UDIV vs. SCHD
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Schwab US Dividend Equity ETF (SCHD).
UDIV and SCHD 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. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011. Both UDIV and SCHD 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 SCHD.
Correlation
The correlation between UDIV and SCHD is 0.80, 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. SCHD - Performance Comparison
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Key characteristics
UDIV:
0.59
SCHD:
0.08
UDIV:
0.98
SCHD:
0.32
UDIV:
1.15
SCHD:
1.04
UDIV:
0.62
SCHD:
0.15
UDIV:
2.47
SCHD:
0.49
UDIV:
4.82%
SCHD:
4.96%
UDIV:
19.26%
SCHD:
16.03%
UDIV:
-35.21%
SCHD:
-33.37%
UDIV:
-8.03%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, UDIV achieves a -3.33% return, which is significantly higher than SCHD's -4.97% return.
UDIV
-3.33%
7.84%
-5.07%
10.99%
15.07%
N/A
SCHD
-4.97%
3.04%
-9.89%
1.08%
12.64%
10.39%
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UDIV vs. SCHD - Expense Ratio Comparison
Both UDIV and SCHD have an expense ratio of 0.06%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
UDIV vs. SCHD — Risk-Adjusted Performance Rank
UDIV
SCHD
UDIV vs. SCHD - 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 Schwab US Dividend Equity ETF (SCHD). 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. SCHD - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 2.20%, less than SCHD's 4.04% 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% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
UDIV vs. SCHD - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for UDIV and SCHD. For additional features, visit the drawdowns tool.
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Volatility
UDIV vs. SCHD - Volatility Comparison
Franklin U.S. Core Dividend Tilt Index ETF (UDIV) has a higher volatility of 6.89% compared to Schwab US Dividend Equity ETF (SCHD) at 5.61%. This indicates that UDIV's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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