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IDVZ vs UDIV
Polen International Dividend Income ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
- UDIV costs 0.69% less per year.
- IDVZ covers global markets; UDIV covers north america.
- IDVZ follows a active selection strategy; UDIV uses index tracking.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IDVZ | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.06% |
| Fund size (AUM) | $155M | $121M |
| Since | 2024 | 2016 |
| Dividend yield | 2.67% | 1.49% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.4% | +34.7% |
| CAGR 3Y | N/A | +25.5% |
| CAGR 5Y | N/A | +14.1% |
| Sharpe 3Y | N/A | 1.36 |
| Volatility 1Y | 11.89% | 12.07% |
| Max drawdown | -10.99% | -35.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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