Screener
TDVG vs UDI
T. Rowe Price Dividend Growth ETF vs USCF Dividend Income ETF
Key differences
Both TDVG and UDI are equity ETFs. TDVG charges 0.50% a year and UDI 0.65%. The main difference: TDVG costs 0.15% less per year.
- TDVG costs 0.15% less per year.
- TDVG 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
| TDVG | UDI | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.65% |
| Fund size (AUM) | $1.3B | $4M |
| Since | 2020 | 2022 |
| Dividend yield | 0.99% | 2.50% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.5% | +24.7% |
| CAGR 3Y | +16.0% | +17.3% |
| CAGR 5Y | +10.3% | N/A |
| Sharpe 3Y | 1.00 | 1.05 |
| Volatility 1Y | 9.86% | 10.29% |
| Max drawdown | -19.20% | -14.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.