UDIV vs. NVDU
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Direxion Daily NVDA Bull 2X Shares ETF (NVDU).
UDIV and NVDU 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. NVDU is an actively managed fund by Direxion. It was launched on Sep 13, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UDIV or NVDU.
Correlation
The correlation between UDIV and NVDU is 0.65, 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. NVDU - Performance Comparison
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Key characteristics
UDIV:
0.59
NVDU:
0.06
UDIV:
0.98
NVDU:
0.90
UDIV:
1.15
NVDU:
1.11
UDIV:
0.62
NVDU:
0.05
UDIV:
2.47
NVDU:
0.10
UDIV:
4.82%
NVDU:
32.54%
UDIV:
19.26%
NVDU:
118.08%
UDIV:
-35.21%
NVDU:
-67.27%
UDIV:
-8.03%
NVDU:
-52.86%
Returns By Period
In the year-to-date period, UDIV achieves a -3.33% return, which is significantly higher than NVDU's -39.74% return.
UDIV
-3.33%
7.84%
-5.07%
10.99%
15.07%
N/A
NVDU
-39.74%
13.93%
-52.09%
5.07%
N/A
N/A
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UDIV vs. NVDU - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than NVDU's 1.04% expense ratio.
Risk-Adjusted Performance
UDIV vs. NVDU — Risk-Adjusted Performance Rank
UDIV
NVDU
UDIV vs. NVDU - 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 Direxion Daily NVDA Bull 2X Shares ETF (NVDU). 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. NVDU - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 2.20%, less than NVDU's 28.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
NVDU Direxion Daily NVDA Bull 2X Shares ETF | 28.43% | 16.85% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UDIV vs. NVDU - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, smaller than the maximum NVDU drawdown of -67.27%. Use the drawdown chart below to compare losses from any high point for UDIV and NVDU. For additional features, visit the drawdowns tool.
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Volatility
UDIV vs. NVDU - Volatility Comparison
The current volatility for Franklin U.S. Core Dividend Tilt Index ETF (UDIV) is 6.89%, while Direxion Daily NVDA Bull 2X Shares ETF (NVDU) has a volatility of 29.47%. This indicates that UDIV experiences smaller price fluctuations and is considered to be less risky than NVDU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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