UMI vs. PWRZ
UMI (USCF Midstream Energy Income Fund ETF) and PWRZ (TrueShares Eagle Global Next Gen Power Infrastructure ETF) are both Energy Equities funds. Both are actively managed. At a 0.20 correlation, their price movements are largely independent. UMI charges 0.85%/yr vs 0.75%/yr for PWRZ.
Performance
UMI vs. PWRZ - Performance Comparison
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Returns By Period
UMI
- 1D
- 1.18%
- 1M
- 5.45%
- 6M
- 26.23%
- YTD
- 27.88%
- 1Y
- 31.97%
- 3Y*
- 27.71%
- 5Y*
- 22.94%
- 10Y*
- —
PWRZ
- 1D
- -0.93%
- 1M
- —
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UMI vs. PWRZ - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
UMI USCF Midstream Energy Income Fund ETF | 2.05% |
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | -0.37% |
Correlation
The correlation between UMI and PWRZ is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 10, 2026 | 0.20 |
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Return for Risk
UMI vs. PWRZ — Risk / Return Rank
UMI
PWRZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UMI vs. PWRZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USCF Midstream Energy Income Fund ETF (UMI) and TrueShares Eagle Global Next Gen Power Infrastructure ETF (PWRZ). 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.
| UMI | PWRZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.38 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | — | — |
| Martin ratioReturn relative to average drawdown | 10.78 | — | — |
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Drawdowns
UMI vs. PWRZ - Drawdown Comparison
The maximum UMI drawdown since its inception was -48.08%, which is greater than PWRZ's maximum drawdown of -1.21%. Use the drawdown chart below to compare losses from any high point for UMI and PWRZ.
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Drawdown Indicators
| UMI | PWRZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.08% | -1.21% | -46.87% |
Max Drawdown (1Y)Largest decline over 1 year | -7.50% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -17.08% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.05% | — | — |
Current DrawdownCurrent decline from peak | -0.59% | -1.21% | +0.62% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -0.42% | -6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | — | — |
Volatility
UMI vs. PWRZ - Volatility Comparison
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Volatility by Period
| UMI | PWRZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.12% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.42% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.60% | 12.75% | +1.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.46% | 12.75% | +6.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.13% | 12.75% | +10.38% |
UMI vs. PWRZ - Expense Ratio Comparison
UMI has a 0.85% expense ratio, which is higher than PWRZ's 0.75% expense ratio.
Dividends
UMI vs. PWRZ - Dividend Comparison
UMI's dividend yield for the trailing twelve months is around 5.74%, while PWRZ has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
PWRZ TrueShares Eagle Global Next Gen Power Infrastructure ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UMI USCF Midstream Energy Income Fund ETF | 5.74% | 6.23% | 4.39% | 4.67% | 4.36% | 3.00% | 2.18% | 2.47% | 2.48% | 0.15% |
Frequently Asked Questions
UMI and PWRZ have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PWRZ is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PWRZ is cheaper with a 0.75% expense ratio, compared with 0.85% for UMI.
UMI has the higher dividend yield at 5.74%, compared with 0.00% for PWRZ.
They also come from different issuers: Wainwright, Inc. and TrueShares. Their fees differ too: 0.85% for UMI and 0.75% for PWRZ.
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