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UDI vs FDIV

USCF Dividend Income ETF vs MarketDesk Focused U.S. Dividend ETF

UDI

USCF Dividend Income ETF

Annual cost

0.65%

Fund size

$4M

FDIV

MarketDesk Focused U.S. Dividend ETF

Annual cost

0.35%

Fund size

$70M

Key differences

Both UDI and FDIV are equity ETFs. UDI charges 0.65% a year and FDIV 0.35%. The main difference: FDIV costs 0.30% less per year.

  • FDIV costs 0.30% less per year.
  • FDIV is much larger than UDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

UDIFDIV
Annual cost (TER)0.65%0.35%
Fund size (AUM)$4M$70M
Since20222023
Dividend yield2.50%2.86%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.7%+10.2%
CAGR 3Y+17.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.05N/A
Volatility 1Y10.29%12.84%
Max drawdown-14.17%-18.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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