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UDI vs TEQI

USCF Dividend Income ETF vs T. Rowe Price Equity Income ETF

UDI

USCF Dividend Income ETF

Annual cost

0.65%

Fund size

$4M

TEQI

T. Rowe Price Equity Income ETF

Annual cost

0.54%

Fund size

$406M

Key differences

Both UDI and TEQI are equity ETFs. UDI charges 0.65% a year and TEQI 0.54%. The main difference: TEQI costs 0.11% less per year.

  • TEQI costs 0.11% less per year.
  • TEQI is much larger than UDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

UDITEQI
Annual cost (TER)0.65%0.54%
Fund size (AUM)$4M$406M
Since20222020
Dividend yield2.50%1.54%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+24.7%+21.8%
CAGR 3Y+17.3%+16.4%
CAGR 5YN/A+9.5%
Sharpe 3Y1.050.97
Volatility 1Y10.29%10.73%
Max drawdown-14.17%-17.82%

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

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