UDIV vs. DDIV
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and First Trust Dorsey Wright Momentum & Dividend ETF (DDIV).
UDIV and DDIV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both UDIV and DDIV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDIV or DDIV.
Correlation
The correlation between UDIV and DDIV is 0.74, 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.
Performance
UDIV vs. DDIV - Performance Comparison
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Key characteristics
UDIV:
0.59
DDIV:
0.57
UDIV:
0.98
DDIV:
0.97
UDIV:
1.15
DDIV:
1.14
UDIV:
0.62
DDIV:
0.70
UDIV:
2.47
DDIV:
2.47
UDIV:
4.82%
DDIV:
5.35%
UDIV:
19.26%
DDIV:
20.94%
UDIV:
-35.21%
DDIV:
-47.55%
UDIV:
-8.03%
DDIV:
-9.49%
Returns By Period
In the year-to-date period, UDIV achieves a -3.33% return, which is significantly lower than DDIV's -2.45% return.
UDIV
-3.33%
7.84%
-5.07%
10.99%
15.07%
N/A
DDIV
-2.45%
7.32%
-6.41%
11.44%
17.26%
8.56%
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UDIV vs. DDIV - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than DDIV's 0.60% expense ratio.
Risk-Adjusted Performance
UDIV vs. DDIV — Risk-Adjusted Performance Rank
UDIV
DDIV
UDIV vs. DDIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and First Trust Dorsey Wright Momentum & Dividend ETF (DDIV). 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
UDIV vs. DDIV - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 2.20%, less than DDIV's 2.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 2.20% | 2.05% | 1.91% | 3.21% | 2.97% | 2.90% | 3.39% | 3.74% | 3.47% | 1.62% | 0.00% | 0.00% |
DDIV First Trust Dorsey Wright Momentum & Dividend ETF | 2.41% | 2.22% | 3.18% | 3.60% | 2.43% | 2.63% | 2.93% | 3.27% | 2.35% | 2.45% | 2.61% | 2.15% |
Drawdowns
UDIV vs. DDIV - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, smaller than the maximum DDIV drawdown of -47.55%. Use the drawdown chart below to compare losses from any high point for UDIV and DDIV. For additional features, visit the drawdowns tool.
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Volatility
UDIV vs. DDIV - Volatility Comparison
Franklin U.S. Core Dividend Tilt Index ETF (UDIV) has a higher volatility of 6.89% compared to First Trust Dorsey Wright Momentum & Dividend ETF (DDIV) at 6.10%. This indicates that UDIV's price experiences larger fluctuations and is considered to be riskier than DDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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