Screener
UDI vs DVY
USCF Dividend Income ETF vs iShares Select Dividend ETF
Key differences
Both UDI and DVY are equity ETFs. UDI charges 0.65% a year and DVY 0.38%. The main difference: UDI follows a active selection strategy; DVY uses index tracking.
- UDI follows a active selection strategy; DVY uses index tracking.
- DVY costs 0.27% less per year.
- DVY 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.
- DVY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDI | DVY | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.38% |
| Fund size (AUM) | $4M | $22.5B |
| Since | 2022 | 2003 |
| Dividend yield | 2.50% | 3.39% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.7% | +24.6% |
| CAGR 3Y | +17.3% | +15.9% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | 1.05 | 0.88 |
| Volatility 1Y | 10.29% | 11.16% |
| Max drawdown | -14.17% | -41.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.