SPXD vs UDI
Comparison between XTRACKERS S&P 500 DIVERSIFIED SECTOR WEIGHT ETF (SPXD, ETF) and USCF DIVIDEND INCOME FUND (UDI, ETF).
SPXD vs UDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXD
$6.60M
Winner
UDI
$6.80M
Expense Ratio
Winner
SPXD
0.09%
UDI
0.65%
Max Drawdown
Winner
SPXD
7.85%
UDI
16.92%
Sharpe Ratio
SPXD
1.16
Winner
UDI
1.79
5Y Beta
SPXD
0.68
Winner
UDI
0.57
P/E Ratio
SPXD
22.84
Winner
UDI
17.45
Forward P/E
SPXD
17.54
Winner
UDI
14.44
PEG Ratio
SPXD
0.62
Winner
UDI
0.50
5Y EPS CAGR
Winner
SPXD
11.07%
UDI
8.97%
Debt to Equity
Winner
SPXD
27.94%
UDI
60.89%
P/S Ratio
Winner
SPXD
1.51
UDI
2.31
P/B Ratio
SPXD
3.01
Winner
UDI
2.49
SPXD vs UDI - Holdings Comparison
SPXD and UDI have 25 common holdings. Overlap is 4.31%
SPXD's top 25 holdings weight is 25.24%. UDI's top 25 holdings weight is 73.37%.
| Rank | SPXD | UDI |
|---|---|---|
| #1 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 3.60% | JOHNSON & JOHNSON (JNJ) - 4.21% |
| #2 | JABIL INC (JBL) - 2.04% | STATE STREET CORP (STT) - 4.19% |
| #3 | ABBOTT LABORATORIES (ABT) - 1.38% | CONOCOPHILLIPS (COP) - 4.12% |
| #4 | PROCTER & GAMBLE CO (PG) - 1.30% | ABBVIE INC (ABBV) - 3.80% |
| #5 | COSTCO WHOLESALE CORP (COST) - 1.26% | GSK PLC ADR (GSK) - 3.78% |
| #6 | THE WALT DISNEY CO (DIS) - 1.15% | EAST WEST BANCORP INC (EWBC) - 3.38% |
| #7 | CVS HEALTH CORP (CVS) - 1.11% | LAMAR ADVERTISING CO CLASS A (LAMR) - 3.23% |
| #8 | WALMART INC (WMT) - 1.10% | PHILLIPS 66 (PSX) - 3.21% |
| #9 | APPLE INC (AAPL) - 1.10% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 3.03% |
| #10 | SYSCO CORP (SYY) - 0.93% | VERIZON COMMUNICATIONS INC (VZ) - 3.01% |
| #11 | PHILLIPS 66 (PSX) - 0.92% | OLD REPUBLIC INTERNATIONAL CORP (ORI) - 2.93% |
| #12 | INTEL CORP (INTC) - 0.87% | CISCO SYSTEMS INC (CSCO) - 2.89% |
| #13 | MICROSOFT CORP (MSFT) - 0.86% | EXELON CORP (EXC) - 2.85% |
| #14 | CIENA CORP (CIEN) - 0.85% | CME GROUP INC CLASS A (CME) - 2.70% |
| #15 | AMERICAN WATER WORKS CO INC (AWK) - 0.84% | CITIGROUP INC (C) - 2.59% |
| #16 | UNITEDHEALTH GROUP INC (UNH) - 0.83% | MEDTRONIC PLC (MDT) - 2.54% |
| #17 | REGENERON PHARMACEUTICALS INC (REGN) - 0.81% | TEXAS INSTRUMENTS INC (TXN) - 2.41% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.79% | BANK OF AMERICA CORP (BAC) - 2.39% |
| #19 | QUALCOMM INC (QCOM) - 0.74% | HOST HOTELS & RESORTS INC (HST) - 2.38% |
| #20 | AMAZON.COM INC (AMZN) - 0.72% | SNAP-ON INC (SNA) - 2.35% |
| #21 | n/a (n/a) - 0.41% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.32% |
| #22 | LENNAR CORP CLASS A (LEN) - 0.41% | ENTERGY CORP (ETR) - 2.30% |
| #23 | ARCHER-DANIELS-MIDLAND CO (ADM) - 0.41% | PAYCHEX INC (PAYX) - 2.28% |
| #24 | KIMBERLY-CLARK CORP (KMB) - 0.41% | GILEAD SCIENCES INC (GILD) - 2.25% |
| #25 | METLIFE INC (MET) - 0.40% | BANK OF NEW YORK MELLON CORP (BNY) - 2.23% |
| Total Holdings | 465 | 40 |
SPXD vs UDI - Historical Returns
Returns include dividend reinvestment.
1M
SPXD
+2.07%
Winner
UDI
+2.18%
3M
Winner
SPXD
+3.66%
UDI
+3.14%
6M
SPXD
+9.18%
Winner
UDI
+12.54%
1Y
SPXD
+14.39%
Winner
UDI
+23.88%
Max(CAGR)
Winner
SPXD
+16.81%
UDI
+13.13%
SPXD vs UDI - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | SPXD | UDI |
|---|---|---|
| 2026 | +8.37% | +10.65% |
| 2025 | +5.02% | +14.53% |
| 2024 | N/A | +16.39% |
| 2023 | N/A | +6.09% |
| 2022 | N/A | +3.81% |
SPXD vs UDI Drawdown Comparison
The maximum drawdown for SPXD was -7.52%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for UDI was -14.16%, occurring on Apr 8, 2025. Recovery took 84 trading sessions.
The current SPXD drawdown is -1.05%. The current UDI drawdown is -0.14%.
| Rank | SPXD | UDI |
|---|---|---|
| #1 | -7.52% Feb 27, 2026 - May 6, 2026 | -14.16% Feb 28, 2025 - Jul 1, 2025 |
| #2 | -4.35% Oct 27, 2025 - Nov 28, 2025 | -14.09% Aug 16, 2022 - Nov 21, 2022 |
| #3 | -3.09% Oct 3, 2025 - Oct 24, 2025 | -12.81% Feb 7, 2023 - Dec 14, 2023 |
| #4 | -2.69% Jul 25, 2025 - Aug 13, 2025 | -8.71% Jun 8, 2022 - Aug 10, 2022 |
| #5 | -1.66% Jan 15, 2026 - Feb 3, 2026 | -6.78% Nov 29, 2024 - Feb 19, 2025 |
| #6 | -1.35% Dec 11, 2025 - Dec 24, 2025 | -6.11% Mar 28, 2024 - May 15, 2024 |
| #7 | -1.26% May 6, 2026 - May 22, 2026 | -5.66% Mar 2, 2026 - Apr 30, 2026 |
| #8 | -1.23% Aug 28, 2025 - Sep 11, 2025 | -5.22% Jul 30, 2024 - Aug 23, 2024 |
| #9 | -1.13% Feb 11, 2026 - Feb 18, 2026 | -4.11% Dec 1, 2022 - Jan 12, 2023 |
| #10 | -1.06% Jan 6, 2026 - Jan 9, 2026 | -3.81% May 17, 2024 - Jul 15, 2024 |
| #11 | -1.05% Jun 4, 2026 - Jun 5, 2026 | -3.33% Jan 13, 2023 - Jan 31, 2023 |
| #12 | -0.99% Dec 24, 2025 - Jan 5, 2026 | -3.25% Jul 23, 2025 - Aug 20, 2025 |
| #13 | -0.91% Sep 23, 2025 - Sep 29, 2025 | -3.19% Nov 6, 2024 - Nov 25, 2024 |
| #14 | -0.83% Nov 28, 2025 - Dec 10, 2025 | -3.19% Sep 30, 2025 - Nov 12, 2025 |
| #15 | -0.79% Feb 20, 2026 - Feb 26, 2026 | -2.57% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between SPXD and UDI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
SPXD vs UDI dividend yield comparison.
| Year | SPXD | UDI |
|---|---|---|
| 2026 | 0.32% | 1.38% |
| 2025 | 0.76% | 2.42% |
| 2024 | 0.00% | 5.33% |
| 2023 | 0.00% | 2.61% |
| 2022 | 0.00% | 1.79% |
Select Stocks to Compare
Popular: SPXD vs SPYUDI vs SPY
More Comparisons
Compare with similar stocks