SDCI vs. UDI
SDCI (USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund) and UDI (USCF ESG Dividend Income Fund) are both exchange-traded funds - SDCI is a Commodities fund tracking the SummerHaven Dynamic Commodity Index Total Return, while UDI is a Large Cap Value Equities fund actively managed by USCF. SDCI is passively managed, while UDI is actively managed. Over the past 3 years, SDCI returned 20.01%/yr vs 17.36%/yr for UDI. Their 0.13 correlation means their historical movements had little consistent relationship. SDCI charges 0.60%/yr vs 0.65%/yr for UDI.
Performance
SDCI vs. UDI - Performance Comparison
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Returns By Period
In the year-to-date period, SDCI achieves a 29.05% return, which is significantly higher than UDI's 16.33% return.
SDCI
- 1D
- -1.80%
- 1M
- 8.06%
- 6M
- 23.88%
- YTD
- 29.05%
- 1Y
- 36.63%
- 3Y*
- 20.01%
- 5Y*
- 20.72%
- 10Y*
- —
- ALL TIME*
- 11.33%
UDI
- 1D
- -0.38%
- 1M
- 2.44%
- 6M
- 11.52%
- YTD
- 16.33%
- 1Y
- 27.24%
- 3Y*
- 17.36%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.73%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $6.30M | $7.22M | $7.46M | |
| $32.26K | $57.57K | $43.82K |
SDCI vs. UDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 29.05% | 17.60% | 17.91% | -0.88% | -7.55% |
UDI USCF ESG Dividend Income Fund | 16.33% | 14.23% | 17.07% | 6.35% | 3.14% |
Correlation
The correlation between SDCI and UDI is -0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.01 |
Correlation (3Y) Balances recent behavior with more history. | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2022 | 0.13 |
The correlation between SDCI and UDI shifts across timeframes, from -0.01 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
SDCI vs. UDI — Risk / Return Rank
SDCI
UDI
SDCI vs. UDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) and USCF ESG Dividend Income Fund (UDI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SDCI | UDI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.60 | ||
| Sortino ratioReturn per unit of downside risk | -1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.48 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 3.34 | 4.84 | -1.50 |
| Martin ratioReturn relative to average drawdown | 10.56 | 19.16 | -8.60 |
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Drawdowns
SDCI vs. UDI - Drawdown Comparison
The maximum SDCI drawdown since its inception was -45.79%, which is greater than UDI's maximum drawdown of -14.17%. Use the drawdown chart below to compare losses from any high point for SDCI and UDI.
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Drawdown Indicators
| SDCI | UDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.79% | -14.17% | -31.62% |
Max Drawdown (1Y)Largest decline over 1 year | -11.03% | -5.66% | -5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -11.96% | -14.17% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -18.55% | — | — |
Current DrawdownCurrent decline from peak | -3.30% | -1.46% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -11.46% | -3.00% | -8.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 1.43% | +2.05% |
Volatility
SDCI vs. UDI - Volatility Comparison
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) has a higher volatility of 5.71% compared to USCF ESG Dividend Income Fund (UDI) at 2.85%. This indicates that SDCI's price experiences larger fluctuations and is considered to be riskier than UDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDCI | UDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 2.85% | +2.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.97% | 7.37% | +6.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 10.07% | +7.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 13.93% | +4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 13.93% | +3.15% |
SDCI vs. UDI - Expense Ratio Comparison
SDCI has a 0.60% expense ratio, which is lower than UDI's 0.65% expense ratio.
Dividends
SDCI vs. UDI - Dividend Comparison
SDCI's dividend yield for the trailing twelve months is around 2.85%, more than UDI's 2.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 2.85% | 3.68% | 5.92% | 3.46% | 33.49% | 19.26% | 0.20% | 0.93% | 0.68% |
UDI USCF ESG Dividend Income Fund | 2.57% | 2.42% | 5.33% | 2.61% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SDCI and UDI have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SDCI has higher volatility (5.71%) compared to UDI (2.85%). In terms of maximum drawdown, SDCI dropped -45.79% vs UDI's -14.17%.
On 3-year performance, SDCI leads with 20.01% vs 17.36% for UDI. On fees, SDCI is cheaper at 0.60% per year. On volatility, UDI has been the lower-risk option at 2.85%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, SDCI has performed better with a 20.01% return vs 17.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
SDCI is cheaper with a 0.60% expense ratio, compared with 0.65% for UDI.
SDCI has the higher dividend yield at 2.85%, compared with 2.57% for UDI.
SDCI is categorized as Commodities, while UDI is Large Cap Value Equities. Their fees differ too: 0.60% for SDCI and 0.65% for UDI.
UDI currently has the higher Sharpe Ratio (2.72 vs 2.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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