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 120 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | UDI vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | UDI vs VTV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | UDI vs ILCV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | UDI vs IUSV | |
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | UDI vs SCHV |
Best Risk-Adjusted Alternatives to UDI
UDI has a PortfoliosLab risk / return rank of 81. There are 31 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | UDI vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | UDI vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | UDI vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | UDI vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | UDI vs LSVD |
Top Performing UDI Alternatives (YTD)
UDI is at 12.00% YTD. There are 58 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | UDI vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | UDI vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | UDI vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | UDI vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | UDI vs ROE |
Lowest Volatility Alternatives to UDI
UDI has 10.29% 1-year volatility. There are 28 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | UDI vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | UDI vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | UDI vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | UDI vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | UDI vs DTD |
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 Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | UDI vs PWV | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | UDI vs MDLV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | UDI vs FDL | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | UDI vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | UDI vs ELCV |
Often Compared With UDI
Investors most often compare UDI with TMDV, DHS, GLDI.L. 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