Screener
NDIV vs UDIV
Amplify Energy & Natural Resources Covered Call ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
NDIV is an alternative ETF, while UDIV is an equity ETF. NDIV charges 0.59% a year and UDIV 0.06%.
- NDIV is an alternative fund, while UDIV is an equity fund. They carry different risk/return profiles.
- NDIV follows a option income strategy; UDIV uses index tracking.
- UDIV costs 0.53% less per year.
- UDIV is much larger than NDIV. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UDIV has delivered higher annualized returns.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NDIV | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.59% | 0.06% |
| Fund size (AUM) | $29M | $134M |
| Since | 2022 | 2016 |
| Dividend yield | 6.62% | 1.40% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +34.3% | +31.6% |
| CAGR 3Y | +19.9% | +24.5% |
| CAGR 5Y | N/A | +13.8% |
| Sharpe 3Y | 0.86 | 1.30 |
| Volatility 1Y | 20.13% | 12.25% |
| Max drawdown | -19.73% | -35.21% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.