SDCI vs VYM
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SDCI delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SDCI | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.04% | |
| AUM | $570M | $79.0B | |
| Dividend Yield | 3.09% | 2.86% | |
| Holdings | 23 | 568 | |
| YTD Return | +33.62% | +16.53% | |
| 1Y Return | +39.52% | +25.03% | |
| 3Y Return (annualized) | +22.21% | +18.54% | |
| 5Y Return (annualized) | +21.59% | +12.25% | |
| Volatility (annualized) | 16.6% | 14.6% | |
| Max Drawdown | -45.8% | -58.8% | |
| Fund Family | USCF Investments | Vanguard (US) | |
| Category | Commodity | Equity | |
| Inception | May 3, 2018 | Nov 10, 2006 |
SDCI vs VYM Performance
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund (SDCI) is a ETF from USCF Investments and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SDCI returned +39.52% while VYM returned +25.03%. Year to date, SDCI is up 33.62% versus a gain of 16.53% for VYM.
Over three years, SDCI compounded at +22.21% per year against +18.54% for VYM; over five years the annualized figures are +21.59% and +12.25% respectively. Across the full 8-year window we track, SDCI has the edge at +11.80% annualized vs +7.10%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.45. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
SDCI charges 0.60% per year while VYM charges 0.04%. On a $10,000 position that is $60 vs $4 annually, a gap of $56 per year that compounds over a long holding period. On income, SDCI currently yields 3.09% against 2.86% for VYM.
Holdings Overlap
SDCI and VYM share 0 holdings out of 561 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 VYM?
SDCI has an expense ratio of 0.60% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, SDCI or VYM?
Over the past year SDCI returned +39.52% vs +25.03% for VYM, so SDCI leads on 1-year performance. Over the longest common window we track (8 years), SDCI annualized +11.80% vs +7.10% for VYM. Past performance does not guarantee future results.
Which is riskier, SDCI or VYM?
SDCI has been the more volatile fund at 16.6% annualized versus 14.6% for VYM. Worst drawdown: SDCI -45.8% vs VYM -58.8%.
Should I hold both SDCI and VYM?
SDCI and VYM have a monthly-return correlation of 0.45, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SDCI and VYM?
SDCI and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 561 unique securities.
Which pays a higher dividend, SDCI or VYM?
SDCI yields 3.09% while VYM yields 2.86%, so SDCI currently pays the higher dividend yield.
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