SHRY vs. UDIV
Compare and contrast key facts about First Trust Bloomberg Shareholder Yield ETF (SHRY) and Franklin U.S. Core Dividend Tilt Index ETF (UDIV).
SHRY and UDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. SHRY is a passively managed fund by First Trust that tracks the performance of the Bloomberg Shareholder Yield Index - Benchmark TR Gross. It was launched on Jun 20, 2017. 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 SHRY 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
SHRY vs. UDIV - Performance Comparison
Loading graphics...
SHRY vs. UDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRY First Trust Bloomberg Shareholder Yield ETF | 3.97% | 7.29% | 17.27% | 17.47% | -14.21% | 30.50% | 11.86% | 30.69% | -9.35% | 10.12% |
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% | 6.64% |
Returns By Period
In the year-to-date period, SHRY achieves a 3.97% return, which is significantly higher than UDIV's -2.52% return.
SHRY
- 1D
- 0.52%
- 1M
- -3.51%
- YTD
- 3.97%
- 6M
- 2.16%
- 1Y
- 9.02%
- 3Y*
- 13.82%
- 5Y*
- 8.96%
- 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.
SHRY vs. UDIV - Expense Ratio Comparison
SHRY has a 0.60% expense ratio, which is higher than UDIV's 0.06% expense ratio.
Return for Risk
SHRY vs. UDIV — Risk / Return Rank
SHRY
UDIV
SHRY vs. UDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Bloomberg Shareholder Yield ETF (SHRY) 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.
| SHRY | UDIV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.08 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.92 | 1.62 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.25 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.60 | -0.72 |
Martin ratioReturn relative to average drawdown | 3.49 | 7.86 | -4.37 |
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
| SHRY | UDIV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.08 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.76 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.64 | -0.03 |
Correlation
The correlation between SHRY and UDIV is 0.76, 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
SHRY vs. UDIV - Dividend Comparison
SHRY's dividend yield for the trailing twelve months is around 1.70%, more than UDIV's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHRY First Trust Bloomberg Shareholder Yield ETF | 1.70% | 1.73% | 1.76% | 1.49% | 1.52% | 0.98% | 1.65% | 1.54% | 1.89% | 0.55% | 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
SHRY vs. UDIV - Drawdown Comparison
The maximum SHRY drawdown since its inception was -36.67%, roughly equal to the maximum UDIV drawdown of -35.21%. Use the drawdown chart below to compare losses from any high point for SHRY and UDIV.
Loading graphics...
Drawdown Indicators
| SHRY | UDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.67% | -35.21% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -12.98% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -23.94% | -23.18% | -0.76% |
Current DrawdownCurrent decline from peak | -3.98% | -5.84% | +1.86% |
Average DrawdownAverage peak-to-trough decline | -5.08% | -4.71% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.99% | 2.64% | +0.35% |
Volatility
SHRY vs. UDIV - Volatility Comparison
The current volatility for First Trust Bloomberg Shareholder Yield ETF (SHRY) is 2.93%, while Franklin U.S. Core Dividend Tilt Index ETF (UDIV) has a volatility of 5.29%. This indicates that SHRY experiences smaller price fluctuations and is considered to be less risky than UDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SHRY | UDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 5.29% | -2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 9.60% | -1.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.69% | 18.59% | -2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 15.48% | +0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 16.34% | +1.97% |