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UDIV vs DIVZ
Franklin U.S. Core Dividend Tilt Index ETF vs Polen Dividend Income ETF
Key differences
- UDIV costs 0.59% less per year.
- UDIV follows a index tracking strategy; DIVZ uses active selection.
- Over the last 3 years, UDIV has delivered higher annualized returns.
- UDIV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDIV | DIVZ | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.65% |
| Fund size (AUM) | $121M | $242M |
| Since | 2016 | 2021 |
| Dividend yield | 1.49% | 2.57% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +34.7% | +16.1% |
| CAGR 3Y | +25.5% | +15.6% |
| CAGR 5Y | +14.1% | +9.2% |
| Sharpe 3Y | 1.36 | 1.05 |
| Volatility 1Y | 12.07% | 9.19% |
| Max drawdown | -35.21% | -15.43% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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