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ECML vs UDI

Euclidean Fundamental Value ETF vs USCF Dividend Income ETF

ECML

Euclidean Fundamental Value ETF

Annual cost

0.95%

Fund size

$131M

UDI

USCF Dividend Income ETF

Annual cost

0.65%

Fund size

$4M

Key differences

Both ECML and UDI are equity ETFs. ECML charges 0.95% a year and UDI 0.65%. The main difference: UDI costs 0.30% less per year.

  • UDI costs 0.30% less per year.
  • ECML is much larger than UDI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UDI has delivered higher annualized returns.

Side-by-side comparison

ECMLUDI
Annual cost (TER)0.95%0.65%
Fund size (AUM)$131M$4M
Since20232022
Dividend yield1.22%2.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.0%+22.4%
CAGR 3Y+16.1%+17.1%
CAGR 5YN/AN/A
Sharpe 3Y0.711.03
Volatility 1Y14.64%10.23%
Max drawdown-24.66%-14.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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