RDVY vs. UGA
RDVY (First Trust Rising Dividend Achievers ETF) and UGA (United States Gasoline Fund LP) are both exchange-traded funds - RDVY is a Dividend fund tracking the Nasdaq US Rising Dividend Achievers Index, while UGA is a Oil & Gas fund tracking the Front Month Unleaded Gasoline. Both are passively managed. Over the past 10 years, RDVY returned 16.52%/yr vs 14.31%/yr for UGA. At a 0.22 correlation, their price movements are largely independent. RDVY charges 0.47%/yr vs 0.75%/yr for UGA.
Performance
RDVY vs. UGA - Performance Comparison
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Returns By Period
In the year-to-date period, RDVY achieves a 13.40% return, which is significantly lower than UGA's 64.09% return. Over the past 10 years, RDVY has outperformed UGA with an annualized return of 16.52%, while UGA has yielded a comparatively lower 14.31% annualized return.
RDVY
- 1D
- -1.41%
- 1M
- 4.43%
- YTD
- 13.40%
- 6M
- 11.79%
- 1Y
- 29.48%
- 3Y*
- 21.67%
- 5Y*
- 12.46%
- 10Y*
- 16.52%
UGA
- 1D
- -1.12%
- 1M
- -12.11%
- YTD
- 64.09%
- 6M
- 60.42%
- 1Y
- 59.74%
- 3Y*
- 18.95%
- 5Y*
- 22.69%
- 10Y*
- 14.31%
RDVY vs. UGA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 13.40% | 18.90% | 16.41% | 20.38% | -13.27% | 31.14% | 13.47% | 37.71% | -9.92% | 22.75% |
UGA United States Gasoline Fund LP | 64.09% | -2.00% | 3.77% | 1.27% | 46.34% | 68.49% | -24.88% | 41.25% | -28.07% | 1.69% |
Correlation
The correlation between RDVY 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 | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.13 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 7, 2014 | 0.22 |
The correlation between RDVY and UGA shifts across timeframes, from -0.26 (1 year) to 0.22 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
RDVY vs. UGA — Risk / Return Rank
RDVY
UGA
RDVY vs. UGA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Rising Dividend Achievers ETF (RDVY) 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.
| RDVY | UGA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.30 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.28 | 3.17 | +0.11 |
| Martin ratioReturn relative to average drawdown | 13.78 | 9.39 | +4.39 |
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Drawdowns
RDVY vs. UGA - Drawdown Comparison
The maximum RDVY drawdown since its inception was -40.60%, smaller than the maximum UGA drawdown of -86.59%. Use the drawdown chart below to compare losses from any high point for RDVY and UGA.
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Drawdown Indicators
| RDVY | UGA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.60% | -86.59% | +45.99% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -18.96% | +9.92% |
Max Drawdown (3Y)Largest decline over 3 years | -19.11% | -26.68% | +7.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -38.11% | +12.79% |
Max Drawdown (10Y)Largest decline over 10 years | -40.60% | -75.89% | +35.29% |
Current DrawdownCurrent decline from peak | -1.41% | -18.05% | +16.64% |
Average DrawdownAverage peak-to-trough decline | -4.98% | -36.69% | +31.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 6.43% | -4.29% |
Volatility
RDVY vs. UGA - Volatility Comparison
The current volatility for First Trust Rising Dividend Achievers ETF (RDVY) is 5.07%, while United States Gasoline Fund LP (UGA) has a volatility of 9.24%. This indicates that RDVY 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
| RDVY | UGA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 9.24% | -4.17% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 30.57% | -18.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 35.22% | -20.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.97% | 34.45% | -15.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 37.22% | -16.12% |
RDVY vs. UGA - Expense Ratio Comparison
RDVY has a 0.47% expense ratio, which is lower than UGA's 0.75% expense ratio.
Dividends
RDVY vs. UGA - Dividend Comparison
RDVY's dividend yield for the trailing twelve months is around 0.89%, while UGA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RDVY First Trust Rising Dividend Achievers ETF | 0.89% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
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
RDVY 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 (9.24%) compared to RDVY (5.07%). In terms of maximum drawdown, RDVY dropped -40.60% vs UGA's -86.59%.
On 10-year performance, RDVY leads with 16.52% vs 14.31% for UGA. On fees, RDVY is cheaper at 0.47% per year. On volatility, RDVY has been the lower-risk option at 5.07%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, RDVY has performed better with a 16.52% return vs 14.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RDVY is cheaper with a 0.47% expense ratio, compared with 0.75% for UGA.
RDVY has the higher dividend yield at 0.89%, compared with 0.00% for UGA.
RDVY is categorized as Dividend, while UGA is Oil & Gas. RDVY tracks Nasdaq US Rising Dividend Achievers Index, while UGA tracks Front Month Unleaded Gasoline. They also come from different issuers: First Trust and Concierge Technologies. Their fees differ too: 0.47% for RDVY and 0.75% for UGA.
RDVY currently has the higher Sharpe Ratio (2.05 vs 1.73), 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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