Screener
DIVY vs UDI
Sound Equity Income ETF vs USCF Dividend Income ETF
Key differences
Both DIVY and UDI are equity ETFs. DIVY charges 0.45% a year and UDI 0.65%. The main difference: DIVY costs 0.20% less per year.
- DIVY costs 0.20% less per year.
- DIVY is much larger than UDI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDI has delivered higher annualized returns.
Side-by-side comparison
| DIVY | UDI | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.65% |
| Fund size (AUM) | $28M | $4M |
| Since | 2020 | 2022 |
| Dividend yield | 3.10% | 2.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.5% | +22.4% |
| CAGR 3Y | +9.7% | +17.1% |
| CAGR 5Y | +6.1% | N/A |
| Sharpe 3Y | 0.46 | 1.03 |
| Volatility 1Y | 13.03% | 10.23% |
| Max drawdown | -18.23% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.