Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDIV (Franklin U.S. Core Dividend Tilt Index ETF) | 10.61% | 26.59% | 22.77% | 13.29% | 11.76% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDIV (Franklin U.S. Core Dividend Tilt Index ETF) | 06/03/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.81 | 26.59 | 22.77 | 13.29 | 11.76 | NA | NA | … | … | 10.61 | 18.99 | 26.58 | 25.20 | -15.00 | 19.67 | 5.54 | 24.60 | -8.83 | 17.44 | 0.96 |
| Sharpe Ratio | NA | 2.34 | 1.40 | 0.72 | 0.62 | NA | NA | … | … | 2.07 | 0.86 | 1.86 | 1.62 | -0.84 | 1.87 | 0.17 | 2.41 | -0.86 | 2.50 | 0.10 |
| Standard Deviation(%) | NA | 12.29 | 14.90 | 15.54 | 16.35 | NA | NA | … | … | 13.98 | 18.81 | 12.36 | 13.43 | 19.61 | 10.48 | 31.86 | 9.58 | 11.95 | 6.75 | 14.04 |
| Draw Down(%) | NA | 8.44 | 19.19 | 23.18 | 35.21 | NA | NA | … | … | 8.44 | 19.19 | 8.16 | 10.46 | 23.18 | 5.29 | 35.21 | 6.47 | 16.10 | 2.80 | 6.26 |
| Yield(%) | 0.00 | 1.82 | 2.88 | 2.80 | 3.65 | 2.41 | 1.81 | … | … | 0.36 | 1.79 | 3.41 | 2.35 | 2.64 | 3.47 | 2.94 | 4.08 | 3.30 | 3.91 | 1.62 |
Data as of 06/10/2026, Common starting date is 06/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDIV (Franklin U.S. Core Dividend Tilt Index ETF) |
-1.95%
Mar 2017 – Mar 2020 |
3.39%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDIV (Franklin U.S. Core Dividend Tilt Index ETF) |
25.98%
May 2023 – May 2026 |
17.68%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart