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TDVG vs UDIV
T. Rowe Price Dividend Growth ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
- UDIV costs 0.44% less per year.
- TDVG is significantly larger than UDIV — larger funds tend to be more liquid and less likely to close.
- TDVG follows a active selection strategy; UDIV uses index tracking.
- Over the last 3 years, UDIV has delivered higher annualized returns.
Side-by-side comparison
| TDVG | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.50% | 0.06% |
| Fund size (AUM) | $1.3B | $121M |
| Since | 2020 | 2016 |
| Dividend yield | 1.00% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +18.1% | +34.7% |
| CAGR 3Y | +15.5% | +25.5% |
| CAGR 5Y | +10.1% | +14.1% |
| Sharpe 3Y | 0.97 | 1.36 |
| Volatility 1Y | 9.81% | 12.07% |
| Max drawdown | -19.20% | -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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