Rising Dividend Achievers, while UGA is a Oil & Gas fund tracking the Front Month Unleaded Gasoline. Both are passively managed. Over the past 3 years, RDVI returned 20.58%/yr vs 19.22%/yr for UGA. At a 0.09 correlation, their price movements are largely independent. Both charge a 0.75% expense ratio.
Performance
RDVI vs. UGA - Performance Comparison
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Returns By Period
In the year-to-date period, RDVI achieves a 15.18% return, which is significantly lower than UGA's 66.14% return.
RDVI
- 1D
- 1.17%
- 1M
- 4.80%
- YTD
- 15.18%
- 6M
- 13.32%
- 1Y
- 29.82%
- 3Y*
- 20.58%
- 5Y*
- —
- 10Y*
- —
UGA
- 1D
- 4.14%
- 1M
- -5.40%
- YTD
- 66.14%
- 6M
- 62.36%
- 1Y
- 70.24%
- 3Y*
- 19.22%
- 5Y*
- 23.21%
- 10Y*
- 14.74%
RDVI vs. UGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 15.18% | 17.93% | 14.56% | 18.63% | 8.29% |
UGA United States Gasoline Fund LP | 66.14% | -2.00% | 3.77% | 1.27% | 2.50% |
Correlation
The correlation between RDVI and UGA is -0.24, 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 | -0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (All Time) Calculated using the full available price history since Oct 20, 2022 | 0.09 |
The correlation between RDVI and UGA shifts across timeframes, from -0.24 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RDVI vs. UGA — Risk / Return Rank
RDVI
UGA
RDVI vs. UGA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) 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.
| RDVI | UGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.34 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.53 | 3.47 | +0.06 |
| Martin ratioReturn relative to average drawdown | 14.89 | 10.69 | +4.21 |
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Drawdowns
RDVI vs. UGA - Drawdown Comparison
The maximum RDVI drawdown since its inception was -18.35%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for RDVI and UGA.
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Drawdown Indicators
| RDVI | UGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.35% | -86.59% | +68.24% |
Max Drawdown (1Y)Largest decline over 1 year | -8.48% | -20.32% | +11.84% |
Max Drawdown (3Y)Largest decline over 3 years | -18.35% | -26.68% | +8.33% |
Max Drawdown (5Y)Largest decline over 5 years | — | -38.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -75.89% | — |
Current DrawdownCurrent decline from peak | 0.00% | -17.02% | +17.02% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -36.69% | +33.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 6.59% | -4.58% |
Volatility
RDVI vs. UGA - Volatility Comparison
The current volatility for FT Cboe Vest Rising Dividend Achievers Target Income ETF (RDVI) is 4.85%, while United States Gasoline Fund LP (UGA) has a volatility of 8.84%. This indicates that RDVI 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
| RDVI | UGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 8.84% | -3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 11.14% | 30.92% | -19.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.82% | 34.74% | -20.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 34.52% | -17.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 37.24% | -20.29% |
RDVI vs. UGA - Expense Ratio Comparison
Both RDVI and UGA have an expense ratio of 0.75%.
Dividends
RDVI vs. UGA - Dividend Comparison
RDVI's dividend yield for the trailing twelve months is around 8.30%, while UGA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
RDVI FT Cboe Vest Rising Dividend Achievers Target Income ETF | 8.30% | 8.10% | 8.62% | 8.45% | 1.53% |
UGA United States Gasoline Fund LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
RDVI and UGA have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGA has higher volatility (8.84%) compared to RDVI (4.85%). In terms of maximum drawdown, RDVI dropped -18.35% vs UGA's -86.59%.
On 3-year performance, RDVI leads with 20.58% vs 19.22% for UGA. Both ETFs have the same 0.75% expense ratio. On volatility, RDVI has been the lower-risk option at 4.85%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, RDVI has performed better with a 20.58% return vs 19.22%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVI and UGA have the same expense ratio: 0.75% per year.
RDVI has the higher dividend yield at 8.30%, compared with 0.00% for UGA.
RDVI is categorized as Derivative Income, while UGA is Oil & Gas. RDVI tracks NASDAQ US Rising Dividend Achievers, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: FT Vest and Concierge Technologies.
RDVI currently has the higher Sharpe Ratio (2.17 vs 2.03), 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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