CCRV vs. SDCI
Compare and contrast key facts about iShares Commodity Curve Carry Strategy ETF (CCRV) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI).
CCRV and SDCI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CCRV is a passively managed fund by iShares that tracks the performance of the CCRV-US - ICE BofA Commodity Enhanced Carry Index. It was launched on Sep 1, 2020. SDCI is an actively managed fund by Wainwright, Inc.. It was launched on May 3, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCRV or SDCI.
Correlation
The correlation between CCRV and SDCI is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CCRV vs. SDCI - Performance Comparison
Key characteristics
CCRV:
-0.54
SDCI:
0.87
CCRV:
-0.65
SDCI:
1.26
CCRV:
0.92
SDCI:
1.16
CCRV:
-0.61
SDCI:
1.08
CCRV:
-1.46
SDCI:
3.81
CCRV:
5.86%
SDCI:
3.39%
CCRV:
15.92%
SDCI:
14.77%
CCRV:
-24.81%
SDCI:
-45.79%
CCRV:
-11.83%
SDCI:
-8.24%
Returns By Period
In the year-to-date period, CCRV achieves a -6.50% return, which is significantly lower than SDCI's 3.25% return.
CCRV
-6.50%
-1.68%
-7.11%
-8.58%
N/A
N/A
SDCI
3.25%
-1.04%
7.41%
12.49%
23.75%
N/A
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CCRV vs. SDCI - Expense Ratio Comparison
CCRV has a 0.40% expense ratio, which is lower than SDCI's 0.70% expense ratio.
Risk-Adjusted Performance
CCRV vs. SDCI — Risk-Adjusted Performance Rank
CCRV
SDCI
CCRV vs. SDCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Commodity Curve Carry Strategy ETF (CCRV) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CCRV vs. SDCI - Dividend Comparison
CCRV's dividend yield for the trailing twelve months is around 4.74%, less than SDCI's 5.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
CCRV iShares Commodity Curve Carry Strategy ETF | 4.74% | 4.43% | 7.26% | 33.27% | 26.22% | 0.00% | 0.00% | 0.00% |
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 5.74% | 5.92% | 3.46% | 33.49% | 19.26% | 0.20% | 0.93% | 0.68% |
Drawdowns
CCRV vs. SDCI - Drawdown Comparison
The maximum CCRV drawdown since its inception was -24.81%, smaller than the maximum SDCI drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for CCRV and SDCI. For additional features, visit the drawdowns tool.
Volatility
CCRV vs. SDCI - Volatility Comparison
iShares Commodity Curve Carry Strategy ETF (CCRV) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) have volatilities of 7.96% and 8.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.