UDIV vs. VOO
Compare and contrast key facts about Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Vanguard S&P 500 ETF (VOO).
UDIV and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both UDIV and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
UDIV vs. VOO - Performance Comparison
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UDIV vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | -2.52% | 19.00% | 25.61% | 25.21% | -15.00% | 19.66% | 5.54% | 24.60% | -8.83% | 17.44% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, UDIV achieves a -2.52% return, which is significantly higher than VOO's -4.42% return.
UDIV
- 1D
- 2.84%
- 1M
- -4.47%
- YTD
- -2.52%
- 6M
- -0.60%
- 1Y
- 20.03%
- 3Y*
- 19.35%
- 5Y*
- 11.73%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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UDIV vs. VOO - Expense Ratio Comparison
UDIV has a 0.06% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
UDIV vs. VOO — Risk / Return Rank
UDIV
VOO
UDIV vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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.
| UDIV | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.98 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.50 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.53 | +0.07 |
Martin ratioReturn relative to average drawdown | 7.86 | 7.29 | +0.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UDIV | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.98 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.70 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.83 | -0.19 |
Correlation
The correlation between UDIV and VOO is 0.84, 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.
Dividends
UDIV vs. VOO - Dividend Comparison
UDIV's dividend yield for the trailing twelve months is around 1.66%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UDIV Franklin U.S. Core Dividend Tilt Index ETF | 1.66% | 1.53% | 2.05% | 1.91% | 3.20% | 2.97% | 2.90% | 3.40% | 3.74% | 3.47% | 1.63% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
UDIV vs. VOO - Drawdown Comparison
The maximum UDIV drawdown since its inception was -35.21%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UDIV and VOO.
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Drawdown Indicators
| UDIV | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.21% | -33.99% | -1.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.98% | -11.98% | -1.00% |
Max Drawdown (5Y)Largest decline over 5 years | -23.18% | -24.52% | +1.34% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -5.84% | -6.29% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -3.72% | -0.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.64% | 2.52% | +0.12% |
Volatility
UDIV vs. VOO - Volatility Comparison
Franklin U.S. Core Dividend Tilt Index ETF (UDIV) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.29% and 5.29%, 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.
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Volatility by Period
| UDIV | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.29% | 5.29% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 9.60% | 9.44% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.59% | 18.10% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.48% | 16.82% | -1.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 17.99% | -1.65% |