USPX vs. DIVI
Compare and contrast key facts about Franklin U.S. Equity Index ETF (USPX) and Franklin International Core Dividend Tilt Index ETF (DIVI).
USPX and DIVI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. USPX is a passively managed fund by Franklin Templeton that tracks the performance of the Morningstar US Target Market Exposure Index. It was launched on Jun 1, 2016. DIVI is an actively managed fund by Franklin Templeton. It was launched on Jun 1, 2016.
Performance
USPX vs. DIVI - Performance Comparison
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USPX vs. DIVI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USPX Franklin U.S. Equity Index ETF | -3.95% | 17.78% | 24.97% | 27.07% | -18.88% | 19.53% | 9.72% | 26.60% | -7.78% | 23.80% |
DIVI Franklin International Core Dividend Tilt Index ETF | 4.03% | 34.86% | 1.77% | 18.97% | -1.21% | 16.95% | 1.29% | 22.98% | -6.73% | 13.65% |
Returns By Period
In the year-to-date period, USPX achieves a -3.95% return, which is significantly lower than DIVI's 4.03% return.
USPX
- 1D
- 0.69%
- 1M
- -4.30%
- YTD
- -3.95%
- 6M
- -1.97%
- 1Y
- 17.94%
- 3Y*
- 18.60%
- 5Y*
- 10.45%
- 10Y*
- —
DIVI
- 1D
- 1.36%
- 1M
- -4.01%
- YTD
- 4.03%
- 6M
- 9.23%
- 1Y
- 28.73%
- 3Y*
- 16.35%
- 5Y*
- 12.96%
- 10Y*
- —
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USPX vs. DIVI - Expense Ratio Comparison
USPX has a 0.03% expense ratio, which is lower than DIVI's 0.09% expense ratio. Despite the difference, 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
USPX vs. DIVI — Risk / Return Rank
USPX
DIVI
USPX vs. DIVI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Equity Index ETF (USPX) and Franklin International Core Dividend Tilt Index ETF (DIVI). 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.
| USPX | DIVI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.67 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.28 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.33 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 2.55 | -1.08 |
Martin ratioReturn relative to average drawdown | 6.97 | 10.14 | -3.18 |
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
| USPX | DIVI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.67 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.87 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.64 | +0.08 |
Correlation
The correlation between USPX and DIVI is 0.71, 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
USPX vs. DIVI - Dividend Comparison
USPX's dividend yield for the trailing twelve months is around 1.19%, less than DIVI's 3.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
USPX Franklin U.S. Equity Index ETF | 1.19% | 1.07% | 1.23% | 1.35% | 2.21% | 2.40% | 2.51% | 3.07% | 2.91% | 2.60% | 4.89% |
DIVI Franklin International Core Dividend Tilt Index ETF | 3.76% | 3.76% | 4.39% | 3.17% | 6.03% | 2.77% | 8.04% | 1.61% | 5.67% | 5.22% | 11.56% |
Drawdowns
USPX vs. DIVI - Drawdown Comparison
The maximum USPX drawdown since its inception was -31.21%, which is greater than DIVI's maximum drawdown of -27.76%. Use the drawdown chart below to compare losses from any high point for USPX and DIVI.
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Drawdown Indicators
| USPX | DIVI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.21% | -27.76% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -12.48% | -11.39% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -18.53% | -6.07% |
Current DrawdownCurrent decline from peak | -5.81% | -6.04% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -4.51% | -3.66% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 2.86% | -0.23% |
Volatility
USPX vs. DIVI - Volatility Comparison
The current volatility for Franklin U.S. Equity Index ETF (USPX) is 5.37%, while Franklin International Core Dividend Tilt Index ETF (DIVI) has a volatility of 7.12%. This indicates that USPX experiences smaller price fluctuations and is considered to be less risky than DIVI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USPX | DIVI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 7.12% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 10.79% | -1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.75% | 17.27% | +1.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 15.03% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 16.42% | -0.44% |