UGA vs. UDI
UGA (United States Gasoline Fund, LP) and UDI (USCF ESG Dividend Income Fund) are both exchange-traded funds - UGA is a Oil & Gas fund tracking the Near-Month NYMEX RBOB Gasoline Futures Contract, while UDI is a Large Cap Value Equities fund actively managed by USCF. UGA is passively managed, while UDI is actively managed. Over the past 3 years, UGA returned 14.87%/yr vs 17.57%/yr for UDI. Their 0.07 correlation means their historical movements had little consistent relationship. UGA charges 1.02%/yr vs 0.65%/yr for UDI.
Performance
UGA vs. UDI - Performance Comparison
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Returns By Period
In the year-to-date period, UGA achieves a 72.77% return, which is significantly higher than UDI's 16.96% return.
UGA
- 1D
- -0.56%
- 1M
- 0.07%
- 6M
- 54.03%
- YTD
- 72.77%
- 1Y
- 71.49%
- 3Y*
- 14.87%
- 5Y*
- 24.07%
- 10Y*
- 16.28%
- ALL TIME*
- 4.25%
UDI
- 1D
- -0.29%
- 1M
- 2.96%
- 6M
- 10.09%
- YTD
- 16.96%
- 1Y
- 26.56%
- 3Y*
- 17.57%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $29.55K | $55.33K | $40.91K | |
| $8.67M | $6.11M | $4.99M |
UGA vs. UDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UGA United States Gasoline Fund, LP | 72.77% | -2.00% | 3.77% | 1.27% | -22.77% |
UDI USCF ESG Dividend Income Fund | 16.96% | 14.23% | 17.07% | 6.35% | 3.14% |
Correlation
The correlation between UGA and UDI is -0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.09 |
Correlation (3Y) Balances recent behavior with more history. | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2022 | 0.07 |
The correlation between UGA and UDI shifts across timeframes, from -0.09 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
UGA vs. UDI — Risk / Return Rank
UGA
UDI
UGA vs. UDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United States Gasoline Fund, LP (UGA) and USCF ESG Dividend Income Fund (UDI). 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.
| UGA | UDI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.70 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.46 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | 3.54 | 4.72 | -1.18 |
| Martin ratioReturn relative to average drawdown | 9.75 | 18.66 | -8.91 |
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Drawdowns
UGA vs. UDI - Drawdown Comparison
The maximum UGA drawdown since its inception was -86.59%, which is greater than UDI's maximum drawdown of -14.17%. Use the drawdown chart below to compare losses from any high point for UGA and UDI.
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Drawdown Indicators
| UGA | UDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.59% | -14.17% | -72.42% |
Max Drawdown (1Y)Largest decline over 1 year | -20.32% | -5.66% | -14.66% |
Max Drawdown (3Y)Largest decline over 3 years | -26.68% | -14.17% | -12.51% |
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 | -14.67% | -0.93% | -13.74% |
Average DrawdownAverage peak-to-trough decline | -36.52% | -2.99% | -33.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.36% | 1.43% | +5.93% |
Volatility
UGA vs. UDI - Volatility Comparison
United States Gasoline Fund, LP (UGA) has a higher volatility of 13.00% compared to USCF ESG Dividend Income Fund (UDI) at 2.84%. This indicates that UGA's price experiences larger fluctuations and is considered to be riskier than UDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UGA | UDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.00% | 2.84% | +10.16% |
Volatility (6M)Calculated over the trailing 6-month period | 32.16% | 7.38% | +24.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.60% | 10.03% | +26.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.71% | 13.92% | +20.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.31% | 13.92% | +23.39% |
UGA vs. UDI - Expense Ratio Comparison
UGA has a 1.02% expense ratio, which is higher than UDI's 0.65% expense ratio.
Dividends
UGA vs. UDI - Dividend Comparison
UGA has not paid dividends to shareholders, while UDI's dividend yield for the trailing twelve months is around 2.56%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
UDI USCF ESG Dividend Income Fund | 2.56% | 2.42% | 5.33% | 2.61% | 1.79% |
UGA United States Gasoline Fund, LP | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UGA and UDI have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UGA has higher volatility (13.00%) compared to UDI (2.84%). In terms of maximum drawdown, UGA dropped -86.59% vs UDI's -14.17%.
On 3-year performance, UDI leads with 17.57% vs 14.87% for UGA. On fees, UDI is cheaper at 0.65% per year. On volatility, UDI has been the lower-risk option at 2.84%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UDI has performed better with a 17.57% return vs 14.87%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
UDI is cheaper with a 0.65% expense ratio, compared with 1.02% for UGA.
UDI has the higher dividend yield at 2.56%, compared with 0.00% for UGA.
UGA is categorized as Oil & Gas, while UDI is Large Cap Value Equities. Their fees differ too: 1.02% for UGA and 0.65% for UDI.
UDI currently has the higher Sharpe Ratio (2.66 vs 1.96), 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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