Screener
UDI vs PSET
USCF Dividend Income ETF vs Principal Quality ETF
Key differences
Both UDI and PSET are equity ETFs. UDI charges 0.65% a year and PSET 0.15%. The main difference: PSET costs 0.50% less per year.
- PSET costs 0.50% less per year.
- PSET 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.
- PSET has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDI | PSET | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $4M | $29M |
| Since | 2022 | 2016 |
| Dividend yield | 2.50% | 0.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.4% | +4.1% |
| CAGR 3Y | +17.1% | +12.2% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.03 | 0.56 |
| Volatility 1Y | 10.23% | 12.90% |
| Max drawdown | -14.17% | -34.74% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.