USO vs GDV

Comparison between United States Oil Fund (USO, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceUSO has outperformed GDV, delivering a return of +24.6% compared to +8.6%

USO vs GDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USO(ETF)	GDV(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.86%	N/A
Max Drawdown	98.19%	73.33%
Sharpe Ratio	1.86	1.93
5Y Beta	0.08	0.77
5Y Dividends CAGR	N/A	5.44%

Net Assets

USO

$2.60B

Winner

GDV

$2.70B

Expense Ratio

USO

0.86%

GDV

N/A

Max Drawdown

USO

98.19%

Winner

GDV

73.33%

Sharpe Ratio

USO

1.86

Winner

GDV

1.93

5Y Beta

Winner

USO

0.08

GDV

0.77

5Y Dividends CAGR

USO

N/A

GDV

5.44%

USO vs GDV - Historical Returns

Returns include dividend reinvestment.

Period	USO	GDV
1 month	+7.23%	+3.73%
3 months	+71.23%	+1.17%
6 months	+87.47%	+12.55%
1 year	+103.64%	+29.28%
5 years(CAGR)	+24.62%	+8.60%
10 years(CAGR)	+4.57%	+11.37%
Max(CAGR)	-6.76%	+8.55%

Winner

USO

+7.23%

GDV

+3.73%

Winner

USO

+71.23%

GDV

+1.17%

Winner

USO

+87.47%

GDV

+12.55%

Winner

USO

+103.64%

GDV

+29.28%

5Y(CAGR)

Winner

USO

+24.62%

GDV

+8.60%

10Y(CAGR)

USO

+4.57%

Winner

GDV

+11.37%

Max(CAGR)

USO

-6.76%

Winner

GDV

+8.55%

USO vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	USO	GDV
2026	+93.72%	+6.94%
2025	-10.10%	+22.91%
2024	+14.87%	+18.64%
2023	-1.46%	+11.63%
2022	+27.87%	-19.09%
2021	+67.88%	+35.21%
2020	-67.79%	+4.02%
2019	+30.05%	+26.19%
2018	-19.97%	-17.09%
2017	+4.98%	+23.45%
2016	+6.74%	+19.57%
2015	-44.70%	-8.54%
2014	-40.52%	+6.24%
2013	+4.44%	+40.03%
2012	-15.92%	+10.49%
2011	-2.41%	+5.74%
2010	-3.15%	+21.68%
2009	+10.24%	+31.91%
2008	-57.82%	-44.37%
2007	+53.36%	+6.34%
2006	-24.14%	+27.58%
2005	N/A	+4.16%
2004	N/A	-4.13%
2003	N/A	+0.00%

USO vs GDV Drawdown Comparison

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current USO drawdown is -85.79%. The current GDV drawdown is -1.09%.

Rank	USO	GDV
#1	-98.19% Jul 14, 2008 - Apr 28, 2020	-68.82% Jul 13, 2007 - Apr 28, 2011
#2	-40.98% Jul 13, 2006 - Oct 31, 2007	-53.05% Jan 17, 2020 - Dec 2, 2020
#3	-12.04% Jan 2, 2008 - Feb 19, 2008	-28.61% Sep 21, 2018 - Jan 16, 2020
#4	-11.18% Nov 20, 2007 - Jan 2, 2008	-28.33% Nov 16, 2021 - Jul 12, 2024
#5	-10.48% Apr 21, 2006 - Jul 13, 2006	-26.21% Jun 23, 2014 - Aug 12, 2016
#6	-8.61% May 21, 2008 - Jun 6, 2008	-22.59% Jul 7, 2011 - Mar 16, 2012
#7	-7.97% Mar 13, 2008 - Apr 9, 2008	-16.69% Dec 17, 2003 - Jun 16, 2005
#8	-6.15% Jul 2, 2008 - Jul 11, 2008	-16.07% Feb 19, 2025 - May 20, 2025
#9	-5.85% Nov 6, 2007 - Nov 20, 2007	-11.99% Jan 25, 2018 - Aug 9, 2018
#10	-5.55% Apr 28, 2008 - May 5, 2008	-11.85% May 1, 2012 - Aug 10, 2012
#11	-4.69% Jun 6, 2008 - Jun 26, 2008	-11.65% Oct 17, 2012 - Jan 4, 2013
#12	-2.55% Feb 28, 2008 - Mar 5, 2008	-9.76% Feb 17, 2026 - Apr 17, 2026
#13	-2.51% Feb 20, 2008 - Feb 26, 2008	-9.24% May 21, 2013 - Jul 17, 2013
#14	-2.08% Apr 23, 2008 - Apr 25, 2008	-9.08% Aug 23, 2016 - Nov 23, 2016
#15	-1.97% May 9, 2008 - May 16, 2008	-8.03% Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between USO and GDV is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.67

-101