RBLD vs USL

Comparison between FIRST TRUST ALERIAN U.S. NEXTGEN INFRASTRUCTURE ETF (RBLD, ETF) and United States 12 Month Oil Fund LP (USL, ETF).

5-Year PerformanceUSL has outperformed RBLD, delivering a return of +15.4% compared to +11.8%

RBLD vs USL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RBLD(ETF)	USL(ETF)
Net Assets	$41M	$41M
Expense Ratio	0.65%	1.01%
Max Drawdown	51.72%	89.06%
Sharpe Ratio	1.17	1.15
5Y Beta	0.81	0.13
P/E Ratio	30.36	N/A
Forward P/E	23.13	N/A
PEG Ratio	0.94	N/A
5Y Dividends CAGR	-1.54%	N/A
5Y EPS CAGR	12.58%	N/A
Debt to Equity	89.87%	N/A
P/S Ratio	3.48	N/A
P/B Ratio	4.01	N/A

Net Assets

RBLD

$41M

Winner

USL

$41M

Expense Ratio

Winner

RBLD

0.65%

USL

1.01%

Max Drawdown

Winner

RBLD

51.72%

USL

89.06%

Sharpe Ratio

Winner

RBLD

1.17

USL

1.15

5Y Beta

RBLD

0.81

Winner

USL

0.13

P/E Ratio

RBLD

30.36

USL

N/A

Forward P/E

RBLD

23.13

USL

N/A

PEG Ratio

RBLD

0.94

USL

N/A

5Y Dividends CAGR

RBLD

-1.54%

USL

N/A

5Y EPS CAGR

RBLD

12.58%

USL

N/A

Debt to Equity

RBLD

89.87%

USL

N/A

P/S Ratio

RBLD

3.48

USL

N/A

P/B Ratio

RBLD

4.01

USL

N/A

RBLD vs USL - Historical Returns

Returns include dividend reinvestment.

Period	RBLD	USL
1 month	-3.01%	+8.37%
3 months	+2.31%	+2.10%
6 months	+11.64%	+44.88%
1 year	+21.72%	+39.73%
5 years(CAGR)	+11.77%	+15.40%
10 years(CAGR)	+8.26%	+10.94%
Max(CAGR)	+8.59%	-0.06%

RBLD

-3.01%

Winner

USL

+8.37%

Winner

RBLD

+2.31%

USL

+2.10%

RBLD

+11.64%

Winner

USL

+44.88%

RBLD

+21.72%

Winner

USL

+39.73%

5Y(CAGR)

RBLD

+11.77%

Winner

USL

+15.40%

10Y(CAGR)

RBLD

+8.26%

Winner

USL

+10.94%

Max(CAGR)

Winner

RBLD

+8.59%

USL

-0.06%

RBLD vs USL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	RBLD	USL
2026	+16.04%	+52.78%
2025	+13.85%	-13.51%
2024	+18.41%	+9.35%
2023	+19.67%	+2.16%
2022	-10.17%	+25.84%
2021	+14.23%	+65.27%
2020	-0.56%	-25.39%
2019	+12.52%	+25.29%
2018	-22.35%	-14.64%
2017	+22.22%	+4.24%
2016	+15.76%	+20.01%
2015	-0.95%	-35.41%
2014	-8.94%	-35.84%
2013	+21.26%	+6.91%
2012	+15.26%	-11.94%
2011	-18.52%	+0.78%
2010	+15.17%	+4.42%
2009	+22.91%	+26.44%
2008	+16.36%	-46.75%
2007	N/A	+5.09%

RBLD vs USL Drawdown Comparison

The maximum drawdown for RBLD was -50.07%, occurring on Mar 18, 2020. Recovery took 1488 trading sessions.

The maximum drawdown for USL was -89.06%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current RBLD drawdown is -3.26%. The current USL drawdown is -42.18%.

Rank	RBLD	USL
#1	-50.07% Jan 26, 2018 - Dec 26, 2023	-89.06% Jul 11, 2008 - Apr 28, 2020
#2	-33.46% Apr 29, 2011 - Sep 16, 2013	-10.83% Mar 13, 2008 - Apr 7, 2008
#3	-30.86% Jan 6, 2009 - May 4, 2009	-10.40% Jan 3, 2008 - Feb 19, 2008
#4	-27.71% Jun 9, 2014 - Feb 15, 2017	-9.47% May 21, 2008 - Jun 6, 2008
#5	-24.42% Nov 4, 2008 - Dec 8, 2008	-6.96% Jul 3, 2008 - Jul 11, 2008
#6	-22.47% Apr 15, 2010 - Oct 13, 2010	-4.50% Apr 25, 2008 - May 5, 2008
#7	-20.15% Oct 20, 2008 - Nov 4, 2008	-3.49% Jun 6, 2008 - Jun 23, 2008
#8	-19.14% Nov 29, 2024 - Jul 3, 2025	-3.05% Feb 28, 2008 - Mar 5, 2008
#9	-15.59% Jun 2, 2009 - Aug 3, 2009	-2.80% May 9, 2008 - May 19, 2008
#10	-13.38% Oct 19, 2009 - Apr 9, 2010	-2.58% Dec 12, 2007 - Dec 26, 2007
#11	-8.20% Dec 17, 2008 - Dec 31, 2008	-2.16% Dec 6, 2007 - Dec 12, 2007
#12	-7.91% Sep 16, 2009 - Oct 15, 2009	-1.82% Jun 23, 2008 - Jun 26, 2008
#13	-7.69% Jan 15, 2014 - Mar 7, 2014	-1.12% Apr 22, 2008 - Apr 25, 2008
#14	-7.49% May 8, 2009 - May 19, 2009	-0.96% Feb 21, 2008 - Feb 26, 2008
#15	-7.35% Mar 3, 2011 - Mar 21, 2011	-0.86% Apr 9, 2008 - Apr 14, 2008