Screener
UDI vs DIVY
USCF Dividend Income ETF vs Sound Equity Income ETF
Key differences
Both UDI and DIVY are equity ETFs. UDI charges 0.65% a year and DIVY 0.45%. The main difference: DIVY costs 0.20% less per year.
- DIVY costs 0.20% less per year.
- DIVY 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
| UDI | DIVY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.45% |
| Fund size (AUM) | $4M | $28M |
| Since | 2022 | 2020 |
| Dividend yield | 2.50% | 3.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.7% | +19.4% |
| CAGR 3Y | +17.3% | +9.4% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | 1.05 | 0.44 |
| Volatility 1Y | 10.29% | 13.06% |
| Max drawdown | -14.17% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.