UDI vs. SDCI
UDI (USCF ESG Dividend Income Fund) and SDCI (USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund) are both exchange-traded funds - UDI is a Large Cap Value Equities fund actively managed by USCF, while SDCI is a Commodities fund tracking the SummerHaven Dynamic Commodity Index Total Return. UDI is actively managed, while SDCI is passively managed. Over the past 3 years, UDI returned 17.02%/yr vs 20.52%/yr for SDCI. Their 0.13 correlation means their historical movements had little consistent relationship. UDI charges 0.65%/yr vs 0.60%/yr for SDCI.
Performance
UDI vs. SDCI - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UDI achieves a 16.78% return, which is significantly lower than SDCI's 31.41% 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%
SDCI
- 1D
- 0.63%
- 1M
- 10.03%
- 6M
- 20.73%
- YTD
- 31.41%
- 1Y
- 39.13%
- 3Y*
- 20.52%
- 5Y*
- 20.86%
- 10Y*
- —
- ALL TIME*
- 11.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.69M | $7.12M | $7.50M | |
| $39.69K | $57.87K | $43.48K |
UDI vs. SDCI - 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% |
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 31.41% | 17.60% | 17.91% | -0.88% | -7.55% |
Correlation
The correlation between UDI and SDCI 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 UDI and SDCI shifts across timeframes, from -0.01 (1 year) to 0.13 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UDI vs. SDCI — Risk / Return Rank
UDI
SDCI
UDI vs. SDCI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USCF ESG Dividend Income Fund (UDI) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI). 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 | SDCI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.52 | ||
| Sortino ratioReturn per unit of downside risk | +1.04 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.36 | +0.11 |
| Calmar ratioReturn relative to maximum drawdown | 4.71 | 3.33 | +1.38 |
| Martin ratioReturn relative to average drawdown | 18.68 | 10.55 | +8.13 |
Loading charts...
Drawdowns
UDI vs. SDCI - Drawdown Comparison
The maximum UDI drawdown since its inception was -14.17%, smaller than the maximum SDCI drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for UDI and SDCI.
Loading charts...
Drawdown Indicators
| UDI | SDCI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.17% | -45.79% | +31.62% |
Max Drawdown (1Y)Largest decline over 1 year | -5.66% | -11.03% | +5.37% |
Max Drawdown (3Y)Largest decline over 3 years | -14.17% | -11.96% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.55% | — |
Current DrawdownCurrent decline from peak | -1.08% | -1.53% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -3.00% | -11.47% | +8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 3.48% | -2.06% |
Volatility
UDI vs. SDCI - Volatility Comparison
The current volatility for USCF ESG Dividend Income Fund (UDI) is 3.13%, while USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) has a volatility of 5.28%. This indicates that UDI experiences smaller price fluctuations and is considered to be less risky than SDCI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UDI | SDCI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.13% | 5.28% | -2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 7.37% | 14.48% | -7.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.16% | 17.36% | -7.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.93% | 18.44% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.93% | 17.07% | -3.14% |
UDI vs. SDCI - Expense Ratio Comparison
UDI has a 0.65% expense ratio, which is higher than SDCI's 0.60% expense ratio.
Dividends
UDI vs. SDCI - Dividend Comparison
UDI's dividend yield for the trailing twelve months is around 2.56%, less than SDCI's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund | 2.80% | 3.68% | 5.92% | 3.46% | 33.49% | 19.26% | 0.20% | 0.93% | 0.68% |
UDI USCF ESG Dividend Income Fund | 2.56% | 2.42% | 5.33% | 2.61% | 1.79% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UDI and SDCI 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 (5.28%) compared to UDI (3.13%). In terms of maximum drawdown, UDI dropped -14.17% vs SDCI's -45.79%.
On 3-year performance, SDCI leads with 20.52% vs 17.02% for UDI. On fees, SDCI is cheaper at 0.60% 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, SDCI has performed better with a 20.52% return vs 17.02%. 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 2.80%, compared with 2.56% for UDI.
UDI is categorized as Large Cap Value Equities, while SDCI is Commodities. Their fees differ too: 0.65% for UDI and 0.60% for SDCI.
UDI currently has the higher Sharpe Ratio (2.64 vs 2.12), 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.
Find the right allocation for UDI and SDCI
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer