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USOI vs. VDC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USOI vs. VDC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) and Vanguard Consumer Staples ETF (VDC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USOI achieves a 47.45% return, which is significantly higher than VDC's 5.63% return.


USOI

1D
-2.04%
1M
0.59%
YTD
47.45%
6M
44.00%
1Y
46.39%
3Y*
5Y*
10Y*

VDC

1D
-0.12%
1M
-3.86%
YTD
5.63%
6M
4.76%
1Y
1.70%
3Y*
7.53%
5Y*
6.03%
10Y*
7.57%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USOI vs. VDC - Yearly Performance Comparison


2026 (YTD)20252024
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
47.45%-8.78%6.94%
VDC
Vanguard Consumer Staples ETF
5.63%2.17%4.62%

Correlation

The correlation between USOI and VDC is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.09

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2024

-0.08

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Return for Risk

USOI vs. VDC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USOI
USOI Risk / Return Rank: 6262
Overall Rank
USOI Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
USOI Sortino Ratio Rank: 5858
Sortino Ratio Rank
USOI Omega Ratio Rank: 5757
Omega Ratio Rank
USOI Calmar Ratio Rank: 7878
Calmar Ratio Rank
USOI Martin Ratio Rank: 5454
Martin Ratio Rank

VDC
VDC Risk / Return Rank: 1111
Overall Rank
VDC Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
VDC Sortino Ratio Rank: 1111
Sortino Ratio Rank
VDC Omega Ratio Rank: 1010
Omega Ratio Rank
VDC Calmar Ratio Rank: 1111
Calmar Ratio Rank
VDC Martin Ratio Rank: 1111
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.

USOI vs. VDC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) and Vanguard Consumer Staples ETF (VDC). 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.


USOIVDCDifference
Sharpe ratioReturn per unit of total volatility

+1.94

Sortino ratioReturn per unit of downside risk

+2.40

Omega ratioGain probability vs. loss probability

1.35

1.03

+0.31

Calmar ratioReturn relative to maximum drawdown

3.92

0.18

+3.73

Martin ratioReturn relative to average drawdown

9.08

0.38

+8.70

USOI vs. VDC - Sharpe Ratio Comparison

The current USOI Sharpe Ratio is 2.08, which is higher than the VDC Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of USOI and VDC, 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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Sharpe Ratios by Period


USOIVDCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.08

0.14

+1.94

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

0.66

+0.22

Drawdowns

USOI vs. VDC - Drawdown Comparison

The maximum USOI drawdown since its inception was -19.49%, smaller than the maximum VDC drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for USOI and VDC.


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Drawdown Indicators


USOIVDCDifference

Max Drawdown

Largest peak-to-trough decline

-19.49%

-34.24%

+14.75%

Max Drawdown (1Y)

Largest decline over 1 year

-11.90%

-9.28%

-2.62%

Max Drawdown (3Y)

Largest decline over 3 years

-11.78%

Max Drawdown (5Y)

Largest decline over 5 years

-16.55%

Max Drawdown (10Y)

Largest decline over 10 years

-25.31%

Current Drawdown

Current decline from peak

-5.06%

-8.62%

+3.56%

Average Drawdown

Average peak-to-trough decline

-7.20%

-3.73%

-3.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.13%

4.49%

+0.64%

Volatility

USOI vs. VDC - Volatility Comparison

Credit Suisse X-Links Crude Oil Shares Covered Call ETN (USOI) has a higher volatility of 10.37% compared to Vanguard Consumer Staples ETF (VDC) at 4.04%. This indicates that USOI's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USOIVDCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.37%

4.04%

+6.33%

Volatility (6M)

Calculated over the trailing 6-month period

18.34%

9.74%

+8.60%

Volatility (1Y)

Calculated over the trailing 1-year period

22.46%

12.36%

+10.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.61%

13.13%

+9.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

22.61%

14.64%

+7.97%

USOI vs. VDC - Expense Ratio Comparison

USOI has a 0.85% expense ratio, which is higher than VDC's 0.09% expense ratio.


Dividends

USOI vs. VDC - Dividend Comparison

USOI's dividend yield for the trailing twelve months is around 37.65%, more than VDC's 2.17% yield.


PositionTTM20252024202320222021202020192018201720162015
USOI
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
37.65%27.21%12.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VDC
Vanguard Consumer Staples ETF
2.17%2.26%2.33%2.65%2.37%2.14%2.50%2.44%2.78%2.52%2.39%2.55%

Frequently Asked Questions


USOI and VDC have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

USOI has higher volatility (10.37%) compared to VDC (4.04%). In terms of maximum drawdown, USOI dropped -19.49% vs VDC's -34.24%.

On 1-year performance, USOI leads with 46.39% vs 1.70% for VDC. On fees, VDC is cheaper at 0.09% per year. On volatility, VDC has been the lower-risk option at 4.04%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, USOI has performed better with a 46.39% return vs 1.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VDC is cheaper with a 0.09% expense ratio, compared with 0.85% for USOI.

USOI has the higher dividend yield at 37.65%, compared with 2.17% for VDC.

USOI is categorized as Commodities, while VDC is Consumer Staples Equities. USOI tracks Credit Suisse NASDAQ WTI Crude Oil FLOWS 106 Index, while VDC tracks MSCI US Investable Market Consumer Staples 25/50 Index. They also come from different issuers: Credit Suisse and Vanguard. Their fees differ too: 0.85% for USOI and 0.09% for VDC.

USOI currently has the higher Sharpe Ratio (2.08 vs 0.14), 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.

Portfolio Optimizer

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