UDIV vs DWUS

Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and ADVISORSHARES DORSEY WRIGHT FSM US CORE ETF (DWUS, ETF).

5-Year PerformanceUDIV has outperformed DWUS, delivering a return of +13.5% compared to +10.6%

UDIV vs DWUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UDIV(ETF)	DWUS(ETF)
Net Assets	$121M	$121M
Expense Ratio	0.06%	1.08%
Max Drawdown	35.46%	30.47%
Sharpe Ratio	1.95	0.87
5Y Beta	0.97	1.08
P/E Ratio	29.98	N/A
Forward P/E	21.51	N/A
PEG Ratio	0.26	N/A
5Y Dividends CAGR	2.35%	N/A
5Y EPS CAGR	26.72%	N/A
Debt to Equity	30.14%	N/A
P/S Ratio	3.69	N/A
P/B Ratio	5.34	N/A

Net Assets

Winner

UDIV

$121M

DWUS

$121M

Expense Ratio

Winner

UDIV

0.06%

DWUS

1.08%

Max Drawdown

UDIV

35.46%

Winner

DWUS

30.47%

Sharpe Ratio

Winner

UDIV

1.95

DWUS

0.87

5Y Beta

Winner

UDIV

0.97

DWUS

1.08

P/E Ratio

UDIV

29.98

DWUS

N/A

Forward P/E

UDIV

21.51

DWUS

N/A

PEG Ratio

UDIV

0.26

DWUS

N/A

5Y Dividends CAGR

UDIV

2.35%

DWUS

N/A

5Y EPS CAGR

UDIV

26.72%

DWUS

N/A

Debt to Equity

UDIV

30.14%

DWUS

N/A

P/S Ratio

UDIV

3.69

DWUS

N/A

P/B Ratio

UDIV

5.34

DWUS

N/A

UDIV vs DWUS - Holdings Comparison

UDIV and DWUS have 0 common holdings. Overlap is 0.00%

UDIV's top 25 holdings weight is 49.05%. DWUS's top 25 holdings weight is 99.42%.

Rank	UDIV	DWUS
#1	NVIDIA CORP (NVDA) - 7.33%	ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 50.72%
#2	APPLE INC (AAPL) - 6.72%	ISHARES MSCI USA QUALITY FACTOR ETF (QUAL) - 48.70%
#3	MICROSOFT CORP (MSFT) - 4.46%	N/A
#4	AMAZON.COM INC (AMZN) - 3.70%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 3.38%	N/A
#6	ALPHABET INC CLASS C (GOOG) - 2.91%	N/A
#7	BROADCOM INC (AVGO) - 2.83%	N/A
#8	META PLATFORMS INC CLASS A (META) - 1.91%	N/A
#9	TESLA INC (TSLA) - 1.80%	N/A
#10	MICRON TECHNOLOGY INC (MU) - 1.60%	N/A
#11	JPMORGAN CHASE & CO (JPM) - 1.40%	N/A
#12	ADVANCED MICRO DEVICES INC (AMD) - 1.24%	N/A
#13	ELI LILLY AND CO (LLY) - 1.23%	N/A
#14	QUALCOMM INC (QCOM) - 1.03%	N/A
#15	CISCO SYSTEMS INC (CSCO) - 1.01%	N/A
#16	EXXON MOBIL CORP (XOM) - 0.96%	N/A
#17	CHEVRON CORP (CVX) - 0.94%	N/A
#18	TEXAS INSTRUMENTS INC (TXN) - 0.89%	N/A
#19	MORGAN STANLEY (MS) - 0.86%	N/A
#20	ABBVIE INC (ABBV) - 0.83%	N/A
#21	AMGEN INC (AMGN) - 0.41%	N/A
#22	NXP SEMICONDUCTORS NV (NXPI) - 0.41%	N/A
#23	CVS HEALTH CORP (CVS) - 0.40%	N/A
#24	COSTCO WHOLESALE CORP (COST) - 0.40%	N/A
#25	UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.40%	N/A
Total Holdings	251	2

UDIV vs DWUS - Historical Returns

Returns include dividend reinvestment.

Period	UDIV	DWUS
1 month	+2.83%	+1.94%
3 months	+10.97%	+10.01%
6 months	+12.09%	+7.40%
1 year	+31.40%	+18.64%
5 years(CAGR)	+13.53%	+10.60%
10 years(CAGR)	+11.73%	N/A
Max(CAGR)	+11.77%	+14.44%

Winner

UDIV

+2.83%

DWUS

+1.94%

Winner

UDIV

+10.97%

DWUS

+10.01%

Winner

UDIV

+12.09%

DWUS

+7.40%

Winner

UDIV

+31.40%

DWUS

+18.64%

5Y(CAGR)

Winner

UDIV

+13.53%

DWUS

+10.60%

10Y(CAGR)

UDIV

+11.73%

DWUS

N/A

Max(CAGR)

UDIV

+11.77%

Winner

DWUS

+14.44%

UDIV vs DWUS - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	UDIV	DWUS
2026	+12.28%	+8.37%
2025	+19.12%	+12.59%
2024	+26.15%	+21.81%
2023	+25.55%	+20.45%
2022	-15.10%	-17.89%
2021	+20.42%	+21.30%
2020	+4.76%	+35.48%
2019	+24.49%	-0.10%
2018	-8.74%	N/A
2017	+16.84%	N/A
2016	+0.96%	N/A

UDIV vs DWUS Drawdown Comparison

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

The maximum drawdown for DWUS was -30.47%, occurring on Mar 23, 2020. Recovery took 87 trading sessions.

The current UDIV drawdown is -2.91%. The current DWUS drawdown is -6.07%.

Rank	UDIV	DWUS
#1	-35.20% Jan 17, 2020 - Nov 16, 2020	-30.47% Feb 19, 2020 - Jun 23, 2020
#2	-23.18% Jan 12, 2022 - Dec 8, 2023	-26.45% Dec 29, 2021 - Jan 19, 2024
#3	-19.19% Feb 19, 2025 - Jun 24, 2025	-19.63% Feb 19, 2025 - Aug 8, 2025
#4	-16.10% Jan 26, 2018 - Jun 20, 2019	-13.56% Jul 10, 2024 - Nov 7, 2024
#5	-8.44% Feb 9, 2026 - Apr 14, 2026	-12.89% Feb 12, 2021 - Jun 17, 2021
#6	-8.16% Jul 16, 2024 - Aug 30, 2024	-12.69% Sep 2, 2020 - Dec 8, 2020
#7	-6.47% Jul 24, 2019 - Oct 15, 2019	-11.98% Jan 29, 2026 - Apr 22, 2026
#8	-6.26% Aug 11, 2016 - Feb 3, 2017	-7.79% Mar 7, 2024 - May 15, 2024
#9	-5.53% Mar 28, 2024 - May 14, 2024	-7.71% Oct 28, 2025 - Jan 27, 2026
#10	-5.52% Jun 23, 2016 - Jul 15, 2016	-6.07% Jun 3, 2026 - Jun 5, 2026
#11	-5.33% Oct 28, 2025 - Dec 10, 2025	-5.69% Sep 3, 2021 - Oct 25, 2021
#12	-5.29% Nov 16, 2021 - Dec 23, 2021	-4.75% Nov 19, 2021 - Dec 27, 2021
#13	-4.71% Sep 3, 2021 - Nov 3, 2021	-4.55% Dec 6, 2024 - Jan 21, 2025
#14	-4.43% Jun 8, 2016 - Jun 23, 2016	-4.29% Jul 20, 2020 - Aug 3, 2020
#15	-4.21% Dec 6, 2024 - Jan 22, 2025	-4.28% Jun 17, 2021 - Jul 9, 2021

Correlation

Correlation between UDIV and DWUS is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

UDIV vs DWUS dividend yield comparison.

Year	UDIV	DWUS
2026	0.32%	0.00%
2025	1.53%	0.03%
2024	2.05%	0.18%
2023	1.91%	0.29%
2022	3.20%	0.89%
2021	2.97%	0.35%
2020	2.90%	0.08%
2019	3.40%	0.00%
2018	3.74%	0.00%
2017	3.47%	0.00%
2016	1.63%	0.00%