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UGE vs USG

Comparison between PROSHARES ULTRA CONSUMER STAPLES (UGE, ETF) and USCF GOLD STRATEGY PLUS INCOME FUND (USG, ETF).

5-Year PerformanceUSG has outperformed UGE, delivering a return of +18.0% compared to -2.4%

UGE vs USG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UGE
$12M
Winner
USG
$12M
Expense Ratio
UGE
N/A
USG
0.45%
Max Drawdown
UGE
72.17%
Winner
USG
21.86%
Sharpe Ratio
UGE
0.04
Winner
USG
0.84
5Y Beta
UGE
0.40
Winner
USG
0.17
P/E Ratio
UGE
29.37
USG
N/A
Forward P/E
UGE
19.45
USG
N/A
PEG Ratio
UGE
1.85
USG
N/A
5Y Dividends CAGR
UGE
39.69%
USG
N/A
5Y EPS CAGR
UGE
6.85%
USG
N/A
Debt to Equity
UGE
215.90%
USG
N/A
P/S Ratio
UGE
1.33
USG
N/A
P/B Ratio
UGE
4.80
USG
N/A

UGE vs USG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UGE
-3.18%
USG
-7.82%
3M
Winner
UGE
-7.36%
USG
-14.91%
6M
Winner
UGE
+12.66%
USG
+1.68%
1Y
UGE
+1.14%
Winner
USG
+24.23%
5Y(CAGR)
UGE
-2.37%
Winner
USG
+17.98%
10Y(CAGR)
UGE
+7.79%
USG
N/A
Max(CAGR)
UGE
+11.04%
Winner
USG
+17.98%

UGE vs USG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUGEUSG
2026+11.35%-0.19%
2025-4.58%+49.42%
2024+14.01%+23.76%
2023+5.86%+8.17%
2022-49.77%+2.59%
2021+44.85%+3.12%
2020+57.77%N/A
2019+58.25%N/A
2018-29.60%N/A
2017+32.70%N/A
2016+12.18%N/A
2015+11.84%N/A
2014+26.67%N/A
2013+60.04%N/A
2012+20.12%N/A
2011+11.99%N/A
2010+35.67%N/A
2009+41.14%N/A
2008-49.58%N/A
2007+6.86%N/A

UGE vs USG Drawdown Comparison

The maximum drawdown for UGE was -71.37%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.

The maximum drawdown for USG was -18.44%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current UGE drawdown is -37.00%. The current USG drawdown is -18.36%.

RankUGEUSG
#1-71.37%
Dec 10, 2007 - Apr 15, 2011
-18.44%
Jan 28, 2026 - Jun 5, 2026
#2-57.14%
Feb 20, 2020 - Aug 17, 2020
-17.21%
Apr 14, 2022 - Dec 1, 2023
#3-56.54%
Jan 4, 2022 - Oct 12, 2023
-7.64%
Oct 30, 2024 - Jan 30, 2025
#4-38.50%
Jan 23, 2018 - Dec 11, 2019
-7.17%
May 6, 2025 - Jun 13, 2025
#5-26.29%
Jul 7, 2011 - Feb 9, 2012
-5.29%
May 21, 2024 - Jul 15, 2024
#6-20.52%
Aug 10, 2015 - Oct 22, 2015
-4.97%
Nov 18, 2021 - Feb 14, 2022
#7-17.72%
Feb 8, 2021 - Apr 13, 2021
-4.62%
Jun 13, 2025 - Jul 22, 2025
#8-16.66%
Oct 26, 2015 - Mar 11, 2016
-4.59%
Apr 2, 2025 - Apr 10, 2025
#9-16.03%
Jul 25, 2016 - Feb 17, 2017
-4.55%
Jul 22, 2025 - Aug 29, 2025
#10-15.21%
Nov 5, 2021 - Jan 3, 2022
-4.31%
Dec 26, 2025 - Jan 12, 2026
#11-15.08%
Dec 30, 2013 - Apr 1, 2014
-4.22%
Dec 27, 2023 - Mar 4, 2024
#12-14.77%
Oct 13, 2020 - Nov 16, 2020
-3.98%
Dec 1, 2023 - Dec 26, 2023
#13-13.62%
Jun 1, 2007 - Oct 3, 2007
-3.85%
Apr 28, 2025 - May 6, 2025
#14-13.28%
Sep 2, 2020 - Oct 9, 2020
-3.42%
Mar 8, 2022 - Apr 14, 2022
#15-13.27%
Apr 3, 2012 - Aug 16, 2012
-2.88%
Jul 17, 2024 - Jul 31, 2024

Correlation

Correlation between UGE and USG is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

0.06
-101

Dividend Comparison (2007 - 2026)

UGE vs USG dividend yield comparison.

YearUGEUSG
20260.31%0.54%
20252.54%27.33%
20241.43%7.48%
20231.20%8.16%
20220.74%2.85%
20210.20%0.00%
20200.41%0.00%
20190.86%0.00%
20180.76%0.00%
20170.68%0.00%
20160.76%0.00%
20150.60%0.00%
20140.55%0.00%
20130.49%0.00%
20120.66%0.00%
20110.04%0.00%
20100.79%0.00%
20091.23%0.00%
20082.63%0.00%
20072.42%0.00%

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