Screener
USPX vs UDIV
Franklin U.S. Equity Index ETF vs Franklin U.S. Core Dividend Tilt Index ETF
Key differences
- USPX 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
| USPX | UDIV | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.06% |
| Fund size (AUM) | $1.8B | $121M |
| Since | 2016 | 2016 |
| Dividend yield | 1.09% | 1.49% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.8% | +34.7% |
| CAGR 3Y | +23.3% | +25.5% |
| CAGR 5Y | +12.6% | +14.1% |
| Sharpe 3Y | 1.22 | 1.36 |
| Volatility 1Y | 12.24% | 12.07% |
| Max drawdown | -31.21% | -35.21% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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