UDIV vs. DIVI
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Franklin International Core Dividend Tilt Index ETF (DIVI).
UDIV and DIVI 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. DIVI is an actively managed fund by Franklin. It was launched on Jun 1, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDIV or DIVI.
Correlation
The correlation between UDIV and DIVI is 0.70, 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
UDIV vs. DIVI - Performance Comparison
Key characteristics
UDIV:
2.13
DIVI:
0.77
UDIV:
2.85
DIVI:
1.12
UDIV:
1.39
DIVI:
1.14
UDIV:
3.23
DIVI:
0.97
UDIV:
13.40
DIVI:
2.19
UDIV:
1.97%
DIVI:
4.59%
UDIV:
12.37%
DIVI:
13.12%
UDIV:
-35.21%
DIVI:
-27.76%
UDIV:
-0.25%
DIVI:
-1.89%
Returns By Period
In the year-to-date period, UDIV achieves a 4.85% return, which is significantly lower than DIVI's 8.73% return.
UDIV
4.85%
1.72%
11.59%
26.96%
12.33%
N/A
DIVI
8.73%
4.89%
1.76%
9.62%
7.84%
N/A
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UDIV vs. DIVI - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than DIVI's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
UDIV vs. DIVI — Risk-Adjusted Performance Rank
UDIV
DIVI
UDIV vs. DIVI - 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 Franklin International Core Dividend Tilt Index ETF (DIVI). 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.
Dividends
UDIV vs. DIVI - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.96%, less than DIVI's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.96% | 2.05% | 1.91% | 3.21% | 2.97% | 2.90% | 3.39% | 3.74% | 3.47% | 1.62% |
DIVI Franklin International Core Dividend Tilt Index ETF | 4.03% | 4.39% | 3.17% | 5.43% | 2.77% | 5.87% | 1.61% | 5.67% | 5.71% | 13.51% |
Drawdowns
UDIV vs. DIVI - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for UDIV and DIVI. For additional features, visit the drawdowns tool.
Volatility
UDIV vs. DIVI - Volatility Comparison
The current volatility for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is 2.89%, while Franklin International Core Dividend Tilt Index ETF (DIVI) has a volatility of 3.50%. This indicates that UDIV experiences smaller price fluctuations and is considered to be less risky than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.