DTM vs. UMI
Compare and contrast key facts about DT Midstream, Inc. (DTM) and USCF Midstream Energy Income Fund ETF (UMI).
UMI is an actively managed fund by Wainwright, Inc.. It was launched on Mar 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DTM or UMI.
Key characteristics
| DTM | UMI | |
|---|---|---|
| YTD Return | 22.96% | 15.26% |
| 1Y Return | 48.74% | 32.84% |
| Sharpe Ratio | 2.76 | 2.55 |
| Daily Std Dev | 17.80% | 13.22% |
| Max Drawdown | -23.13% | -48.08% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between DTM and UMI is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DTM vs. UMI - Performance Comparison
In the year-to-date period, DTM achieves a 22.96% return, which is significantly higher than UMI's 15.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DTM vs. UMI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DT Midstream, Inc. (DTM) and USCF Midstream Energy Income Fund ETF (UMI). 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
DTM vs. UMI - Dividend Comparison
DTM's dividend yield for the trailing twelve months is around 4.22%, less than UMI's 4.41% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
DTM DT Midstream, Inc. | 4.22% | 5.04% | 4.63% | 2.50% | 0.00% | 0.00% | 0.00% | 0.00% |
UMI USCF Midstream Energy Income Fund ETF | 4.41% | 4.67% | 4.78% | 3.37% | 2.18% | 2.47% | 2.48% | 0.15% |
Drawdowns
DTM vs. UMI - Drawdown Comparison
The maximum DTM drawdown since its inception was -23.13%, smaller than the maximum UMI drawdown of -48.08%. Use the drawdown chart below to compare losses from any high point for DTM and UMI. For additional features, visit the drawdowns tool.
Volatility
DTM vs. UMI - Volatility Comparison
DT Midstream, Inc. (DTM) has a higher volatility of 4.75% compared to USCF Midstream Energy Income Fund ETF (UMI) at 3.20%. This indicates that DTM's price experiences larger fluctuations and is considered to be riskier than UMI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.