UGA vs. FCG
Compare and contrast key facts about United States Gasoline Fund LP (UGA) and First Trust Natural Gas ETF (FCG).
UGA and FCG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UGA is a passively managed fund by Concierge Technologies that tracks the performance of the Front Month Unleaded Gasoline. It was launched on Feb 26, 2008. FCG is a passively managed fund by First Trust that tracks the performance of the ISE-Revere Natural Gas Index. It was launched on May 8, 2007. Both UGA and FCG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGA or FCG.
Key characteristics
| UGA | FCG | |
|---|---|---|
| YTD Return | 7.81% | 12.95% |
| 1Y Return | 14.61% | 26.76% |
| 3Y Return (Ann) | 24.49% | 27.92% |
| 5Y Return (Ann) | 14.88% | 14.20% |
| 10Y Return (Ann) | 0.76% | -10.70% |
| Sharpe Ratio | 0.58 | 1.28 |
| Daily Std Dev | 28.39% | 22.79% |
| Max Drawdown | -86.59% | -97.20% |
| Current Drawdown | -18.26% | -77.62% |
Correlation
The correlation between UGA and FCG is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UGA vs. FCG - Performance Comparison
In the year-to-date period, UGA achieves a 7.81% return, which is significantly lower than FCG's 12.95% return. Over the past 10 years, UGA has outperformed FCG with an annualized return of 0.76%, while FCG has yielded a comparatively lower -10.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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UGA vs. FCG - Expense Ratio Comparison
UGA has a 0.75% expense ratio, which is higher than FCG's 0.60% expense ratio.
Risk-Adjusted Performance
UGA vs. FCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Gasoline Fund LP (UGA) and First Trust Natural Gas ETF (FCG). 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.
Dividends
UGA vs. FCG - Dividend Comparison
UGA has not paid dividends to shareholders, while FCG's dividend yield for the trailing twelve months is around 2.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FCG First Trust Natural Gas ETF | 2.34% | 3.25% | 3.04% | 1.73% | 3.82% | 2.88% | 1.46% | 1.56% | 1.70% | 4.79% | 1.33% | 0.34% |
Drawdowns
UGA vs. FCG - Drawdown Comparison
The maximum UGA drawdown since its inception was -86.59%, smaller than the maximum FCG drawdown of -97.20%. Use the drawdown chart below to compare losses from any high point for UGA and FCG. For additional features, visit the drawdowns tool.
Volatility
UGA vs. FCG - Volatility Comparison
United States Gasoline Fund LP (UGA) has a higher volatility of 6.65% compared to First Trust Natural Gas ETF (FCG) at 5.70%. This indicates that UGA's price experiences larger fluctuations and is considered to be riskier than FCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.