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FDIV vs UDI

MarketDesk Focused U.S. Dividend ETF vs USCF Dividend Income ETF

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

UDI

USCF Dividend Income ETF

Annual cost

0.65%

Fund size

$4M

Key differences

Both FDIV and UDI are equity ETFs. FDIV charges 0.35% a year and UDI 0.65%. The main difference: FDIV costs 0.30% less per year.

  • FDIV costs 0.30% less per year.
  • FDIV is much larger than UDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

FDIVUDI
Annual cost (TER)0.35%0.65%
Fund size (AUM)$70M$4M
Since20232022
Dividend yield2.86%2.50%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+10.2%+24.7%
CAGR 3YN/A+17.3%
CAGR 5YN/AN/A
Sharpe 3YN/A1.05
Volatility 1Y12.84%10.29%
Max drawdown-18.60%-14.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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