DIVI vs. UDIV
Compare and contrast key facts about Franklin International Core Dividend Tilt Index ETF (DIVI) and Franklin U.S. Core Dividend Tilt Index ETF (UDIV).
DIVI and UDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVI is an actively managed fund by Franklin Templeton. It was launched on Jun 1, 2016. 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.
Performance
DIVI vs. UDIV - Performance Comparison
Loading graphics...
DIVI vs. UDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIVI Franklin International Core Dividend Tilt Index ETF | 2.64% | 34.86% | 1.77% | 18.97% | -1.21% | 16.95% | 1.29% | 22.98% | -6.73% | 13.65% |
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
In the year-to-date period, DIVI achieves a 2.64% return, which is significantly higher than UDIV's -2.52% return.
DIVI
- 1D
- 3.00%
- 1M
- -7.06%
- YTD
- 2.64%
- 6M
- 8.63%
- 1Y
- 27.28%
- 3Y*
- 15.82%
- 5Y*
- 12.65%
- 10Y*
- —
UDIV
- 1D
- 2.84%
- 1M
- -4.47%
- YTD
- -2.52%
- 6M
- -0.60%
- 1Y
- 20.03%
- 3Y*
- 19.35%
- 5Y*
- 11.73%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIVI vs. UDIV - Expense Ratio Comparison
DIVI has a 0.09% expense ratio, which is higher than UDIV's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
DIVI vs. UDIV — Risk / Return Rank
DIVI
UDIV
DIVI vs. UDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin International Core Dividend Tilt Index ETF (DIVI) 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.
| DIVI | UDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.08 | +0.51 |
Sortino ratioReturn per unit of downside risk | 2.18 | 1.62 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 1.60 | +0.71 |
Martin ratioReturn relative to average drawdown | 9.28 | 7.86 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DIVI | UDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.08 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.85 | 0.76 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.64 | -0.01 |
Correlation
The correlation between DIVI and UDIV is 0.70, 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
DIVI vs. UDIV - Dividend Comparison
DIVI's dividend yield for the trailing twelve months is around 3.81%, more than UDIV's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DIVI Franklin International Core Dividend Tilt Index ETF | 3.81% | 3.76% | 4.39% | 3.17% | 6.03% | 2.77% | 8.04% | 1.61% | 5.67% | 5.22% | 11.56% |
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
DIVI vs. UDIV - Drawdown Comparison
The maximum DIVI drawdown since its inception was -27.76%, smaller than the maximum UDIV drawdown of -35.21%. Use the drawdown chart below to compare losses from any high point for DIVI and UDIV.
Loading graphics...
Drawdown Indicators
| DIVI | UDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.76% | -35.21% | +7.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.39% | -12.98% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -23.18% | +4.65% |
Current DrawdownCurrent decline from peak | -7.30% | -5.84% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -3.66% | -4.71% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.64% | +0.19% |
Volatility
DIVI vs. UDIV - Volatility Comparison
Franklin International Core Dividend Tilt Index ETF (DIVI) has a higher volatility of 7.53% compared to Franklin U.S. Core Dividend Tilt Index ETF (UDIV) at 5.29%. This indicates that DIVI'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.
Loading graphics...
Volatility by Period
| DIVI | UDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.53% | 5.29% | +2.24% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 9.60% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.24% | 18.59% | -1.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.02% | 15.48% | -0.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.42% | 16.34% | +0.08% |