SDCI vs VOO
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SDCI delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SDCI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.03% | |
| AUM | $570M | $979.0B | |
| Dividend Yield | 3.09% | 1.09% | |
| Holdings | 23 | 509 | |
| YTD Return | +33.62% | +13.72% | |
| 1Y Return | +39.52% | +21.63% | |
| 3Y Return (annualized) | +22.21% | +21.55% | |
| 5Y Return (annualized) | +21.59% | +13.26% | |
| Volatility (annualized) | 16.6% | 14.1% | |
| Max Drawdown | -45.8% | -34.3% | |
| Fund Family | USCF Investments | Vanguard (US) | |
| Category | Commodity | Equity | |
| Inception | May 3, 2018 | Sep 7, 2010 |
SDCI vs VOO Performance
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) is a ETF from USCF Investments and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SDCI returned +39.52% while VOO returned +21.63%. Year to date, SDCI is up 33.62% versus a gain of 13.72% for VOO.
Over three years, SDCI compounded at +22.21% per year against +21.55% for VOO; over five years the annualized figures are +21.59% and +13.26% respectively. Across the full 8-year window we track, VOO has the edge at +13.56% annualized vs +11.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SDCI has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -45.8% for SDCI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDCI charges 0.60% per year while VOO charges 0.03%. On a $10,000 position that is $60 vs $3 annually, a gap of $57 per year that compounds over a long holding period. On income, SDCI currently yields 3.09% against 1.09% for VOO.
Holdings Overlap
SDCI and VOO share 0 holdings out of 508 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SDCI or VOO?
SDCI has an expense ratio of 0.60% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $57 per year of difference.
Which performed better, SDCI or VOO?
Over the past year SDCI returned +39.52% vs +21.63% for VOO, so SDCI leads on 1-year performance. Over the longest common window we track (8 years), SDCI annualized +11.80% vs +13.56% for VOO. Past performance does not guarantee future results.
Which is riskier, SDCI or VOO?
SDCI has been the more volatile fund at 16.6% annualized versus 14.1% for VOO. Worst drawdown: SDCI -45.8% vs VOO -34.3%.
Should I hold both SDCI and VOO?
SDCI and VOO have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDCI and VOO?
SDCI and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 508 unique securities.
Which pays a higher dividend, SDCI or VOO?
SDCI yields 3.09% while VOO yields 1.09%, so SDCI currently pays the higher dividend yield.
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