UDIV vs CRTC
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and XTRACKERS US NATIONAL CRITICAL TECHNOLOGIES ETF (CRTC, ETF).
UDIV vs CRTC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UDIV
$121M
CRTC
$121M
Expense Ratio
Winner
UDIV
0.06%
CRTC
0.35%
Max Drawdown
Winner
UDIV
35.46%
CRTC
100.00%
Sharpe Ratio
Winner
UDIV
1.95
CRTC
1.16
5Y Beta
UDIV
0.97
Winner
CRTC
0.97
P/E Ratio
UDIV
29.98
Winner
CRTC
28.50
Forward P/E
UDIV
21.51
Winner
CRTC
18.99
PEG Ratio
UDIV
0.26
Winner
CRTC
0.25
5Y Dividends CAGR
UDIV
2.35%
CRTC
N/A
5Y EPS CAGR
Winner
UDIV
26.72%
CRTC
23.90%
Debt to Equity
UDIV
30.14%
Winner
CRTC
23.15%
P/S Ratio
UDIV
3.69
Winner
CRTC
3.55
P/B Ratio
UDIV
5.34
Winner
CRTC
4.87
UDIV vs CRTC - Holdings Comparison
UDIV and CRTC have 48 common holdings. Overlap is 28.06%
UDIV's top 25 holdings weight is 49.05%. CRTC's top 25 holdings weight is 51.33%.
| Rank | UDIV | CRTC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.33% | ALPHABET INC CLASS A (GOOGL) - 5.31% |
| #2 | APPLE INC (AAPL) - 6.72% | AMAZON.COM INC (AMZN) - 4.86% |
| #3 | MICROSOFT CORP (MSFT) - 4.46% | NVIDIA CORP (NVDA) - 4.74% |
| #4 | AMAZON.COM INC (AMZN) - 3.70% | MICROSOFT CORP (MSFT) - 4.68% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.38% | META PLATFORMS INC CLASS A (META) - 4.32% |
| #6 | ALPHABET INC CLASS C (GOOG) - 2.91% | ADVANCED MICRO DEVICES INC (AMD) - 3.87% |
| #7 | BROADCOM INC (AVGO) - 2.83% | EXXON MOBIL CORP (XOM) - 2.95% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.91% | CISCO SYSTEMS INC (CSCO) - 2.21% |
| #9 | TESLA INC (TSLA) - 1.80% | LAM RESEARCH CORP (LRCX) - 1.91% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.60% | ABBVIE INC (ABBV) - 1.79% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.40% | CHEVRON CORP (CVX) - 1.74% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.24% | ORACLE CORP (ORCL) - 1.57% |
| #13 | ELI LILLY AND CO (LLY) - 1.23% | n/a (PLTR) - 1.42% |
| #14 | QUALCOMM INC (QCOM) - 1.03% | GE VERNOVA INC (GEV) - 1.36% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.01% | KLA CORP (KLAC) - 1.25% |
| #16 | EXXON MOBIL CORP (XOM) - 0.96% | RTX CORP (RTX) - 1.14% |
| #17 | CHEVRON CORP (CVX) - 0.94% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.12% |
| #18 | TEXAS INSTRUMENTS INC (TXN) - 0.89% | BHP GROUP LTD (n/a) - 1.04% |
| #19 | MORGAN STANLEY (MS) - 0.86% | PALO ALTO NETWORKS INC (PANW) - 0.99% |
| #20 | ABBVIE INC (ABBV) - 0.83% | VERIZON COMMUNICATIONS INC (VZ) - 0.97% |
| #21 | AMGEN INC (AMGN) - 0.41% | n/a (n/a) - 0.43% |
| #22 | NXP SEMICONDUCTORS NV (NXPI) - 0.41% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.42% |
| #23 | CVS HEALTH CORP (CVS) - 0.40% | COMCAST CORP CLASS A (CMCSA) - 0.42% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.40% | NATIONAL GRID PLC (n/a) - 0.41% |
| #25 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.40% | n/a (JCI) - 0.41% |
| Total Holdings | 251 | 189 |
UDIV vs CRTC - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UDIV
+2.83%
CRTC
+1.62%
3M
Winner
UDIV
+10.97%
CRTC
+4.21%
6M
Winner
UDIV
+12.09%
CRTC
+5.07%
1Y
Winner
UDIV
+31.40%
CRTC
+19.95%
5Y(CAGR)
UDIV
+13.53%
CRTC
N/A
10Y(CAGR)
UDIV
+11.73%
Winner
CRTC
+225.27%
Max(CAGR)
UDIV
+11.77%
Winner
CRTC
+17.55%
UDIV vs CRTC - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | CRTC |
|---|---|---|
| 2026 | +12.28% | +5.35% |
| 2025 | +19.12% | +18.48% |
| 2024 | +26.15% | +19.01% |
| 2023 | +25.55% | +7.18% |
| 2022 | -15.10% | N/A |
| 2021 | +20.42% | N/A |
| 2020 | +4.76% | N/A |
| 2019 | +24.49% | N/A |
| 2018 | -8.74% | N/A |
| 2017 | +16.84% | -75.00% |
| 2016 | +0.96% | -50.00% |
| 2015 | N/A | -25.00% |
| 2014 | N/A | +100.00% |
| 2013 | N/A | -50.00% |
| 2012 | N/A | -66.67% |
| 2011 | N/A | -96.10% |
| 2010 | N/A | +400.00% |
| 2009 | N/A | +25.00% |
| 2008 | N/A | -20.00% |
| 2007 | N/A | -98.57% |
| 2006 | N/A | -85.11% |
| 2005 | N/A | -50.00% |
| 2004 | N/A | +82.35% |
| 2003 | N/A | -48.48% |
UDIV vs CRTC Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for CRTC was -100.00%, occurring on Oct 11, 2012. Recovery took 3355 trading sessions.
The current UDIV drawdown is -2.91%. The current CRTC drawdown is -4.17%.
| Rank | UDIV | CRTC |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -100.00% May 25, 2004 - Nov 16, 2023 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -76.36% Sep 2, 2003 - Mar 30, 2004 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -29.29% Aug 15, 2003 - Sep 2, 2003 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -29.29% Apr 5, 2004 - Apr 15, 2004 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -19.07% Feb 18, 2025 - Jun 6, 2025 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -15.78% May 19, 2004 - May 25, 2004 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -14.00% Apr 19, 2004 - May 13, 2004 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -9.04% Jan 27, 2026 - Apr 17, 2026 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -8.43% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -6.46% Oct 28, 2025 - Jan 6, 2026 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -6.04% Mar 28, 2024 - May 15, 2024 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -5.23% Dec 6, 2024 - Jan 23, 2025 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -4.17% Jun 1, 2026 - Jun 5, 2026 |
| #14 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -3.06% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -4.21% Dec 6, 2024 - Jan 22, 2025 | -2.85% Nov 7, 2024 - Dec 3, 2024 |
Correlation
Correlation between UDIV and CRTC is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2016 - 2026)
UDIV vs CRTC dividend yield comparison.
| Year | UDIV | CRTC |
|---|---|---|
| 2026 | 0.32% | 0.21% |
| 2025 | 1.53% | 1.03% |
| 2024 | 2.05% | 1.12% |
| 2023 | 1.91% | 0.16% |
| 2022 | 3.20% | 0.00% |
| 2021 | 2.97% | 0.00% |
| 2020 | 2.90% | 0.00% |
| 2019 | 3.40% | 0.00% |
| 2018 | 3.74% | 0.00% |
| 2017 | 3.47% | 0.00% |
| 2016 | 1.63% | 0.00% |
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