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USOCommodities

United States Oil Fund, LP

$141.49

 

52-week range

Twelve months

Assets under management
$1.7B
Expense ratio
0.86%
Holdings
1
NAV
$141.49
Inception
Apr 10, 2006
Issuer
USCF
Asset class
Commodities
Exchange
Average volume
6.9M
Volume
50-day average
200-day average
Day range
Previous close
Domicile
US
Official page
uscfinvestments.com

About this fund

USO delivers its exposure to oil using near-term futures. USO gets exposure to oil using derivatives, like several oil ETPs. The fund predominately holds near-month-futures contracts on WTI, rolling into future contracts every month. This method is particularly sensitive to short-term changes in spot prices. USO held front month contracts until April 17, 2020, at which time following leeway in the prospectus, USO changed the exposure from holding specifically front-month contracts to holding predominantly front-month contracts, 30% next month and 15% contracts with further expiry. USO is structured as a commodities pool, so expect a K-1 at tax time. Long-term holders will be taxed on any gains even if they didn't sell shares.

Sector exposure

  • Cash & Others100.00%

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Questions

What is the expense ratio of USO?

USO charges 0.86% per year. The fee is taken out of the fund's assets, so it shows up as a small drag on performance rather than as a separate bill.

How large is USO?

The fund manages $1.7B. Size matters mainly for liquidity: larger funds tend to trade with tighter spreads and are less likely to be closed by the issuer.

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USO ETF — United States Oil Fund, LP: Price, Holdings and Expense Ratio | Plutux