UDIV vs CHIQ
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF (CHIQ, ETF).
5-Year PerformanceUDIV has outperformed CHIQ, delivering a return of +13.7% compared to -10.8%
UDIV vs CHIQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UDIV
$134M
CHIQ
$134M
Expense Ratio
Winner
UDIV
0.06%
CHIQ
0.65%
Max Drawdown
Winner
UDIV
35.46%
CHIQ
67.12%
Sharpe Ratio
Winner
UDIV
1.88
CHIQ
-0.95
5Y Beta
UDIV
0.97
Winner
CHIQ
0.76
P/E Ratio
UDIV
27.66
CHIQ
N/A
Forward P/E
UDIV
20.59
CHIQ
N/A
PEG Ratio
UDIV
0.24
CHIQ
N/A
5Y Dividends CAGR
UDIV
2.35%
Winner
CHIQ
30.49%
5Y EPS CAGR
UDIV
27.06%
CHIQ
N/A
Debt to Equity
UDIV
18.33%
CHIQ
N/A
P/S Ratio
UDIV
3.70
CHIQ
N/A
P/B Ratio
UDIV
5.10
CHIQ
N/A
UDIV vs CHIQ - Holdings Comparison
UDIV and CHIQ have 1 common holdings. Overlap is 0.00%
UDIV's top 25 holdings weight is 47.80%. CHIQ's top 25 holdings weight is 82.24%.
| Rank | UDIV | CHIQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.20% | PDD HOLDINGS INC ADR (PDD) - 9.75% |
| #2 | APPLE INC (AAPL) - 6.42% | ALIBABA GROUP HOLDING LTD ORDINARY SHARES (n/a) - 8.44% |
| #3 | MICROSOFT CORP (MSFT) - 4.38% | MEITUAN CLASS B (n/a) - 7.87% |
| #4 | AMAZON.COM INC (AMZN) - 3.46% | BYD CO LTD CLASS H (n/a) - 7.17% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.21% | JD.COM INC ORDINARY SHARES CLASS A (n/a) - 6.42% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.78% | TRIP.COM GROUP LTD (n/a) - 4.70% |
| #7 | BROADCOM INC (AVGO) - 2.67% | GEELY AUTOMOBILE HOLDINGS LTD (n/a) - 3.55% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.85% | YUM CHINA HOLDINGS INC (YUMC) - 3.16% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.70% | ANTA SPORTS PRODUCTS LTD (n/a) - 2.61% |
| #10 | TESLA INC (TSLA) - 1.67% | NIO INC CLASS A (n/a) - 2.61% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.45% | XPENG INC CLASS A (n/a) - 2.52% |
| #12 | ELI LILLY AND CO (LLY) - 1.34% | POP MART INTERNATIONAL GROUP LTD ORDINARY SHARES (n/a) - 2.19% |
| #13 | ADVANCED MICRO DEVICES INC (AMD) - 1.18% | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 2.16% |
| #14 | CISCO SYSTEMS INC (CSCO) - 1.04% | H WORLD GROUP LTD ADR (HTHT) - 2.12% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC ORDINARY SHARES (n/a) - 1.82% |
| #16 | CHEVRON CORP (CVX) - 0.96% | LI NING CO LTD (n/a) - 1.69% |
| #17 | MORGAN STANLEY (MS) - 0.91% | HAIER SMART HOME CO LTD CLASS H (n/a) - 1.65% |
| #18 | ABBVIE INC (ABBV) - 0.89% | FUYAO GLASS INDUSTRY GROUP CO LTD SHS -H- UNITARY 144A/REG S (n/a) - 1.61% |
| #19 | QUALCOMM INC (QCOM) - 0.86% | VIPSHOP HOLDINGS LTD ADR (VIPS) - 1.58% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.83% | MIDEA GROUP CO LTD ORDINARY SHARES CLASS H (n/a) - 1.57% |
| #21 | AUTOMATIC DATA PROCESSING INC (ADP) - 0.41% | BYD CO LTD CLASS A (n/a) - 1.47% |
| #22 | n/a (PLTR) - 0.41% | SHENZHOU INTERNATIONAL GROUP HOLDINGS LTD (n/a) - 1.45% |
| #23 | AMERICAN TOWER CORP (AMT) - 0.41% | MIDEA GROUP CO LTD CLASS A (n/a) - 1.42% |
| #24 | COMCAST CORP CLASS A (CMCSA) - 0.40% | TAL EDUCATION GROUP ADR (TAL) - 1.39% |
| #25 | MEDTRONIC PLC (MDT) - 0.40% | BOSIDENG INTERNATIONAL HOLDINGS LTD (n/a) - 1.32% |
| Total Holdings | 251 | 59 |
UDIV vs CHIQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UDIV
+1.58%
CHIQ
-10.72%
3M
Winner
UDIV
+14.15%
CHIQ
-10.22%
6M
Winner
UDIV
+13.54%
CHIQ
-16.99%
1Y
Winner
UDIV
+29.45%
CHIQ
-17.15%
5Y(CAGR)
Winner
UDIV
+13.71%
CHIQ
-10.79%
10Y(CAGR)
Winner
UDIV
+12.05%
CHIQ
+6.87%
Max(CAGR)
Winner
UDIV
+11.83%
CHIQ
+1.95%
UDIV vs CHIQ - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | CHIQ |
|---|---|---|
| 2026 | +13.10% | -18.44% |
| 2025 | +19.12% | +15.27% |
| 2024 | +26.15% | +14.79% |
| 2023 | +25.55% | -13.45% |
| 2022 | -15.10% | -21.56% |
| 2021 | +20.42% | -27.59% |
| 2020 | +4.76% | +85.59% |
| 2019 | +24.49% | +44.52% |
| 2018 | -8.74% | -30.16% |
| 2017 | +16.84% | +65.53% |
| 2016 | +0.96% | -2.73% |
| 2015 | N/A | +1.62% |
| 2014 | N/A | -16.72% |
| 2013 | N/A | +4.45% |
| 2012 | N/A | +6.60% |
| 2011 | N/A | -24.36% |
| 2010 | N/A | +7.42% |
| 2009 | N/A | +0.98% |
UDIV vs CHIQ Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for CHIQ was -67.04%, occurring on Oct 24, 2022. This drawdown has not yet recovered.
The current UDIV drawdown is -2.20%. The current CHIQ drawdown is -56.01%.
| Rank | UDIV | CHIQ |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -67.04% Feb 17, 2021 - Oct 24, 2022 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -49.92% Nov 4, 2010 - Jan 2, 2018 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -35.44% Mar 12, 2018 - Jan 8, 2020 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -27.12% Jan 17, 2020 - Jun 3, 2020 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -19.50% Apr 9, 2010 - Sep 1, 2010 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -14.74% Jan 5, 2010 - Mar 30, 2010 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -10.92% Jan 26, 2018 - Feb 26, 2018 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -8.41% Sep 2, 2020 - Oct 7, 2020 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -8.11% Nov 24, 2020 - Jan 4, 2021 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -6.92% Jan 25, 2021 - Feb 8, 2021 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -6.34% Jul 9, 2020 - Aug 3, 2020 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -5.33% Feb 26, 2018 - Mar 12, 2018 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -5.07% Dec 7, 2009 - Jan 4, 2010 |
| #14 | -4.48% Jun 2, 2026 - Jun 10, 2026 | -5.01% Nov 6, 2020 - Nov 13, 2020 |
| #15 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -4.31% Oct 13, 2010 - Oct 25, 2010 |
Correlation
Correlation between UDIV and CHIQ is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.32
-101
Dividend Comparison (2010 - 2026)
UDIV vs CHIQ dividend yield comparison.
| Year | UDIV | CHIQ |
|---|---|---|
| 2026 | 0.32% | 0.00% |
| 2025 | 1.53% | 1.48% |
| 2024 | 2.05% | 2.65% |
| 2023 | 1.91% | 2.26% |
| 2022 | 3.20% | 0.38% |
| 2021 | 2.97% | 0.00% |
| 2020 | 2.90% | 0.11% |
| 2019 | 3.40% | 1.05% |
| 2018 | 3.74% | 2.71% |
| 2017 | 3.47% | 0.62% |
| 2016 | 1.63% | 1.51% |
| 2015 | 0.00% | 4.86% |
| 2014 | 0.00% | 2.08% |
| 2013 | 0.00% | 0.94% |
| 2012 | 0.00% | 1.12% |
| 2011 | 0.00% | 0.41% |
| 2010 | 0.00% | 1.05% |
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