Skip to content
Beacon
Screener

UDIV vs DGRO

Franklin U.S. Core Dividend Tilt Index ETF vs iShares Core Dividend Growth ETF

UDIV

Franklin U.S. Core Dividend Tilt Index ETF

Annual cost

0.06%

Fund size

$121M

DGRO

iShares Core Dividend Growth ETF

Annual cost

0.08%

Fund size

$39.6B

Key differences

  • DGRO is significantly larger than UDIV — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, UDIV has delivered higher annualized returns.

Side-by-side comparison

UDIVDGRO
Annual cost (TER)0.06%0.08%
Fund size (AUM)$121M$39.6B
Since20162014
Dividend yield1.49%2.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+36.5%+24.5%
CAGR 3Y+25.4%+16.9%
CAGR 5Y+14.4%+10.7%
Sharpe 3Y1.361.08
Volatility 1Y12.06%9.59%
Max drawdown-35.21%-35.10%

Similar to UDIV and DGRO