Screener
DIVS vs UDIV
Guinness Atkinson Dividend Builder ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
Both DIVS and UDIV are equity ETFs. DIVS charges 0.45% a year and UDIV 0.06%. The main difference: DIVS follows a active selection strategy; UDIV uses index tracking.
- DIVS follows a active selection strategy; UDIV uses index tracking.
- DIVS covers global markets; UDIV covers North America.
- UDIV costs 0.39% less per year.
- UDIV is much larger than DIVS. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDIV has delivered higher annualized returns.
Side-by-side comparison
| DIVS | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.06% |
| Fund size (AUM) | $38M | $134M |
| Since | 2012 | 2016 |
| Dividend yield | 1.74% | 1.40% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +9.1% | +30.7% |
| CAGR 3Y | +13.1% | +24.7% |
| CAGR 5Y | +9.0% | +13.8% |
| Sharpe 3Y | 0.83 | 1.32 |
| Volatility 1Y | 10.55% | 12.27% |
| Max drawdown | -29.55% | -35.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.