Screener
UDI vs DGRO
USCF Dividend Income ETF vs iShares Core Dividend Growth ETF
Key differences
Both UDI and DGRO are equity ETFs. UDI charges 0.65% a year and DGRO 0.08%. The main difference: UDI follows a active selection strategy; DGRO uses index tracking.
- UDI follows a active selection strategy; DGRO uses index tracking.
- DGRO costs 0.57% less per year.
- DGRO is much larger than UDI. Larger funds are usually more liquid and less likely to close.
- DGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDI | DGRO | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.08% |
| Fund size (AUM) | $4M | $40.5B |
| Since | 2022 | 2014 |
| Dividend yield | 2.50% | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.7% | +23.0% |
| CAGR 3Y | +17.3% | +17.3% |
| CAGR 5Y | N/A | +10.8% |
| Sharpe 3Y | 1.05 | 1.11 |
| Volatility 1Y | 10.29% | 9.59% |
| Max drawdown | -14.17% | -35.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.