UMI vs SPYU

Comparison between USCF MIDSTREAM ENERGY INCOME FUND (UMI, ETF) and MAX S&P 500 4X Leveraged ETN (SPYU, ETF).

UMI vs SPYU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMI(ETF)	SPYU(ETF)
Net Assets	$484M	$482M
Expense Ratio	0.69%	N/A
Max Drawdown	48.38%	62.27%
Sharpe Ratio	1.46	1.27
5Y Beta	0.48	3.84
P/E Ratio	21.86	N/A
Forward P/E	16.85	N/A
PEG Ratio	1.03	N/A
5Y Dividends CAGR	52.37%	N/A
5Y EPS CAGR	16.48%	N/A
P/S Ratio	0.99	N/A
P/B Ratio	3.38	N/A

Net Assets

Winner

UMI

$484M

SPYU

$482M

Expense Ratio

UMI

0.69%

SPYU

N/A

Max Drawdown

Winner

UMI

48.38%

SPYU

62.27%

Sharpe Ratio

Winner

UMI

1.46

SPYU

1.27

5Y Beta

Winner

UMI

0.48

SPYU

3.84

P/E Ratio

UMI

21.86

SPYU

N/A

Forward P/E

UMI

16.85

SPYU

N/A

PEG Ratio

UMI

1.03

SPYU

N/A

5Y Dividends CAGR

UMI

52.37%

SPYU

N/A

5Y EPS CAGR

UMI

16.48%

SPYU

N/A

P/S Ratio

UMI

0.99

SPYU

N/A

P/B Ratio

UMI

3.38

SPYU

N/A

UMI vs SPYU - Historical Returns

Returns include dividend reinvestment.

Period	UMI	SPYU
1 month	-0.02%	+4.34%
3 months	+2.97%	+24.95%
6 months	+20.74%	+13.64%
1 year	+25.35%	+73.91%
5 years(CAGR)	+20.36%	N/A
10 years(CAGR)	+14.46%	N/A
Max(CAGR)	+14.46%	+46.25%

UMI

-0.02%

Winner

SPYU

+4.34%

UMI

+2.97%

Winner

SPYU

+24.95%

Winner

UMI

+20.74%

SPYU

+13.64%

UMI

+25.35%

Winner

SPYU

+73.91%

5Y(CAGR)

UMI

+20.36%

SPYU

N/A

10Y(CAGR)

UMI

+14.46%

SPYU

N/A

Max(CAGR)

UMI

+14.46%

Winner

SPYU

+46.25%

UMI vs SPYU - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UMI	SPYU
2026	+21.24%	+16.73%
2025	+3.31%	+18.62%
2024	+42.49%	+65.53%
2023	+17.14%	+16.31%
2022	+18.48%	N/A
2021	+23.24%	N/A
2020	-8.24%	N/A
2019	+20.99%	N/A
2018	-10.64%	N/A
2017	+2.76%	N/A

UMI vs SPYU Drawdown Comparison

The maximum drawdown for UMI was -48.08%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The maximum drawdown for SPYU was -62.27%, occurring on Apr 8, 2025. Recovery took 206 trading sessions.

The current UMI drawdown is -4.38%. The current SPYU drawdown is -11.80%.

Rank	UMI	SPYU
#1	-48.08% Jan 21, 2020 - Mar 1, 2021	-62.27% Dec 4, 2024 - Oct 2, 2025
#2	-20.05% Jun 7, 2022 - Aug 11, 2023	-37.25% Oct 29, 2025 - Apr 30, 2026
#3	-18.75% Aug 27, 2018 - Nov 6, 2019	-31.99% Jul 16, 2024 - Oct 14, 2024
#4	-17.08% Jan 21, 2025 - Jan 27, 2026	-21.75% Mar 27, 2024 - May 21, 2024
#5	-13.87% Jun 16, 2021 - Oct 12, 2021	-11.96% Oct 14, 2024 - Nov 6, 2024
#6	-13.83% Oct 20, 2021 - Feb 1, 2022	-11.80% Jun 2, 2026 - Jun 5, 2026
#7	-13.75% Mar 15, 2021 - May 5, 2021	-11.60% Oct 8, 2025 - Oct 24, 2025
#8	-10.27% Nov 29, 2024 - Jan 16, 2025	-8.92% Nov 11, 2024 - Nov 29, 2024
#9	-9.24% Apr 20, 2022 - Jun 1, 2022	-8.11% Dec 28, 2023 - Jan 19, 2024
#10	-8.77% Jan 23, 2018 - Jul 9, 2018	-7.88% May 14, 2026 - May 26, 2026
#11	-8.16% May 5, 2021 - Jun 4, 2021	-7.20% May 21, 2024 - Jun 5, 2024
#12	-6.66% May 19, 2026 - May 29, 2026	-7.07% Jan 29, 2024 - Feb 2, 2024
#13	-6.21% Mar 26, 2026 - Apr 30, 2026	-6.01% Dec 19, 2023 - Dec 27, 2023
#14	-6.19% Mar 4, 2022 - Mar 24, 2022	-5.78% Feb 9, 2024 - Feb 22, 2024
#15	-5.87% Feb 11, 2022 - Feb 28, 2022	-4.63% Mar 1, 2024 - Mar 7, 2024