UDI vs. MFVL
UDI (USCF ESG Dividend Income Fund) and MFVL (Motley Fool Value Factor ETF) are both Large Cap Value Equities funds. Both are actively managed. Their 0.53 correlation means they have sometimes moved together and sometimes differently. UDI charges 0.65%/yr vs 0.50%/yr for MFVL.
Performance
UDI vs. MFVL - Performance Comparison
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Returns By Period
In the year-to-date period, UDI achieves a 16.78% return, which is significantly higher than MFVL's 6.37% return.
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%
MFVL
- 1D
- -0.04%
- 1M
- 4.63%
- 6M
- 5.12%
- YTD
- 6.37%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $67.62K | $51.56K | $91.97K | |
| $39.69K | $57.87K | $43.48K |
UDI vs. MFVL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UDI USCF ESG Dividend Income Fund | 16.78% | 1.99% |
MFVL Motley Fool Value Factor ETF | 6.37% | 1.22% |
Correlation
The correlation between UDI and MFVL is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 9, 2025 | 0.53 |
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Return for Risk
UDI vs. MFVL — Risk / Return Rank
UDI
MFVL
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UDI vs. MFVL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USCF ESG Dividend Income Fund (UDI) and Motley Fool Value Factor ETF (MFVL). 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 | MFVL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.46 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | — | — |
| Martin ratioReturn relative to average drawdown | 18.68 | — | — |
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Drawdowns
UDI vs. MFVL - Drawdown Comparison
The maximum UDI drawdown since its inception was -14.17%, which is greater than MFVL's maximum drawdown of -7.03%. Use the drawdown chart below to compare losses from any high point for UDI and MFVL.
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Drawdown Indicators
| UDI | MFVL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.17% | -7.03% | -7.14% |
Max Drawdown (1Y)Largest decline over 1 year | -5.66% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | — | — |
Current DrawdownCurrent decline from peak | -1.08% | -1.89% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -3.00% | -2.53% | -0.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | — | — |
Volatility
UDI vs. MFVL - Volatility Comparison
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Volatility by Period
| UDI | MFVL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.16% | 13.82% | -3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 13.82% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 13.82% | +0.11% |
UDI vs. MFVL - Expense Ratio Comparison
UDI has a 0.65% expense ratio, which is higher than MFVL's 0.50% expense ratio.
Dividends
UDI vs. MFVL - Dividend Comparison
UDI's dividend yield for the trailing twelve months is around 2.56%, while MFVL has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
MFVL Motley Fool Value Factor ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UDI USCF ESG Dividend Income Fund | 2.56% | 2.42% | 5.33% | 2.61% | 1.79% |
Frequently Asked Questions
UDI and MFVL have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MFVL is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MFVL is cheaper with a 0.50% expense ratio, compared with 0.65% for UDI.
UDI has the higher dividend yield at 2.56%, compared with 0.00% for MFVL.
They also come from different issuers: USCF and Motley Fool. Their fees differ too: 0.65% for UDI and 0.50% for MFVL.
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