UDIV vs. FDIV
UDIV (Franklin U.S. Core Dividend Tilt Index ETF) and FDIV (MarketDesk Focused U.S. Dividend ETF) are both Dividend funds. UDIV is passively managed, while FDIV is actively managed. Over the past 10 years, UDIV returned 11.54%/yr vs -1.98%/yr for FDIV. Their 0.51 correlation means they have sometimes moved together and sometimes differently. UDIV charges 0.06%/yr vs 0.35%/yr for FDIV.
Performance
UDIV vs. FDIV - Performance Comparison
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Returns By Period
In the year-to-date period, UDIV achieves a 13.87% return, which is significantly higher than FDIV's 3.86% return. Over the past 10 years, UDIV has outperformed FDIV with an annualized return of 11.54%, while FDIV has yielded a comparatively lower -1.98% annualized return.
UDIV
- 1D
- 0.91%
- 1M
- 0.58%
- 6M
- 11.30%
- YTD
- 13.87%
- 1Y
- 25.58%
- 3Y*
- 21.43%
- 5Y*
- 13.98%
- 10Y*
- 11.54%
- ALL TIME*
- 11.74%
FDIV
- 1D
- -0.60%
- 1M
- -1.59%
- 6M
- -0.05%
- YTD
- 3.86%
- 1Y
- 10.75%
- 3Y*
- -11.15%
- 5Y*
- -7.91%
- 10Y*
- -1.98%
- ALL TIME*
- -1.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.95M | $1.06M | $524.89K | |
| $516.03K | $427.19K | $922.08K |
UDIV vs. FDIV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 13.87% | 19.00% | 25.61% | 25.21% | -15.00% | 19.66% | 5.54% | 24.60% | -8.83% | 17.44% |
FDIV MarketDesk Focused U.S. Dividend ETF | 3.86% | 2.95% | -37.35% | 6.78% | -9.97% | 10.20% | -2.84% | 15.78% | -5.04% | 6.19% |
Correlation
The correlation between UDIV and FDIV is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2016 | 0.51 |
The correlation between UDIV and FDIV shifts across timeframes, from 0.40 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
UDIV vs. FDIV — Risk / Return Rank
UDIV
FDIV
UDIV vs. FDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and MarketDesk Focused U.S. Dividend ETF (FDIV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UDIV | FDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.03 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.15 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.82 | 1.24 | +1.58 |
| Martin ratioReturn relative to average drawdown | 11.60 | 3.26 | +8.34 |
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Drawdowns
UDIV vs. FDIV - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, smaller than the maximum FDIV drawdown of -47.90%. Use the drawdown chart below to compare losses from any high point for UDIV and FDIV.
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Drawdown Indicators
| UDIV | FDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.21% | -47.90% | +12.69% |
Max Drawdown (1Y)Largest decline over 1 year | -8.44% | -8.01% | -0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -19.19% | -45.64% | +26.45% |
Max Drawdown (5Y)Largest decline over 5 years | -23.18% | -47.90% | +24.72% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -47.90% | +12.69% |
Current DrawdownCurrent decline from peak | -1.66% | -36.12% | +34.46% |
Average DrawdownAverage peak-to-trough decline | -4.60% | -11.48% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.04% | -0.99% |
Volatility
UDIV vs. FDIV - Volatility Comparison
The current volatility for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is 3.90%, while MarketDesk Focused U.S. Dividend ETF (FDIV) has a volatility of 4.23%. This indicates that UDIV experiences smaller price fluctuations and is considered to be less risky than FDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UDIV | FDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 4.23% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 10.26% | 9.35% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.02% | 12.46% | +0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.66% | 20.91% | -5.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.17% | 17.40% | -1.23% |
UDIV vs. FDIV - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than FDIV's 0.35% expense ratio.
Dividends
UDIV vs. FDIV - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.48%, less than FDIV's 2.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDIV MarketDesk Focused U.S. Dividend ETF | 2.38% | 2.95% | 4.12% | 4.63% | 3.81% | 3.79% | 4.17% | 3.93% | 5.13% | 3.81% | 3.84% | 4.13% |
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.48% | 1.53% | 2.05% | 1.91% | 3.20% | 2.97% | 2.90% | 3.40% | 3.74% | 3.47% | 1.63% | 0.00% |
Frequently Asked Questions
UDIV and FDIV have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FDIV has higher volatility (4.23%) compared to UDIV (3.90%). In terms of maximum drawdown, UDIV dropped -35.21% vs FDIV's -47.90%.
On 10-year performance, UDIV leads with 11.54% vs -1.98% for FDIV. On fees, UDIV is cheaper at 0.06% per year. On volatility, UDIV has been the lower-risk option at 3.90%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, UDIV has performed better with a 11.54% return vs -1.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
UDIV is cheaper with a 0.06% expense ratio, compared with 0.35% for FDIV.
FDIV has the higher dividend yield at 2.38%, compared with 1.48% for UDIV.
They also come from different issuers: Franklin Templeton and MarketDesk. Their fees differ too: 0.06% for UDIV and 0.35% for FDIV.
UDIV currently has the higher Sharpe Ratio (1.83 vs 0.80), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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