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NFTY vs UDIV

Comparison between FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF (NFTY, ETF) and FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF).

5-Year PerformanceUDIV has outperformed NFTY, delivering a return of +13.7% compared to +5.0%

NFTY vs UDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NFTY
$134M
UDIV
$134M
Expense Ratio
NFTY
0.80%
Winner
UDIV
0.06%
Max Drawdown
NFTY
50.59%
Winner
UDIV
35.46%
Sharpe Ratio
NFTY
-0.87
Winner
UDIV
1.88
5Y Beta
Winner
NFTY
0.46
UDIV
0.97
P/E Ratio
NFTY
N/A
UDIV
27.66
Forward P/E
NFTY
N/A
UDIV
20.59
PEG Ratio
NFTY
N/A
UDIV
0.24
5Y Dividends CAGR
Winner
NFTY
22.71%
UDIV
2.35%
5Y EPS CAGR
NFTY
N/A
UDIV
27.06%
Debt to Equity
NFTY
N/A
UDIV
18.33%
P/S Ratio
NFTY
N/A
UDIV
3.70
P/B Ratio
NFTY
N/A
UDIV
5.10

NFTY vs UDIV - Historical Returns

Returns include dividend reinvestment.

1M
NFTY
+1.39%
Winner
UDIV
+1.58%
3M
NFTY
+0.10%
Winner
UDIV
+14.15%
6M
NFTY
-6.61%
Winner
UDIV
+13.54%
1Y
NFTY
-8.69%
Winner
UDIV
+29.45%
5Y(CAGR)
NFTY
+5.00%
Winner
UDIV
+13.71%
10Y(CAGR)
NFTY
+8.01%
Winner
UDIV
+12.05%
Max(CAGR)
NFTY
+5.77%
Winner
UDIV
+11.83%

NFTY vs UDIV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearNFTYUDIV
2026-9.33%+13.10%
2025+3.36%+19.12%
2024+4.68%+26.15%
2023+23.54%+25.55%
2022-5.37%-15.10%
2021+24.73%+20.42%
2020+8.43%+4.76%
2019+1.27%+24.49%
2018-1.51%-8.74%
2017+21.71%+16.84%
2016+13.47%+0.96%
2015-17.96%N/A
2014+14.73%N/A
2013+7.78%N/A
2012-4.33%N/A

NFTY vs UDIV Drawdown Comparison

The maximum drawdown for NFTY was -47.66%, occurring on Mar 23, 2020. Recovery took 685 trading sessions.

The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.

The current NFTY drawdown is -16.60%. The current UDIV drawdown is -2.20%.

RankNFTYUDIV
#1-47.66%
Apr 16, 2018 - Jan 4, 2021
-35.20%
Jan 17, 2020 - Nov 16, 2020
#2-37.70%
Apr 27, 2015 - Jan 17, 2018
-23.18%
Jan 12, 2022 - Dec 8, 2023
#3-21.54%
Sep 27, 2024 - Mar 30, 2026
-19.19%
Feb 19, 2025 - Jun 24, 2025
#4-19.09%
Oct 14, 2021 - Jul 5, 2023
-16.10%
Jan 26, 2018 - Jun 20, 2019
#5-14.83%
Jul 23, 2014 - Apr 6, 2015
-8.44%
Feb 9, 2026 - Apr 14, 2026
#6-14.52%
Feb 28, 2012 - May 2, 2013
-8.16%
Jul 16, 2024 - Aug 30, 2024
#7-9.44%
May 8, 2013 - Sep 19, 2013
-6.47%
Jul 24, 2019 - Oct 15, 2019
#8-8.34%
Jan 26, 2018 - Mar 21, 2018
-6.26%
Aug 11, 2016 - Feb 3, 2017
#9-8.28%
Mar 11, 2021 - May 7, 2021
-5.53%
Mar 28, 2024 - May 14, 2024
#10-7.81%
Sep 20, 2013 - Apr 8, 2014
-5.52%
Jun 23, 2016 - Jul 15, 2016
#11-6.75%
Jan 13, 2021 - Feb 2, 2021
-5.33%
Oct 28, 2025 - Dec 10, 2025
#12-5.68%
Sep 11, 2023 - Nov 17, 2023
-5.29%
Nov 16, 2021 - Dec 23, 2021
#13-5.41%
Jun 3, 2024 - Jun 12, 2024
-4.71%
Sep 3, 2021 - Nov 3, 2021
#14-4.56%
Mar 8, 2024 - May 23, 2024
-4.48%
Jun 2, 2026 - Jun 10, 2026
#15-4.48%
Jul 31, 2024 - Aug 30, 2024
-4.43%
Jun 8, 2016 - Jun 23, 2016

Correlation

Correlation between NFTY and UDIV is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (2013 - 2026)

NFTY vs UDIV dividend yield comparison.

YearNFTYUDIV
20260.58%0.32%
20251.24%1.53%
20241.61%2.05%
20230.13%1.91%
20225.89%3.20%
20211.53%2.97%
20200.61%2.90%
20190.97%3.40%
20180.00%3.74%
20174.10%3.47%
20163.28%1.63%
20154.39%0.00%
20140.52%0.00%
20131.72%0.00%

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