TMDV vs. UDI
Compare and contrast key facts about ProShares Russell U.S. Dividend Growers ETF (TMDV) and USCF ESG Dividend Income Fund (UDI).
TMDV and UDI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TMDV is a passively managed fund by ProShares that tracks the performance of the Russell 3000 Dividend Elite Index. It was launched on Nov 5, 2019. UDI is an actively managed fund by USCF Advisers. It was launched on Jun 8, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TMDV or UDI.
Correlation
The correlation between TMDV and UDI is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TMDV vs. UDI - Performance Comparison
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Key characteristics
TMDV:
0.15
UDI:
0.78
TMDV:
0.38
UDI:
1.19
TMDV:
1.05
UDI:
1.16
TMDV:
0.18
UDI:
0.89
TMDV:
0.51
UDI:
3.38
TMDV:
5.61%
UDI:
3.75%
TMDV:
15.41%
UDI:
16.07%
TMDV:
-33.42%
UDI:
-14.17%
TMDV:
-5.99%
UDI:
-2.72%
Returns By Period
In the year-to-date period, TMDV achieves a 2.59% return, which is significantly lower than UDI's 2.85% return.
TMDV
2.59%
5.07%
-3.09%
2.37%
4.51%
9.31%
N/A
UDI
2.85%
7.80%
0.97%
12.47%
N/A
N/A
N/A
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TMDV vs. UDI - Expense Ratio Comparison
TMDV has a 0.35% expense ratio, which is lower than UDI's 0.65% expense ratio.
Risk-Adjusted Performance
TMDV vs. UDI — Risk-Adjusted Performance Rank
TMDV
UDI
TMDV vs. UDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Russell U.S. Dividend Growers ETF (TMDV) and USCF ESG Dividend Income Fund (UDI). 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.
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Dividends
TMDV vs. UDI - Dividend Comparison
TMDV's dividend yield for the trailing twelve months is around 2.77%, less than UDI's 5.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TMDV ProShares Russell U.S. Dividend Growers ETF | 2.77% | 2.70% | 2.45% | 2.46% | 2.14% | 2.28% | 0.16% |
UDI USCF ESG Dividend Income Fund | 5.60% | 5.33% | 2.61% | 1.80% | 0.00% | 0.00% | 0.00% |
Drawdowns
TMDV vs. UDI - Drawdown Comparison
The maximum TMDV drawdown since its inception was -33.42%, which is greater than UDI's maximum drawdown of -14.17%. Use the drawdown chart below to compare losses from any high point for TMDV and UDI. For additional features, visit the drawdowns tool.
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Volatility
TMDV vs. UDI - Volatility Comparison
The current volatility for ProShares Russell U.S. Dividend Growers ETF (TMDV) is 4.19%, while USCF ESG Dividend Income Fund (UDI) has a volatility of 4.70%. This indicates that TMDV experiences smaller price fluctuations and is considered to be less risky than UDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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