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UDI vs HIDV

USCF Dividend Income ETF vs AB US High Dividend ETF

UDI

USCF Dividend Income ETF

Annual cost

0.65%

Fund size

$4M

HIDV

AB US High Dividend ETF

Annual cost

0.35%

Fund size

$192M

Key differences

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

  • HIDV costs 0.30% less per year.
  • HIDV is much larger than UDI. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, HIDV has delivered higher annualized returns.

Side-by-side comparison

UDIHIDV
Annual cost (TER)0.65%0.35%
Fund size (AUM)$4M$192M
Since20222023
Dividend yield2.50%2.25%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+22.4%+24.4%
CAGR 3Y+17.1%+21.2%
CAGR 5YN/AN/A
Sharpe 3Y1.031.15
Volatility 1Y10.23%12.03%
Max drawdown-14.17%-18.76%

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

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