Screener
UDI vs TDVG
USCF Dividend Income ETF vs T. Rowe Price Dividend Growth ETF
Key differences
Both UDI and TDVG are equity ETFs. UDI charges 0.65% a year and TDVG 0.50%. The main difference: TDVG costs 0.15% less per year.
- TDVG costs 0.15% less per year.
- TDVG 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.
Side-by-side comparison
| UDI | TDVG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.50% |
| Fund size (AUM) | $4M | $1.3B |
| Since | 2022 | 2020 |
| Dividend yield | 2.50% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.7% | +17.5% |
| CAGR 3Y | +17.3% | +16.0% |
| CAGR 5Y | N/A | +10.3% |
| Sharpe 3Y | 1.05 | 1.00 |
| Volatility 1Y | 10.29% | 9.86% |
| Max drawdown | -14.17% | -19.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.