UDIV vs IDRV
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and ISHARES SELF-DRIVING EV AND TECH ETF (IDRV, ETF).
5-Year PerformanceUDIV has outperformed IDRV, delivering a return of +14.2% compared to -3.9%
UDIV vs IDRV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UDIV
$138M
IDRV
$137M
Expense Ratio
Winner
UDIV
0.06%
IDRV
0.48%
Max Drawdown
Winner
UDIV
35.46%
IDRV
56.35%
Sharpe Ratio
Winner
UDIV
1.50
IDRV
0.31
5Y Beta
Winner
UDIV
0.97
IDRV
1.14
P/E Ratio
UDIV
26.32
IDRV
N/A
Forward P/E
UDIV
19.46
IDRV
N/A
PEG Ratio
UDIV
0.27
IDRV
N/A
5Y Dividends CAGR
UDIV
-5.62%
Winner
IDRV
13.66%
5Y EPS CAGR
UDIV
23.27%
IDRV
N/A
Debt to Equity
UDIV
26.34%
IDRV
N/A
P/S Ratio
UDIV
3.52
IDRV
N/A
P/B Ratio
UDIV
4.86
IDRV
N/A
UDIV vs IDRV - Holdings Comparison
UDIV and IDRV have 2 common holdings. Overlap is 1.71%
UDIV's top 25 holdings weight is 50.50%. IDRV's top 25 holdings weight is 81.55%.
| Rank | UDIV | IDRV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.13% | TESLA INC (TSLA) - 4.59% |
| #2 | APPLE INC (AAPL) - 7.01% | RIVIAN AUTOMOTIVE INC CLASS A (RIVN) - 4.49% |
| #3 | MICROSOFT CORP (MSFT) - 4.59% | BYD CO LTD CLASS H (n/a) - 4.14% |
| #4 | AMAZON.COM INC (AMZN) - 3.76% | n/a (n/a) - 4.08% |
| #5 | BROADCOM INC (AVGO) - 3.09% | NIO INC CLASS A (n/a) - 3.98% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.08% | VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 3.80% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | ALBEMARLE CORP (ALB) - 3.70% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.16% | ABB LTD (n/a) - 3.69% |
| #9 | TESLA INC (TSLA) - 1.72% | LI AUTO INC ORDINARY SHARES CLASS A (n/a) - 3.66% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.68% | LG ENERGY SOLUTION LTD (n/a) - 3.60% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.45% | PLS GROUP LTD (n/a) - 3.59% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | XPENG INC CLASS A (n/a) - 3.58% |
| #13 | ELI LILLY AND CO (LLY) - 1.26% | SAMSUNG SDI CO LTD (n/a) - 3.52% |
| #14 | THE HOME DEPOT INC (HD) - 0.92% | LG CHEM LTD (n/a) - 3.42% |
| #15 | ABBVIE INC (ABBV) - 0.91% | CONTINENTAL AG (n/a) - 3.29% |
| #16 | MORGAN STANLEY (MS) - 0.91% | AUTOLIV INC (ALV) - 3.25% |
| #17 | CHEVRON CORP (CVX) - 0.88% | RENAULT SA (n/a) - 3.04% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.86% | AURORA INNOVATION INC CLASS A (AUR) - 2.98% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.81% | HYUNDAI MOBIS CO LTD (n/a) - 2.67% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.78% | n/a (n/a) - 2.66% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.76% | LEAR CORP (LEA) - 2.39% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 0.75% | GS YUASA CORP (n/a) - 1.98% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.73% | GENTEX CORP (GNTX) - 1.86% |
| #24 | INTEL CORP (INTC) - 0.71% | n/a (QS) - 1.80% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.70% | n/a (n/a) - 1.79% |
| Total Holdings | 284 | 78 |
UDIV vs IDRV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UDIV
+0.21%
IDRV
-9.10%
3M
Winner
UDIV
+7.91%
IDRV
-15.81%
6M
Winner
UDIV
+13.36%
IDRV
-8.16%
1Y
Winner
UDIV
+24.39%
IDRV
+9.10%
5Y(CAGR)
Winner
UDIV
+14.24%
IDRV
-3.94%
10Y(CAGR)
UDIV
+11.65%
IDRV
N/A
Max(CAGR)
Winner
UDIV
+11.79%
IDRV
+6.59%
UDIV vs IDRV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | IDRV |
|---|---|---|
| 2026 | +14.08% | -5.47% |
| 2025 | +19.12% | +33.20% |
| 2024 | +26.15% | -13.72% |
| 2023 | +25.55% | +7.87% |
| 2022 | -15.10% | -37.73% |
| 2021 | +20.42% | +26.38% |
| 2020 | +4.76% | +56.86% |
| 2019 | +24.49% | +7.24% |
| 2018 | -8.74% | N/A |
| 2017 | +16.84% | N/A |
| 2016 | +0.96% | N/A |
UDIV vs IDRV Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for IDRV was -52.97%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current UDIV drawdown is -1.35%. The current IDRV drawdown is -29.28%.
| Rank | UDIV | IDRV |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -52.97% Nov 22, 2021 - Apr 8, 2025 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -38.46% Feb 19, 2020 - Jul 6, 2020 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -15.58% Apr 23, 2019 - Oct 28, 2019 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -8.32% Feb 12, 2021 - Apr 5, 2021 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -8.14% Apr 16, 2021 - Jun 1, 2021 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -8.08% Sep 2, 2020 - Oct 8, 2020 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -6.52% Aug 5, 2021 - Oct 19, 2021 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -6.43% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -6.23% Jan 21, 2021 - Feb 11, 2021 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -5.25% Jul 2, 2021 - Jul 29, 2021 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -5.21% Jan 22, 2020 - Feb 4, 2020 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -3.61% Nov 7, 2019 - Dec 12, 2019 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -3.30% Nov 8, 2021 - Nov 18, 2021 |
| #14 | -4.48% Jun 2, 2026 - Jun 10, 2026 | -3.13% Jun 4, 2021 - Jun 28, 2021 |
| #15 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -2.92% Jul 22, 2020 - Aug 4, 2020 |
Correlation
Correlation between UDIV and IDRV is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
0.30
-101
Dividend Comparison (2016 - 2026)
UDIV vs IDRV dividend yield comparison.
| Year | UDIV | IDRV |
|---|---|---|
| 2026 | 0.70% | 0.84% |
| 2025 | 1.53% | 1.70% |
| 2024 | 2.05% | 2.68% |
| 2023 | 1.91% | 2.17% |
| 2022 | 3.20% | 2.29% |
| 2021 | 2.97% | 1.12% |
| 2020 | 2.90% | 0.69% |
| 2019 | 3.40% | 1.29% |
| 2018 | 3.74% | 0.00% |
| 2017 | 3.47% | 0.00% |
| 2016 | 1.63% | 0.00% |
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