SDCI vs. ZSB
SDCI (USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund) and ZSB (USCF Sustainable Battery Metals Strategy Fund) are both exchange-traded funds - SDCI is a Commodities fund tracking the SummerHaven Dynamic Commodity Index Total Return, while ZSB is a Lithium & Battery Metals fund tracking the S&P GSCI Electric Vehicle Meals Index. Both are passively managed. Over the past 3 years, SDCI returned 20.41%/yr vs 2.94%/yr for ZSB. At a 0.31 correlation, their price movements are largely independent. SDCI charges 0.60%/yr vs 0.59%/yr for ZSB.
Performance
SDCI vs. ZSB - Performance Comparison
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Returns By Period
In the year-to-date period, SDCI achieves a 20.29% return, which is significantly higher than ZSB's 7.61% return.
SDCI
- 1D
- -0.08%
- 1M
- -6.85%
- YTD
- 20.29%
- 6M
- 18.15%
- 1Y
- 22.52%
- 3Y*
- 20.41%
- 5Y*
- 19.43%
- 10Y*
- —
ZSB
- 1D
- -0.29%
- 1M
- -5.01%
- YTD
- 7.61%
- 6M
- 11.86%
- 1Y
- 69.71%
- 3Y*
- 2.94%
- 5Y*
- —
- 10Y*
- —
SDCI vs. ZSB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 20.29% | 17.60% | 17.91% | 3.05% |
ZSB USCF Sustainable Battery Metals Strategy Fund | 7.61% | 64.34% | -19.70% | -31.38% |
Correlation
The correlation between SDCI and ZSB is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (All Time) Calculated using the full available price history since Jan 11, 2023 | 0.31 |
The correlation between SDCI and ZSB shifts across timeframes, from 0.21 (1 year) to 0.31 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SDCI vs. ZSB — Risk / Return Rank
SDCI
ZSB
SDCI vs. ZSB - 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 Sustainable Battery Metals Strategy Fund (ZSB). 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 | ZSB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.24 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.48 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.37 | 4.18 | -1.81 |
| Martin ratioReturn relative to average drawdown | 7.98 | 11.24 | -3.26 |
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Drawdowns
SDCI vs. ZSB - Drawdown Comparison
The maximum SDCI drawdown since its inception was -45.79%, smaller than the maximum ZSB drawdown of -49.26%. Use the drawdown chart below to compare losses from any high point for SDCI and ZSB.
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Drawdown Indicators
| SDCI | ZSB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.79% | -49.26% | +3.47% |
Max Drawdown (1Y)Largest decline over 1 year | -9.53% | -16.75% | +7.22% |
Max Drawdown (3Y)Largest decline over 3 years | -11.96% | -43.22% | +31.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.55% | — | — |
Current DrawdownCurrent decline from peak | -9.53% | -9.27% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -30.61% | +19.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 6.22% | -3.29% |
Volatility
SDCI vs. ZSB - Volatility Comparison
The current volatility for USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) is 3.15%, while USCF Sustainable Battery Metals Strategy Fund (ZSB) has a volatility of 5.09%. This indicates that SDCI experiences smaller price fluctuations and is considered to be less risky than ZSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDCI | ZSB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 5.09% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.31% | 22.24% | -7.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 26.53% | -9.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.37% | 19.56% | -1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.06% | 19.56% | -2.50% |
SDCI vs. ZSB - Expense Ratio Comparison
SDCI has a 0.60% expense ratio, which is higher than ZSB's 0.59% expense ratio.
Dividends
SDCI vs. ZSB - Dividend Comparison
SDCI's dividend yield for the trailing twelve months is around 3.06%, more than ZSB's 0.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 3.06% | 3.68% | 5.92% | 3.46% | 33.49% | 19.26% | 0.20% | 0.93% | 0.68% |
ZSB USCF Sustainable Battery Metals Strategy Fund | 0.85% | 0.92% | 2.96% | 3.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SDCI and ZSB have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZSB has higher volatility (5.09%) compared to SDCI (3.15%). In terms of maximum drawdown, SDCI dropped -45.79% vs ZSB's -49.26%.
On 3-year performance, SDCI leads with 20.41% vs 2.94% for ZSB. On fees, ZSB is cheaper at 0.59% per year. On volatility, SDCI has been the lower-risk option at 3.15%. 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 20.41% return vs 2.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ZSB is cheaper with a 0.59% expense ratio, compared with 0.60% for SDCI.
SDCI has the higher dividend yield at 3.06%, compared with 0.85% for ZSB.
SDCI is categorized as Commodities, while ZSB is Lithium & Battery Metals. SDCI tracks SummerHaven Dynamic Commodity Index Total Return, while ZSB tracks S&P GSCI Electric Vehicle Meals Index. They also come from different issuers: USCF Investments and USCF. Their fees differ too: 0.60% for SDCI and 0.59% for ZSB.
ZSB currently has the higher Sharpe Ratio (2.65 vs 1.34), 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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