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DIVB vs UDIV

iShares Core Dividend ETF vs Franklin U.S. Core Dividend Tilt Index ETF

DIVB

iShares Core Dividend ETF

Annual cost

0.05%

Fund size

$1.4B

UDIV

Franklin U.S. Core Dividend Tilt Index ETF

Annual cost

0.06%

Fund size

$121M

Key differences

  • DIVB is significantly larger than UDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, UDIV has delivered higher annualized returns.

Side-by-side comparison

DIVBUDIV
Annual cost (TER)0.05%0.06%
Fund size (AUM)$1.4B$121M
Since20172016
Dividend yield2.34%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+29.9%+36.5%
CAGR 3Y+21.7%+25.4%
CAGR 5Y+12.3%+14.4%
Sharpe 3Y1.281.36
Volatility 1Y11.33%12.06%
Max drawdown-36.93%-35.21%

Similar to DIVB and UDIV