UDI vs. DHS
UDI (USCF ESG Dividend Income Fund) and DHS (WisdomTree US High Dividend Fund) are both Large Cap Value Equities funds. UDI is actively managed, while DHS is passively managed. Over the past 3 years, UDI returned 17.02%/yr vs 16.49%/yr for DHS. Their correlation of 0.88 means they have usually moved in the same direction. UDI charges 0.65%/yr vs 0.38%/yr for DHS.
Performance
UDI vs. DHS - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with UDI having a 16.78% return and DHS slightly lower at 16.66%.
UDI
- 1D
- 0.09%
- 1M
- 2.84%
- 6M
- 12.51%
- YTD
- 16.78%
- 1Y
- 27.73%
- 3Y*
- 17.02%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 13.87%
DHS
- 1D
- -0.37%
- 1M
- 1.58%
- 6M
- 9.76%
- YTD
- 16.66%
- 1Y
- 25.21%
- 3Y*
- 16.49%
- 5Y*
- 12.26%
- 10Y*
- 9.68%
- ALL TIME*
- 8.24%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.32M | $3.61M | $2.98M | |
| $39.69K | $57.87K | $43.48K |
UDI vs. DHS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
UDI USCF ESG Dividend Income Fund | 16.78% | 14.23% | 17.07% | 6.35% | 3.14% |
DHS WisdomTree US High Dividend Fund | 16.66% | 12.87% | 18.02% | -0.19% | -2.84% |
Correlation
The correlation between UDI and DHS is 0.87, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.87 |
Correlation (3Y) Balances recent behavior with more history. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 8, 2022 | 0.88 |
The correlation between UDI and DHS has been stable across timeframes, ranging from 0.87 to 0.88 - a consistent structural relationship.
UDI vs. DHS - Sectors Allocation Comparison
Sectors
UDI
DHS
Financial Services
Healthcare
Real Estate
Utilities
Energy
Industrials
Technology
Communication Services
Consumer Cyclical
Consumer Defensive
Basic Materials
Financial Services
UDI
DHS
Healthcare
UDI
DHS
Real Estate
UDI
DHS
Utilities
UDI
DHS
Energy
UDI
DHS
Industrials
UDI
DHS
Technology
UDI
DHS
Communication Services
UDI
DHS
Consumer Cyclical
UDI
DHS
Consumer Defensive
UDI
DHS
Basic Materials
UDI
DHS
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Return for Risk
UDI vs. DHS — Risk / Return Rank
UDI
DHS
UDI vs. DHS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USCF ESG Dividend Income Fund (UDI) and WisdomTree US High Dividend Fund (DHS). 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.
| UDI | DHS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.42 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 3.97 | +0.74 |
| Martin ratioReturn relative to average drawdown | 18.68 | 14.58 | +4.10 |
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Drawdowns
UDI vs. DHS - Drawdown Comparison
The maximum UDI drawdown since its inception was -14.17%, smaller than the maximum DHS drawdown of -67.25%. Use the drawdown chart below to compare losses from any high point for UDI and DHS.
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Drawdown Indicators
| UDI | DHS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.17% | -67.25% | +53.08% |
Max Drawdown (1Y)Largest decline over 1 year | -5.66% | -6.30% | +0.64% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -11.87% | -2.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.28% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.35% | — |
Current DrawdownCurrent decline from peak | -1.08% | -2.23% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -3.00% | -9.48% | +6.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 1.71% | -0.29% |
Volatility
UDI vs. DHS - Volatility Comparison
The current volatility for USCF ESG Dividend Income Fund (UDI) is 3.13%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 3.88%. This indicates that UDI experiences smaller price fluctuations and is considered to be less risky than DHS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDI | DHS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 3.88% | -0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 7.92% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.16% | 10.43% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 13.91% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 16.09% | -2.16% |
UDI vs. DHS - Expense Ratio Comparison
UDI has a 0.65% expense ratio, which is higher than DHS's 0.38% expense ratio.
Dividends
UDI vs. DHS - Dividend Comparison
UDI's dividend yield for the trailing twelve months is around 2.56%, less than DHS's 3.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHS WisdomTree US High Dividend Fund | 3.19% | 3.32% | 3.66% | 4.31% | 3.42% | 3.29% | 4.14% | 3.69% | 3.76% | 3.00% | 3.25% | 3.53% |
UDI USCF ESG Dividend Income Fund | 2.56% | 2.42% | 5.33% | 2.61% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UDI and DHS have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DHS has higher volatility (3.88%) compared to UDI (3.13%). In terms of maximum drawdown, UDI dropped -14.17% vs DHS's -67.25%.
On 3-year performance, UDI leads with 17.02% vs 16.49% for DHS. On fees, DHS is cheaper at 0.38% per year. On volatility, UDI has been the lower-risk option at 3.13%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, UDI has performed better with a 17.02% return vs 16.49%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
DHS is cheaper with a 0.38% expense ratio, compared with 0.65% for UDI.
DHS has the higher dividend yield at 3.19%, compared with 2.56% for UDI.
They also come from different issuers: USCF and WisdomTree. Their fees differ too: 0.65% for UDI and 0.38% for DHS.
UDI currently has the higher Sharpe Ratio (2.64 vs 2.41), 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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