Screener
UDI vs IGRO
USCF Dividend Income ETF vs iShares International Dividend Growth ETF
Key differences
Both UDI and IGRO are equity ETFs. UDI charges 0.65% a year and IGRO 0.15%. The main difference: UDI follows a active selection strategy; IGRO uses index tracking.
- UDI follows a active selection strategy; IGRO uses index tracking.
- UDI covers North America; IGRO covers global markets excluding the US.
- IGRO costs 0.50% less per year.
- IGRO 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.
- IGRO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDI | IGRO | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $4M | $1.2B |
| Since | 2022 | 2016 |
| Dividend yield | 2.50% | 2.37% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +24.7% | +15.0% |
| CAGR 3Y | +17.3% | +16.1% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | 1.05 | 0.94 |
| Volatility 1Y | 10.29% | 12.71% |
| Max drawdown | -14.17% | -36.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.