USL vs RBLD

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

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

USL vs RBLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

USL

$41M

RBLD

$41M

Expense Ratio

USL

1.01%

Winner

RBLD

0.65%

Max Drawdown

USL

89.06%

Winner

RBLD

51.72%

Sharpe Ratio

USL

1.15

Winner

RBLD

1.17

5Y Beta

Winner

USL

0.13

RBLD

0.81

P/E Ratio

USL

N/A

RBLD

30.36

Forward P/E

USL

N/A

RBLD

23.13

PEG Ratio

USL

N/A

RBLD

0.94

5Y Dividends CAGR

USL

N/A

RBLD

-1.54%

5Y EPS CAGR

USL

N/A

RBLD

12.58%

Debt to Equity

USL

N/A

RBLD

89.87%

P/S Ratio

USL

N/A

RBLD

3.48

P/B Ratio

USL

N/A

RBLD

4.01

USL vs RBLD - Historical Returns

Returns include dividend reinvestment.

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

Winner

USL

+8.37%

RBLD

-3.01%

USL

+2.10%

Winner

RBLD

+2.31%

Winner

USL

+44.88%

RBLD

+11.64%

Winner

USL

+39.73%

RBLD

+21.72%

5Y(CAGR)

Winner

USL

+15.40%

RBLD

+11.77%

10Y(CAGR)

Winner

USL

+10.94%

RBLD

+8.26%

Max(CAGR)

USL

-0.06%

Winner

RBLD

+8.59%

USL vs RBLD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

USL vs RBLD Drawdown Comparison

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

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

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

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