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UDI vs. DHS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UDI vs. DHS

Last updated Jun 23, 2026

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 16.92%/yr vs 17.26%/yr for DHS. Their correlation of 0.88 suggests significant overlap in exposure. UDI charges 0.65%/yr vs 0.38%/yr for DHS.

Performance

UDI vs. DHS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USCF ESG Dividend Income Fund (UDI) and WisdomTree US High Dividend Fund (DHS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with UDI having a 11.29% return and DHS slightly higher at 11.70%.

UDI

1D
0.99%
1M
0.69%
YTD
11.29%
6M
10.89%
1Y
23.88%
3Y*
16.92%
5Y*
—
10Y*
—

DHS

1D
0.55%
1M
-0.98%
YTD
11.70%
6M
11.36%
1Y
21.93%
3Y*
17.26%
5Y*
11.67%
10Y*
9.64%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UDI vs. DHS - Yearly Performance Comparison

2026 (YTD)2025202420232022
UDI
USCF ESG Dividend Income Fund		11.29%14.23%17.07%6.35%3.14%
DHS
WisdomTree US High Dividend Fund		11.70%12.87%18.02%-0.19%-2.84%

Correlation

The correlation between UDI and DHS is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

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

28.3%
22.1%

Healthcare

16.6%
14.9%

Energy

11.4%
8.8%

Real Estate

10.2%
2.9%

Utilities

8.1%
8.7%

Technology

7.9%
4.1%

Communication Services

5.0%
9.0%

Basic Materials

4.1%
1.2%

Consumer Defensive

4.0%
18.5%

Industrials

2.5%
4.2%

Consumer Cyclical

2.1%
5.6%

Financial Services

UDI
28.3%
DHS
22.1%

Healthcare

UDI
16.6%
DHS
14.9%

Energy

UDI
11.4%
DHS
8.8%

Real Estate

UDI
10.2%
DHS
2.9%

Utilities

UDI
8.1%
DHS
8.7%

Technology

UDI
7.9%
DHS
4.1%

Communication Services

UDI
5.0%
DHS
9.0%

Basic Materials

UDI
4.1%
DHS
1.2%

Consumer Defensive

UDI
4.0%
DHS
18.5%

Industrials

UDI
2.5%
DHS
4.2%

Consumer Cyclical

UDI
2.1%
DHS
5.6%

Compare stocks, funds, or ETFs

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USCF ESG Dividend Income Fund

WisdomTree US High Dividend Fund

Often compared with UDI:
UDI vs. TMDVUDI vs. FDLUDI vs. GLDI.LUDI vs. ELCVUDI vs. CSTKUDI vs. SDCIUDI vs. DIVZ
Often compared with DHS:
DHS vs. SCHDDHS vs. SPHDDHS vs. DGRODHS vs. JEPIDHS vs. FDVVDHS vs. DTDDHS vs. SPY

Return for Risk

UDI vs. DHS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UDI
UDI Risk / Return Rank: 7878
Overall Rank
UDI Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
UDI Sortino Ratio Rank: 7878
Sortino Ratio Rank
UDI Omega Ratio Rank: 7171
Omega Ratio Rank
UDI Calmar Ratio Rank: 8383
Calmar Ratio Rank
UDI Martin Ratio Rank: 8282
Martin Ratio Rank
DHS
DHS Risk / Return Rank: 7070
Overall Rank
DHS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
DHS Sortino Ratio Rank: 7575
Sortino Ratio Rank
DHS Omega Ratio Rank: 6464
Omega Ratio Rank
DHS Calmar Ratio Rank: 7272
Calmar Ratio Rank
DHS Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.

UDIDHSDifference
Sharpe ratioReturn per unit of total volatility
2.34
2.17

+0.17

Sortino ratioReturn per unit of downside risk
3.33
3.21

+0.12

Omega ratioGain probability vs. loss probability

1.40

1.37

+0.03

Calmar ratioReturn relative to maximum drawdown

4.24

3.50

+0.74

Martin ratioReturn relative to average drawdown

16.04

12.69

+3.34

UDI vs. DHS - Sharpe Ratio Comparison

The current UDI Sharpe Ratio is 2.34, which is comparable to the DHS Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of UDI and DHS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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

UDIDHSDifference

Max Drawdown

Largest 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 Drawdown

Current decline from peak

-1.65%

-1.98%

+0.33%

Average Drawdown

Average peak-to-trough decline

-3.07%

-9.53%

+6.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.49%

1.73%

-0.24%

Volatility

UDI vs. DHS - Volatility Comparison

The current volatility for USCF ESG Dividend Income Fund (UDI) is 3.33%, while WisdomTree US High Dividend Fund (DHS) has a volatility of 3.56%. 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

UDIDHSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.33%

3.56%

-0.23%

Volatility (6M)

Calculated over the trailing 6-month period

7.17%

7.51%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

10.29%

10.19%

+0.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.02%

13.88%

+0.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.02%

16.10%

-2.08%

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 2.45%, less than DHS's 3.30% yield.

PositionTTM20252024202320222021202020192018201720162015
DHS
WisdomTree US High Dividend Fund		3.30%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		2.45%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 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DHS has higher volatility (3.56%) compared to UDI (3.33%). In terms of maximum drawdown, UDI dropped -14.17% vs DHS's -67.25%.

On 3-year performance, DHS leads with 17.26% vs 16.92% for UDI. On fees, DHS is cheaper at 0.38% per year. On volatility, UDI has been the lower-risk option at 3.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, DHS has performed better with a 17.26% return vs 16.92%. 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 3.30%, compared with 2.45% for UDI.

They also come from different issuers: USCF Advisers and WisdomTree. Their fees differ too: 0.65% for UDI and 0.38% for DHS.

UDI currently has the higher Sharpe Ratio (2.34 vs 2.17), 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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