SDCI vs VGM

Comparison between USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND (SDCI, ETF) and Invesco Trust for Investment Grade Municipals (VGM, ETF).

5-Year PerformanceSDCI has outperformed VGM, delivering a return of +19.4% compared to -0.7%

SDCI vs VGM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SDCI(ETF)	VGM(ETF)
Net Assets	$562M	$561M
Expense Ratio	0.60%	N/A
Max Drawdown	46.62%	56.97%
Sharpe Ratio	1.73	0.90
5Y Beta	0.18	0.21
5Y Dividends CAGR	98.15%	4.04%

Net Assets

Winner

SDCI

$562M

VGM

$561M

Expense Ratio

SDCI

0.60%

VGM

N/A

Max Drawdown

Winner

SDCI

46.62%

VGM

56.97%

Sharpe Ratio

Winner

SDCI

1.73

VGM

0.90

5Y Beta

Winner

SDCI

0.18

VGM

0.21

5Y Dividends CAGR

Winner

SDCI

98.15%

VGM

4.04%

SDCI vs VGM - Historical Returns

Returns include dividend reinvestment.

Period	SDCI	VGM
1 month	-4.13%	-2.20%
3 months	+9.90%	-1.45%
6 months	+21.98%	+0.59%
1 year	+35.10%	+13.27%
5 years(CAGR)	+19.41%	-0.67%
10 years(CAGR)	+11.13%	+1.98%
Max(CAGR)	+11.13%	+5.22%

SDCI

-4.13%

Winner

VGM

-2.20%

Winner

SDCI

+9.90%

VGM

-1.45%

Winner

SDCI

+21.98%

VGM

+0.59%

Winner

SDCI

+35.10%

VGM

+13.27%

5Y(CAGR)

Winner

SDCI

+19.41%

VGM

-0.67%

10Y(CAGR)

Winner

SDCI

+11.13%

VGM

+1.98%

Max(CAGR)

Winner

SDCI

+11.13%

VGM

+5.22%

SDCI vs VGM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SDCI	VGM
2026	+25.02%	-0.61%
2025	+16.34%	+10.26%
2024	+17.85%	+9.33%
2023	+2.16%	+4.12%
2022	+32.32%	-24.02%
2021	+35.49%	+11.38%
2020	-11.15%	+7.57%
2019	-2.06%	+15.89%
2018	-13.91%	-7.78%
2017	N/A	+9.59%
2016	N/A	+0.84%
2015	N/A	+6.74%
2014	N/A	+16.53%
2013	N/A	-16.11%
2012	N/A	+9.31%
2011	N/A	+21.70%
2010	N/A	+3.53%
2009	N/A	+55.64%
2008	N/A	-32.30%
2007	N/A	-6.33%
2006	N/A	+11.93%
2005	N/A	+4.42%
2004	N/A	+1.63%
2003	N/A	+7.57%
2002	N/A	+16.03%
2001	N/A	+8.58%
2000	N/A	+10.93%
1999	N/A	-6.34%

SDCI vs VGM Drawdown Comparison

The maximum drawdown for SDCI was -45.79%, occurring on Mar 18, 2020. Recovery took 857 trading sessions.

The maximum drawdown for VGM was -49.32%, occurring on Dec 16, 2008. Recovery took 581 trading sessions.

The current SDCI drawdown is -5.67%. The current VGM drawdown is -6.87%.

Rank	SDCI	VGM
#1	-45.79% May 22, 2018 - Oct 15, 2021	-49.32% May 16, 2007 - Sep 3, 2009
#2	-18.55% Jun 9, 2022 - Apr 3, 2024	-36.59% Sep 22, 2021 - Oct 25, 2023
#3	-17.79% Mar 8, 2022 - Jun 3, 2022	-24.75% Feb 11, 2020 - Nov 30, 2020
#4	-11.96% Apr 2, 2025 - Jun 13, 2025	-23.11% Jan 25, 2013 - Feb 2, 2015
#5	-10.47% Oct 20, 2021 - Jan 11, 2022	-17.26% Nov 5, 2010 - Sep 7, 2011
#6	-9.04% Jan 29, 2026 - Mar 5, 2026	-15.75% Mar 11, 2004 - Aug 25, 2005
#7	-8.21% Apr 19, 2024 - Oct 7, 2024	-15.16% Jul 8, 2016 - Jun 28, 2019
#8	-5.67% May 12, 2026 - Jun 5, 2026	-12.53% Nov 5, 1999 - Aug 21, 2000
#9	-5.11% Feb 19, 2025 - Apr 1, 2025	-10.76% Oct 6, 2009 - Mar 8, 2010
#10	-4.71% Jun 18, 2025 - Aug 25, 2025	-10.20% Jun 16, 2003 - Jan 14, 2004
#11	-3.76% Nov 11, 2025 - Jan 12, 2026	-9.87% Sep 30, 2002 - Apr 10, 2003
#12	-3.39% Sep 16, 2025 - Oct 23, 2025	-7.48% Feb 2, 2015 - Nov 23, 2015
#13	-3.39% Mar 20, 2026 - Mar 27, 2026	-7.01% Nov 13, 2001 - Jan 18, 2002
#14	-3.23% Oct 7, 2024 - Nov 7, 2024	-6.40% Sep 27, 2012 - Jan 25, 2013
#15	-2.50% Apr 6, 2026 - Apr 22, 2026	-6.33% Aug 21, 2000 - Dec 28, 2000

Correlation

Correlation between SDCI and VGM is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20

-101

Dividend Comparison (2000 - 2026)

SDCI vs VGM dividend yield comparison.

Year	SDCI	VGM
2026	0.00%	3.22%
2025	3.68%	7.48%
2024	5.92%	6.35%
2023	3.46%	4.42%
2022	33.49%	5.67%
2021	19.26%	4.65%
2020	0.20%	4.65%
2019	0.93%	4.82%
2018	0.68%	5.97%
2017	0.00%	5.79%
2016	0.00%	6.50%
2015	0.00%	6.62%
2014	0.00%	6.64%
2013	0.00%	7.68%
2012	0.00%	6.91%
2011	0.00%	7.05%
2010	0.00%	7.91%
2009	0.00%	6.61%
2008	0.00%	9.50%
2007	0.00%	5.80%
2006	0.00%	5.33%
2005	0.00%	7.95%
2004	0.00%	6.67%
2003	0.00%	7.36%
2002	0.00%	8.71%
2001	0.00%	7.55%
2000	0.00%	2.67%