ERH vs UDIV
Comparison between Allspring Utilities and High Income Fund (ERH, ETF) and FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF).
5-Year PerformanceUDIV has outperformed ERH, delivering a return of +13.5% compared to +4.1%
ERH vs UDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ERH vs UDIV - Historical Returns
Returns include dividend reinvestment.
ERH vs UDIV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ERH | UDIV |
|---|---|---|
| 2026 | +3.54% | +12.28% |
| 2025 | +19.30% | +19.12% |
| 2024 | +24.86% | +26.15% |
| 2023 | -11.14% | +25.55% |
| 2022 | -18.66% | -15.10% |
| 2021 | +24.09% | +20.42% |
| 2020 | -2.29% | +4.76% |
| 2019 | +31.38% | +24.49% |
| 2018 | -8.20% | -8.74% |
| 2017 | +18.00% | +16.84% |
| 2016 | +15.44% | +0.96% |
| 2015 | -7.58% | N/A |
| 2014 | +16.65% | N/A |
| 2013 | +13.20% | N/A |
| 2012 | +9.30% | N/A |
| 2011 | +3.37% | N/A |
| 2010 | -17.01% | N/A |
| 2009 | +39.98% | N/A |
| 2008 | -51.44% | N/A |
| 2007 | +16.01% | N/A |
| 2006 | +63.33% | N/A |
| 2005 | +15.48% | N/A |
| 2004 | +9.31% | N/A |
ERH vs UDIV Drawdown Comparison
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The current ERH drawdown is -6.31%. The current UDIV drawdown is -2.91%.
| Rank | ERH | UDIV |
|---|---|---|
| #1 | -69.81% Jan 11, 2008 - Apr 7, 2017 | -35.20% Jan 17, 2020 - Nov 16, 2020 |
| #2 | -46.06% Feb 20, 2020 - Jun 10, 2021 | -23.18% Jan 12, 2022 - Dec 8, 2023 |
| #3 | -37.84% Dec 15, 2021 - Jun 3, 2025 | -19.19% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -25.62% Apr 12, 2007 - Oct 23, 2007 | -16.10% Jan 26, 2018 - Jun 20, 2019 |
| #5 | -14.12% May 3, 2004 - Nov 4, 2004 | -8.44% Feb 9, 2026 - Apr 14, 2026 |
| #6 | -13.93% Dec 12, 2017 - Aug 10, 2018 | -8.16% Jul 16, 2024 - Aug 30, 2024 |
| #7 | -13.90% Nov 13, 2007 - Dec 31, 2007 | -6.47% Jul 24, 2019 - Oct 15, 2019 |
| #8 | -12.90% Sep 13, 2018 - Feb 4, 2019 | -6.26% Aug 11, 2016 - Feb 3, 2017 |
| #9 | -12.85% Sep 14, 2021 - Dec 6, 2021 | -5.53% Mar 28, 2024 - May 14, 2024 |
| #10 | -10.95% Jan 3, 2007 - Mar 21, 2007 | -5.52% Jun 23, 2016 - Jul 15, 2016 |
| #11 | -9.36% Oct 7, 2025 - Feb 25, 2026 | -5.33% Oct 28, 2025 - Dec 10, 2025 |
| #12 | -8.83% May 4, 2026 - May 18, 2026 | -5.29% Nov 16, 2021 - Dec 23, 2021 |
| #13 | -8.38% Feb 27, 2026 - May 1, 2026 | -4.71% Sep 3, 2021 - Nov 3, 2021 |
| #14 | -7.79% Oct 4, 2005 - Jan 18, 2006 | -4.43% Jun 8, 2016 - Jun 23, 2016 |
| #15 | -6.40% Mar 7, 2005 - Jun 7, 2005 | -4.21% Dec 6, 2024 - Jan 22, 2025 |
Correlation
Correlation between ERH and UDIV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ERH vs UDIV dividend yield comparison.
| Year | ERH | UDIV |
|---|---|---|
| 2026 | 3.58% | 0.32% |
| 2025 | 8.13% | 1.53% |
| 2024 | 7.15% | 2.05% |
| 2023 | 9.19% | 1.91% |
| 2022 | 8.09% | 3.20% |
| 2021 | 5.86% | 2.97% |
| 2020 | 7.20% | 2.90% |
| 2019 | 6.53% | 3.40% |
| 2018 | 8.06% | 3.74% |
| 2017 | 6.82% | 3.47% |
| 2016 | 7.53% | 1.63% |
| 2015 | 8.04% | 0.00% |
| 2014 | 7.03% | 0.00% |
| 2013 | 7.63% | 0.00% |
| 2012 | 8.05% | 0.00% |
| 2011 | 8.07% | 0.00% |
| 2010 | 8.67% | 0.00% |
| 2009 | 8.96% | 0.00% |
| 2008 | 23.94% | 0.00% |
| 2007 | 15.45% | 0.00% |
| 2006 | 12.10% | 0.00% |
| 2005 | 20.46% | 0.00% |
| 2004 | 5.12% | 0.00% |
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