IVV vs SDCI
iShares Core S&P 500 ETF vs USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
Which is better, IVV or SDCI?
Large Cap Blend against Commodities.
IVV has a lower expense ratio. IVV led over the full window, SDCI over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | IVV | SDCI |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.60% |
| AUM | $876.4B | $683M |
| Dividend Yield | 1.06% | 2.67% |
| Holdings | 508 | 39 |
| YTD Return | +14.14% | +41.99%Best |
| 1Y Return | +17.30% | +42.92%Best |
| 3Y Return (annualized) | +23.04% | +23.27%Best |
| 5Y Return (annualized) | +13.63% | +23.25%Best |
| Volatility (annualized) | 16.6%Tie | 16.6%Tie |
| Max Drawdown | -33.9%Best | -45.8% |
| $10,000 over 5 years | $18,944 | $28,440Best |
| Fund Family | iShares by BlackRock (US) | USCF Investments |
| Category | Equity | Commodity |
| Style | Large Cap Blend | Commodities |
| Inception | May 15, 2000 | May 3, 2018 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 3, 2018 to Sep 22, 2026 (8.4 years).
IVV vs SDCI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 8.4 years both funds cover.
IVV vs SDCI Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) is an ETF from USCF Investments. Over the past year IVV returned +17.30% while SDCI returned +42.92%. Year to date, IVV is up 14.14% versus a gain of 41.99% for SDCI.
Over three years, IVV compounded at +23.04% per year against +23.27% for SDCI; over five years the annualized figures are +13.63% and +23.25% respectively. Across the full 8-year window we track, IVV has the edge at +14.79% annualized vs +12.45%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV and SDCI have been equally volatile, both at 16.6% annualized.
The deepest peak-to-trough decline in our data was -33.9% for IVV and -45.8% for SDCI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.32. They move together some of the time, and apart the rest.
Fees and Cost Over Time
IVV charges 0.03% per year while SDCI charges 0.60%. On a $10,000 position that is $3 vs $60 annually, a gap of $57 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 2.67% for SDCI.
You are not choosing between two funds in isolation.
Whichever of IVV and SDCI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, IVV or SDCI?
IVV has an expense ratio of 0.03% while SDCI charges 0.60%. IVV is the cheaper option, by $57 a year on a $10,000 investment.
Which performed better, IVV or SDCI?
Over the past year IVV returned +17.30% vs +42.92% for SDCI, so SDCI leads on 1-year performance. Over the longest common window we track (8 years), IVV annualized +14.79% vs +12.45% for SDCI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SDCI?
IVV and SDCI have been equally volatile, both at 16.6% annualized. Worst drawdown: IVV -33.9% vs SDCI -45.8%.
Should I hold both IVV and SDCI?
IVV and SDCI have a monthly-return correlation of 0.32, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, IVV or SDCI?
IVV yields 1.06% while SDCI yields 2.67%, so SDCI currently pays the higher dividend yield.
Is SDCI better than IVV?
IVV has a lower expense ratio. IVV led over the full window, SDCI over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.