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 123 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.78B | Dec 2009 | UDI vs SCHV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 27.02B | Jul 2000 | UDI vs IUSV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.82B | Sep 2000 | UDI vs SPYV | |
| iShares Morningstar Value ETF | 0.04% | 1.30B | Jun 2004 | UDI vs ILCV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | UDI vs VTV |
Best Risk-Adjusted Alternatives to UDI
UDI has a PortfoliosLab risk / return rank of 89. 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 | 9.78B | Apr 2013 | UDI vs VLUE | |
| Invesco Dynamic Large Cap Value ETF | 95 | 1.62B | Mar 2005 | UDI vs PWV | |
| SEI Enhanced US Large Cap Value Factor ETF | 94 | 956.28M | May 2022 | UDI vs SEIV | |
| Avantis U.S. Large Cap Value ETF | 93 | 16.76B | Sep 2021 | UDI vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 93 | 26.25B | Aug 2013 | UDI vs FNDX |
Top Performing UDI Alternatives (YTD)
UDI is at 15.03% YTD. There are 52 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 42.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 42.84% | 9.78B | Apr 2013 | UDI vs VLUE | |
| Clough Select Equity ETF | 24.90% | 56.12M | Nov 2020 | UDI vs CBSE | |
| Eventide High Dividend ETF | 22.35% | 150.61M | Sep 2024 | UDI vs ELCV | |
| iShares Core Dividend ETF | 22.13% | 1.59B | Nov 2017 | UDI vs DIVB | |
| VictoryShares Free Cash Flow ETF | 21.96% | 8.17B | Jun 2023 | UDI vs VFLO |
Lowest Volatility Alternatives to UDI
UDI has 10.24% 1-year volatility. There are 27 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 4.16%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| KraneShares Wahed Alternative Income Index ETF | 4.16% | 60.27M | Oct 2025 | UDI vs KWIN | |
| WisdomTree U.S. LargeCap Dividend Fund | 8.96% | 6.21B | Jun 2006 | UDI vs DLN | |
| Bahl & Gaynor Income Growth ETF | 8.98% | 342.03M | Sep 2023 | UDI vs BGIG | |
| Morgan Dempsey Large Cap Value ETF | 9.02% | 32.39M | Apr 2023 | UDI vs MDLV | |
| Absolute Select Value ETF | 9.11% | 142.20M | Jan 2020 | UDI vs ABEQ |
Lowest Drawdown Alternatives to UDI
UDI has a 1-year max drawdown of -5.66%. There are 11 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% | 1.62B | Mar 2005 | UDI vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.48B | 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% | 48.88M | 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