UDIV vs. SPHD
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
UDIV and SPHD 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. SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012. Both UDIV and SPHD 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 SPHD.
Correlation
The correlation between UDIV and SPHD is 0.66, 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. SPHD - Performance Comparison
Key characteristics
UDIV:
2.16
SPHD:
2.24
UDIV:
2.89
SPHD:
3.10
UDIV:
1.39
SPHD:
1.41
UDIV:
3.29
SPHD:
2.77
UDIV:
13.63
SPHD:
8.67
UDIV:
1.97%
SPHD:
2.80%
UDIV:
12.42%
SPHD:
10.73%
UDIV:
-35.21%
SPHD:
-41.39%
UDIV:
0.00%
SPHD:
-3.96%
Returns By Period
In the year-to-date period, UDIV achieves a 4.86% return, which is significantly higher than SPHD's 2.59% return.
UDIV
4.86%
2.58%
10.96%
26.38%
12.19%
N/A
SPHD
2.59%
1.70%
3.79%
21.78%
7.07%
8.34%
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UDIV vs. SPHD - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is lower than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
UDIV vs. SPHD — Risk-Adjusted Performance Rank
UDIV
SPHD
UDIV vs. SPHD - 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 Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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. SPHD - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.96%, less than SPHD's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.01% | 3.41% | 4.48% | 3.89% | 3.46% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
UDIV vs. SPHD - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, smaller than the maximum SPHD drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for UDIV and SPHD. For additional features, visit the drawdowns tool.
Volatility
UDIV vs. SPHD - Volatility Comparison
Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) have volatilities of 3.09% and 3.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.