Screener
FDIV vs UDIV
MarketDesk Focused U.S. Dividend ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
Both FDIV and UDIV are equity ETFs. FDIV charges 0.35% a year and UDIV 0.06%. The main difference: FDIV follows a active selection strategy; UDIV uses index tracking.
- FDIV follows a active selection strategy; UDIV uses index tracking.
- UDIV costs 0.29% less per year.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDIV | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.06% |
| Fund size (AUM) | $70M | $134M |
| Since | 2023 | 2016 |
| Dividend yield | 2.86% | 1.40% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.8% | +30.7% |
| CAGR 3Y | N/A | +24.7% |
| CAGR 5Y | N/A | +13.8% |
| Sharpe 3Y | N/A | 1.32 |
| Volatility 1Y | 12.78% | 12.27% |
| Max drawdown | -18.60% | -35.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.