WTIU vs. USO
Compare and contrast key facts about MicroSectors Energy 3X Leveraged ETN (WTIU) and United States Oil Fund LP (USO).
WTIU and USO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIU is a passively managed fund by REX that tracks the performance of the Solactive MicroSectors Energy Index - Benchmark TR Gross (--300%). It was launched on Feb 16, 2023. USO is a passively managed fund by Concierge Technologies that tracks the performance of the Front Month Light Sweet Crude Oil. It was launched on Apr 10, 2006. Both WTIU and USO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
WTIU vs. USO - Performance Comparison
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WTIU vs. USO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WTIU MicroSectors Energy 3X Leveraged ETN | 113.23% | -17.13% | -29.63% | -28.42% |
USO United States Oil Fund LP | 79.42% | -8.46% | 13.35% | -3.43% |
Returns By Period
In the year-to-date period, WTIU achieves a 113.23% return, which is significantly higher than USO's 79.42% return.
WTIU
- 1D
- -11.84%
- 1M
- 17.12%
- YTD
- 113.23%
- 6M
- 89.84%
- 1Y
- 46.84%
- 3Y*
- 2.42%
- 5Y*
- —
- 10Y*
- —
USO
- 1D
- -2.48%
- 1M
- 42.32%
- YTD
- 79.42%
- 6M
- 69.66%
- 1Y
- 60.99%
- 3Y*
- 23.15%
- 5Y*
- 24.29%
- 10Y*
- 5.22%
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WTIU vs. USO - Expense Ratio Comparison
WTIU has a 0.95% expense ratio, which is higher than USO's 0.79% expense ratio.
Return for Risk
WTIU vs. USO — Risk / Return Rank
WTIU
USO
WTIU vs. USO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MicroSectors Energy 3X Leveraged ETN (WTIU) and United States Oil Fund LP (USO). 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.
| WTIU | USO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.56 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.22 | 2.22 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.28 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 2.97 | -2.05 |
Martin ratioReturn relative to average drawdown | 1.71 | 5.14 | -3.43 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WTIU | USO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.56 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.71 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | -0.19 | +0.14 |
Correlation
The correlation between WTIU and USO is 0.63, 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.
Dividends
WTIU vs. USO - Dividend Comparison
Neither WTIU nor USO has paid dividends to shareholders.
Drawdowns
WTIU vs. USO - Drawdown Comparison
The maximum WTIU drawdown since its inception was -75.73%, smaller than the maximum USO drawdown of -98.19%. Use the drawdown chart below to compare losses from any high point for WTIU and USO.
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Drawdown Indicators
| WTIU | USO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.73% | -98.19% | +22.46% |
Max Drawdown (1Y)Largest decline over 1 year | -53.11% | -20.39% | -32.72% |
Max Drawdown (5Y)Largest decline over 5 years | — | -36.23% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -86.75% | — |
Current DrawdownCurrent decline from peak | -24.42% | -86.80% | +62.38% |
Average DrawdownAverage peak-to-trough decline | -39.49% | -75.21% | +35.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 28.53% | 11.77% | +16.76% |
Volatility
WTIU vs. USO - Volatility Comparison
MicroSectors Energy 3X Leveraged ETN (WTIU) and United States Oil Fund LP (USO) have volatilities of 22.50% and 22.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIU | USO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.50% | 22.21% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 46.56% | 29.81% | +16.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 81.69% | 39.35% | +42.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 69.54% | 34.40% | +35.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 69.54% | 38.33% | +31.21% |