Screener
UDIV vs HDV
Franklin U.S. Core Dividend Tilt Index ETF vs iShares Core High Dividend ETF
Key differences
- HDV 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.
- HDV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UDIV | HDV | |
|---|---|---|
| Annual cost (TER) | 0.06% | 0.08% |
| Fund size (AUM) | $121M | $13.6B |
| Since | 2016 | 2011 |
| Dividend yield | 1.49% | 2.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.5% | +23.7% |
| CAGR 3Y | +25.4% | +15.5% |
| CAGR 5Y | +14.4% | +11.0% |
| Sharpe 3Y | 1.36 | 1.02 |
| Volatility 1Y | 12.06% | 9.65% |
| Max drawdown | -35.21% | -37.04% |
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