PKB vs. SDCI
Compare and contrast key facts about Invesco Dynamic Building & Construction ETF (PKB) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI).
PKB and SDCI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. PKB is a passively managed fund by Invesco that tracks the performance of the Dynamic Building & Construction Intellidex Index. It was launched on Oct 26, 2005. 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: PKB or SDCI.
Key characteristics
| PKB | SDCI | |
|---|---|---|
| YTD Return | 14.57% | 8.65% |
| 1Y Return | 51.44% | 14.82% |
| 3Y Return (Ann) | 10.42% | 15.28% |
| 5Y Return (Ann) | 20.10% | 12.48% |
| Sharpe Ratio | 2.34 | 1.26 |
| Daily Std Dev | 23.30% | 13.38% |
| Max Drawdown | -65.21% | -45.79% |
| Current Drawdown | -3.43% | -4.72% |
Correlation
The correlation between PKB and SDCI is 0.19, 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
PKB vs. SDCI - Performance Comparison
In the year-to-date period, PKB achieves a 14.57% return, which is significantly higher than SDCI's 8.65% 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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PKB vs. SDCI - Expense Ratio Comparison
PKB has a 0.60% expense ratio, which is lower than SDCI's 0.70% expense ratio.
Risk-Adjusted Performance
PKB vs. SDCI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Dynamic Building & Construction ETF (PKB) 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
PKB vs. SDCI - Dividend Comparison
PKB's dividend yield for the trailing twelve months is around 0.27%, less than SDCI's 2.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PKB Invesco Dynamic Building & Construction ETF | 0.27% | 0.33% | 0.43% | 0.25% | 0.30% | 0.37% | 0.54% | 0.17% | 0.31% | 0.11% | 0.10% |
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 2.70% | 3.46% | 33.49% | 19.26% | 0.20% | 0.93% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PKB vs. SDCI - Drawdown Comparison
The maximum PKB drawdown since its inception was -65.21%, which is greater than SDCI's maximum drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for PKB and SDCI. For additional features, visit the drawdowns tool.
Volatility
PKB vs. SDCI - Volatility Comparison
Invesco Dynamic Building & Construction ETF (PKB) has a higher volatility of 7.06% compared to USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) at 3.79%. This indicates that PKB's price experiences larger fluctuations and is considered to be riskier than SDCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.