FT vs GDIV

Comparison between Franklin Universal Trust (FT, ETF) and HARBOR DIVIDEND GROWTH LEADERS ETF (GDIV, ETF).

FT vs GDIV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FT(ETF)	GDIV(ETF)
Net Assets	$226M	$226M
Expense Ratio	N/A	0.50%
Max Drawdown	65.18%	19.13%
Sharpe Ratio	0.91	1.53
5Y Beta	0.30	0.85
P/E Ratio	N/A	26.05
Forward P/E	N/A	20.43
PEG Ratio	N/A	0.48
5Y Dividends CAGR	5.84%	N/A
5Y EPS CAGR	N/A	25.26%
Debt to Equity	N/A	52.61%
P/S Ratio	N/A	0.41
P/B Ratio	N/A	4.46

Net Assets

$226M

GDIV

$226M

Expense Ratio

N/A

GDIV

0.50%

Max Drawdown

65.18%

Winner

GDIV

19.13%

Sharpe Ratio

0.91

Winner

GDIV

1.53

5Y Beta

Winner

0.30

GDIV

0.85

P/E Ratio

N/A

GDIV

26.05

Forward P/E

N/A

GDIV

20.43

PEG Ratio

N/A

GDIV

0.48

5Y Dividends CAGR

5.84%

GDIV

N/A

5Y EPS CAGR

N/A

GDIV

25.26%

Debt to Equity

N/A

GDIV

52.61%

P/S Ratio

N/A

GDIV

0.41

P/B Ratio

N/A

GDIV

4.46

FT vs GDIV - Historical Returns

Returns include dividend reinvestment.

Period	FT	GDIV
1 month	-2.90%	+1.63%
3 months	-2.23%	+6.10%
6 months	+2.31%	+10.32%
1 year	+13.48%	+23.99%
5 years(CAGR)	+7.00%	+12.52%
10 years(CAGR)	+8.43%	N/A
Max(CAGR)	+7.25%	+12.52%

-2.90%

Winner

GDIV

+1.63%

-2.23%

Winner

GDIV

+6.10%

+2.31%

Winner

GDIV

+10.32%

+13.48%

Winner

GDIV

+23.99%

5Y(CAGR)

+7.00%

Winner

GDIV

+12.52%

10Y(CAGR)

+8.43%

GDIV

N/A

Max(CAGR)

+7.25%

Winner

GDIV

+12.52%

FT vs GDIV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FT	GDIV
2026	+1.51%	+9.71%
2025	+16.44%	+11.15%
2024	+17.47%	+15.09%
2023	+4.51%	+17.30%
2022	-13.44%	-1.62%
2021	+21.55%	N/A
2020	+1.47%	N/A
2019	+30.84%	N/A
2018	-5.40%	N/A
2017	+13.25%	N/A
2016	+24.94%	N/A
2015	-12.94%	N/A
2014	+10.27%	N/A
2013	+3.10%	N/A
2012	+12.59%	N/A
2011	+13.70%	N/A
2010	+17.58%	N/A
2009	+59.78%	N/A
2008	-40.85%	N/A
2007	+7.05%	N/A
2006	+21.52%	N/A
2005	+10.02%	N/A
2004	+10.93%	N/A
2003	+21.38%	N/A
2002	-29.73%	N/A
2001	+16.33%	N/A
2000	+12.12%	N/A
1999	-14.17%	N/A

FT vs GDIV Drawdown Comparison

The maximum drawdown for FT was -54.80%, occurring on Nov 20, 2008. Recovery took 708 trading sessions.

The maximum drawdown for GDIV was -18.93%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.

The current FT drawdown is -3.80%. The current GDIV drawdown is -1.11%.

Rank	FT	GDIV
#1	-54.80% May 16, 2007 - Mar 9, 2010	-18.93% Jan 24, 2025 - Aug 28, 2025
#2	-40.90% Feb 21, 2020 - May 3, 2021	-15.07% Jun 7, 2022 - Jun 15, 2023
#3	-40.83% Apr 15, 2002 - May 16, 2006	-9.67% Feb 11, 2026 - May 5, 2026
#4	-23.17% Dec 28, 2021 - Jul 31, 2024	-7.59% Jul 20, 2023 - Nov 20, 2023
#5	-22.90% Nov 5, 1999 - Jan 3, 2001	-7.11% Jul 16, 2024 - Aug 23, 2024
#6	-22.53% Mar 24, 2015 - May 26, 2016	-6.12% Mar 28, 2024 - Jun 20, 2024
#7	-18.10% Mar 9, 2001 - Nov 28, 2001	-4.48% Aug 30, 2024 - Sep 19, 2024
#8	-13.30% May 20, 2013 - Apr 16, 2014	-3.99% Nov 26, 2024 - Jan 21, 2025
#9	-12.55% Jul 7, 2011 - Oct 21, 2011	-3.78% Oct 18, 2024 - Nov 8, 2024
#10	-12.20% Sep 26, 2012 - Jan 29, 2013	-2.94% Nov 8, 2024 - Nov 26, 2024
#11	-10.78% Dec 6, 2017 - Feb 25, 2019	-2.89% Nov 12, 2025 - Nov 25, 2025
#12	-9.94% Apr 29, 2010 - Jul 20, 2010	-2.88% Dec 11, 2025 - Jan 6, 2026
#13	-9.44% Jul 22, 2016 - Jan 17, 2017	-2.84% Oct 3, 2025 - Oct 21, 2025
#14	-8.76% Mar 3, 2025 - Jun 12, 2025	-2.08% Jun 15, 2023 - Jun 29, 2023
#15	-7.68% Nov 3, 2014 - Jan 16, 2015	-2.07% Oct 27, 2025 - Nov 11, 2025

Correlation

Correlation between FT and GDIV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2000 - 2026)

FT vs GDIV dividend yield comparison.

Year	FT	GDIV
2026	2.68%	0.25%
2025	6.37%	1.19%
2024	6.98%	1.30%
2023	7.67%	2.27%
2022	8.49%	5.88%
2021	6.00%	0.00%
2020	5.13%	0.00%
2019	4.95%	0.00%
2018	6.05%	0.00%
2017	5.36%	0.00%
2016	6.53%	0.00%
2015	8.28%	0.00%
2014	7.24%	0.00%
2013	6.64%	0.00%
2012	5.92%	0.00%
2011	6.82%	0.00%
2010	7.20%	0.00%
2009	7.86%	0.00%
2008	12.16%	0.00%
2007	6.60%	0.00%
2006	6.58%	0.00%
2005	6.82%	0.00%
2004	5.96%	0.00%
2003	6.79%	0.00%
2002	14.57%	0.00%
2001	9.85%	0.00%
2000	4.50%	0.00%