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USCF InvestmentsEnergy Limited PartnershipUMI · NYSE Arca

USCF Midstream Energy Income Fund ETF (UMI)

Price
$60.56
11 Sept 2026
Assets
$525.9M
Total net assets
Expense ratio
0.69%
Category 1.57%
Yield
5.78%
Trailing distributions
3Y CAGR
26.6%+2.1%
Category 24.4%
5Y CAGR
22.8%+0.6%
Category 22.1%
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USCF Midstream Energy Income Fund ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+0.4%+2.6%+6.9%+27.1%+27.7%+26.6%+22.8%+14.5%
Energy Limited Partnership average1.3%5.2%8.5%27.3%28.4%24.4%22.1%9.6%10.9%
Difference-0.9%-2.7%-1.6%-0.1%-0.7%+2.1%+0.6%+3.6%

Holdings

The 10 largest positions make up 62.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
ETEnergy Transfer LP8.31%
EPDEnterprise Products Partners LP7.61%
TRGPTarga Resources Corp7.18%
WMBWilliams Companies Inc7.09%
ENB.TOEnbridge Inc6.26%
KMIKinder Morgan Inc Class P5.98%
DTMDT Midstream Inc Ordinary Shares5.34%
OKEONEOK Inc5.06%
PAGPPlains GP Holdings LP Class A5.05%
MPLXMPLX LP Partnership Units4.86%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
20.5
P/B
3.3
P/S
0.8
P/CF
7.8

Sector allocation

Share of the equity the fund holds.

99.9%Energy2 sectors
  1. Energy99.9%
  2. Utilities0.1%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
USCF Investments
Category
Equity · Energy Limited Partnership
Ticker
UMI
Exchange
NYSE Arca
Inception
24 Mar 2021 (5.5 years)
Structure
Exchange Traded Fund
Expense ratio
0.69% (category 1.57%)
Holdings turnover
41% (category 36%)
Distribution yield
5.78%
Beta, 3 years
0.29
Total net assets
$525.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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