DDIV vs. UDIV
Compare and contrast key facts about First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) and Franklin U.S. Core Dividend Tilt Index ETF (UDIV).
DDIV and UDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DDIV is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright Momentum Plus Dividend Yield Index. It was launched on Mar 10, 2014. UDIV is a passively managed fund by Franklin Templeton that tracks the performance of the Linked Morningstar US Dividend Enhanced Select Index. It was launched on Jun 1, 2016. Both DDIV and UDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DDIV vs. UDIV - Performance Comparison
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DDIV vs. UDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DDIV First Trust Dorsey Wright Momentum & Dividend ETF | -2.41% | 12.23% | 27.18% | 9.95% | -12.44% | 39.96% | -3.59% | 32.40% | -16.50% | 11.31% |
UDIV Franklin U.S. Core Dividend Tilt Index ETF | -2.52% | 19.00% | 25.61% | 25.21% | -15.00% | 19.66% | 5.54% | 24.60% | -8.83% | 17.44% |
Returns By Period
The year-to-date returns for both stocks are quite close, with DDIV having a -2.41% return and UDIV slightly lower at -2.52%.
DDIV
- 1D
- 3.23%
- 1M
- -5.19%
- YTD
- -2.41%
- 6M
- 1.54%
- 1Y
- 9.00%
- 3Y*
- 16.13%
- 5Y*
- 9.44%
- 10Y*
- 8.89%
UDIV
- 1D
- 2.84%
- 1M
- -4.47%
- YTD
- -2.52%
- 6M
- -0.60%
- 1Y
- 20.03%
- 3Y*
- 19.35%
- 5Y*
- 11.73%
- 10Y*
- —
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DDIV vs. UDIV - Expense Ratio Comparison
DDIV has a 0.60% expense ratio, which is higher than UDIV's 0.06% expense ratio.
Return for Risk
DDIV vs. UDIV — Risk / Return Rank
DDIV
UDIV
DDIV vs. UDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) and Franklin U.S. Core Dividend Tilt Index ETF (UDIV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DDIV | UDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 1.08 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.62 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.25 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.66 | 1.60 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.42 | 7.86 | -5.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DDIV | UDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 1.08 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.76 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.64 | -0.21 |
Correlation
The correlation between DDIV and UDIV is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DDIV vs. UDIV - Dividend Comparison
DDIV's dividend yield for the trailing twelve months is around 1.77%, more than UDIV's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DDIV First Trust Dorsey Wright Momentum & Dividend ETF | 1.77% | 1.94% | 2.22% | 3.18% | 3.60% | 2.43% | 2.63% | 2.93% | 3.27% | 0.00% | 0.00% |
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.66% | 1.53% | 2.05% | 1.91% | 3.20% | 2.97% | 2.90% | 3.40% | 3.74% | 3.47% | 1.63% |
Drawdowns
DDIV vs. UDIV - Drawdown Comparison
The maximum DDIV drawdown since its inception was -47.56%, which is greater than UDIV's maximum drawdown of -35.21%. Use the drawdown chart below to compare losses from any high point for DDIV and UDIV.
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Drawdown Indicators
| DDIV | UDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.56% | -35.21% | -12.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -12.98% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -21.10% | -23.18% | +2.08% |
Max Drawdown (10Y)Largest decline over 10 years | -47.56% | — | — |
Current DrawdownCurrent decline from peak | -8.44% | -5.84% | -2.60% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -4.71% | -1.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.64% | +1.45% |
Volatility
DDIV vs. UDIV - Volatility Comparison
First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) has a higher volatility of 6.19% compared to Franklin U.S. Core Dividend Tilt Index ETF (UDIV) at 5.29%. This indicates that DDIV's price experiences larger fluctuations and is considered to be riskier than UDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DDIV | UDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.19% | 5.29% | +0.90% |
Volatility (6M)Calculated over the trailing 6-month period | 11.99% | 9.60% | +2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.58% | 18.59% | +0.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.80% | 15.48% | +3.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 16.34% | +3.55% |