UDIV vs ERH
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and Allspring Utilities and High Income Fund (ERH, ETF).
5-Year PerformanceUDIV has outperformed ERH, delivering a return of +13.5% compared to +4.1%
UDIV vs ERH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UDIV vs ERH - Historical Returns
Returns include dividend reinvestment.
UDIV vs ERH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | ERH |
|---|---|---|
| 2026 | +12.28% | +3.54% |
| 2025 | +19.12% | +19.30% |
| 2024 | +26.15% | +24.86% |
| 2023 | +25.55% | -11.14% |
| 2022 | -15.10% | -18.66% |
| 2021 | +20.42% | +24.09% |
| 2020 | +4.76% | -2.29% |
| 2019 | +24.49% | +31.38% |
| 2018 | -8.74% | -8.20% |
| 2017 | +16.84% | +18.00% |
| 2016 | +0.96% | +15.44% |
| 2015 | N/A | -7.58% |
| 2014 | N/A | +16.65% |
| 2013 | N/A | +13.20% |
| 2012 | N/A | +9.30% |
| 2011 | N/A | +3.37% |
| 2010 | N/A | -17.01% |
| 2009 | N/A | +39.98% |
| 2008 | N/A | -51.44% |
| 2007 | N/A | +16.01% |
| 2006 | N/A | +63.33% |
| 2005 | N/A | +15.48% |
| 2004 | N/A | +9.31% |
UDIV vs ERH Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for ERH was -69.81%, occurring on Mar 9, 2009. Recovery took 2326 trading sessions.
The current UDIV drawdown is -2.91%. The current ERH drawdown is -6.31%.
| Rank | UDIV | ERH |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -69.81% Jan 11, 2008 - Apr 7, 2017 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -46.06% Feb 20, 2020 - Jun 10, 2021 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -37.84% Dec 15, 2021 - Jun 3, 2025 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -25.62% Apr 12, 2007 - Oct 23, 2007 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -14.12% May 3, 2004 - Nov 4, 2004 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -13.93% Dec 12, 2017 - Aug 10, 2018 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -13.90% Nov 13, 2007 - Dec 31, 2007 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -12.90% Sep 13, 2018 - Feb 4, 2019 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -12.85% Sep 14, 2021 - Dec 6, 2021 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -10.95% Jan 3, 2007 - Mar 21, 2007 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -9.36% Oct 7, 2025 - Feb 25, 2026 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -8.83% May 4, 2026 - May 18, 2026 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -8.38% Feb 27, 2026 - May 1, 2026 |
| #14 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -7.79% Oct 4, 2005 - Jan 18, 2006 |
| #15 | -4.21% Dec 6, 2024 - Jan 22, 2025 | -6.40% Mar 7, 2005 - Jun 7, 2005 |
Correlation
Correlation between UDIV and ERH is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
UDIV vs ERH dividend yield comparison.
| Year | UDIV | ERH |
|---|---|---|
| 2026 | 0.32% | 3.58% |
| 2025 | 1.53% | 8.13% |
| 2024 | 2.05% | 7.15% |
| 2023 | 1.91% | 9.19% |
| 2022 | 3.20% | 8.09% |
| 2021 | 2.97% | 5.86% |
| 2020 | 2.90% | 7.20% |
| 2019 | 3.40% | 6.53% |
| 2018 | 3.74% | 8.06% |
| 2017 | 3.47% | 6.82% |
| 2016 | 1.63% | 7.53% |
| 2015 | 0.00% | 8.04% |
| 2014 | 0.00% | 7.03% |
| 2013 | 0.00% | 7.63% |
| 2012 | 0.00% | 8.05% |
| 2011 | 0.00% | 8.07% |
| 2010 | 0.00% | 8.67% |
| 2009 | 0.00% | 8.96% |
| 2008 | 0.00% | 23.94% |
| 2007 | 0.00% | 15.45% |
| 2006 | 0.00% | 12.10% |
| 2005 | 0.00% | 20.46% |
| 2004 | 0.00% | 5.12% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks