USCF ESG Dividend Income Fund (UDI) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with UDI. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UDI
UDI charges 0.65% annually. There are 122 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Morningstar Value ETF | 0.04% | 1.32B | Jun 2004 | UDI vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.22B | Jul 2000 | UDI vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.73B | Dec 2009 | UDI vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 36.23B | Sep 2000 | UDI vs SPYV | |
| Vanguard Value ETF | 0.04% | 254.20B | Jan 2004 | UDI vs VTV |
Best Risk-Adjusted Alternatives to UDI
UDI has a PortfoliosLab risk / return rank of 94. There are 27 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | 97 | 1.72B | Mar 2005 | UDI vs PWV | |
| iShares MSCI USA Value Factor ETF | 97 | 9.07B | Apr 2013 | UDI vs VLUE | |
| VictoryShares Free Cash Flow ETF | 96 | 9.18B | Jun 2023 | UDI vs VFLO | |
| SEI QiM U.S. Large Cap Value Active ETF | 95 | 956.28M | May 2022 | UDI vs SEIV | |
| iShares Russell Top 200 Value ETF | 95 | 3.98B | Sep 2009 | UDI vs IWX |
Top Performing UDI Alternatives (YTD)
UDI is at 16.78% YTD. There are 46 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 40.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 40.90% | 9.07B | Apr 2013 | UDI vs VLUE | |
| VictoryShares Free Cash Flow ETF | 26.80% | 9.18B | Jun 2023 | UDI vs VFLO | |
| iShares Core Dividend ETF | 25.34% | 1.71B | Nov 2017 | UDI vs DIVB | |
| Bushido Capital US Equity ETF | 23.03% | 479.57M | Sep 2023 | UDI vs SMRI | |
| Avantis U.S. Large Cap Value ETF | 22.36% | 17.85B | Sep 2021 | UDI vs AVLV |
Lowest Volatility Alternatives to UDI
UDI has 10.16% 1-year volatility. There are 23 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.04% | 60.32M | Oct 2025 | UDI vs KWIN | |
| Bahl & Gaynor Income Growth ETF | 8.95% | 342.03M | Sep 2023 | UDI vs BGIG | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.25B | Jun 2006 | UDI vs DLN | |
| Absolute Select Value ETF | 9.10% | 143.00M | Jan 2020 | UDI vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 9.17% | 32.39M | Apr 2023 | UDI vs MDLV |
Lowest Drawdown Alternatives to UDI
UDI has a 1-year max drawdown of -5.66%. There are 10 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Large Cap Value ETF | -4.05% | 1.72B | Mar 2005 | UDI vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.77B | Mar 2006 | UDI vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | UDI vs MDLV | |
| Hartford US Value ETF | -4.93% | 49.18M | Dec 2023 | UDI vs VMAX | |
| First Trust Large Cap Value AlphaDEX Fund | -5.13% | 1.40B | May 2007 | UDI vs FTA |
Other ETFs from USCF
The 10 most viewed USCF ETFs shown here include USO, CPER, BNO and span 5 categories. AUM among these funds goes as high as $2B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| United States Oil Fund LP | Oil & Gas | 55 | 86.77% | 1.99B | Apr 2006 | UDI vs USO | |
| United States Copper Index Fund | Copper, Metals | 70 | 13.16% | 732.12M | Nov 2011 | UDI vs CPER | |
| United States Brent Oil Fund LP | Oil & Gas | 52 | 77.90% | 615.26M | Jun 2010 | UDI vs BNO | |
| United States Natural Gas Fund LP | Oil & Gas | 5 | -17.94% | 467.98M | Apr 2007 | UDI vs UNG | |
| USCF SummerHaven Dynamic Commodity Strategy No K-1... | Commodities | 85 | 31.41% | 575.59M | May 2018 | UDI vs SDCI | |
| United States Commodity Index Fund | Commodities | 84 | 30.16% | 369.40M | Aug 2010 | UDI vs USCI | |
| USCF Midstream Energy Income Fund ETF | Energy Equities | 83 | 26.70% | 509.11M | Mar 2021 | UDI vs UMI | |
| United States Gasoline Fund, LP | Oil & Gas | 87 | 91.06% | 135.15M | Feb 2008 | UDI vs UGA | |
| United States 12 Month Oil Fund, LP | Oil & Gas | 43 | 50.47% | 44.96M | Dec 2007 | UDI vs USL | |
| USCF Energy Commodity Strategy Absolute Return Fun... | Commodities | 19 | 41.47% | 6.48M | May 2023 | UDI vs USE |
Often Compared With UDI
Investors most often compare UDI with TMDV, DHS, ELCV. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare UDI with Any Fund or Stock
Compare UDI with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UDI with funds that move differently
USCF ESG Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UDI.
Explore UDI Diversifiers