UDIV vs NFTY
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF (NFTY, ETF).
5-Year PerformanceUDIV has outperformed NFTY, delivering a return of +13.7% compared to +5.0%
UDIV vs NFTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UDIV vs NFTY - Historical Returns
Returns include dividend reinvestment.
UDIV vs NFTY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | NFTY |
|---|---|---|
| 2026 | +13.10% | -9.33% |
| 2025 | +19.12% | +3.36% |
| 2024 | +26.15% | +4.68% |
| 2023 | +25.55% | +23.54% |
| 2022 | -15.10% | -5.37% |
| 2021 | +20.42% | +24.73% |
| 2020 | +4.76% | +8.43% |
| 2019 | +24.49% | +1.27% |
| 2018 | -8.74% | -1.51% |
| 2017 | +16.84% | +21.71% |
| 2016 | +0.96% | +13.47% |
| 2015 | N/A | -17.96% |
| 2014 | N/A | +14.73% |
| 2013 | N/A | +7.78% |
| 2012 | N/A | -4.33% |
UDIV vs NFTY Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for NFTY was -47.66%, occurring on Mar 23, 2020. Recovery took 685 trading sessions.
The current UDIV drawdown is -2.20%. The current NFTY drawdown is -16.60%.
| Rank | UDIV | NFTY |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -47.66% Apr 16, 2018 - Jan 4, 2021 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -37.70% Apr 27, 2015 - Jan 17, 2018 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -21.54% Sep 27, 2024 - Mar 30, 2026 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -19.09% Oct 14, 2021 - Jul 5, 2023 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -14.83% Jul 23, 2014 - Apr 6, 2015 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -14.52% Feb 28, 2012 - May 2, 2013 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -9.44% May 8, 2013 - Sep 19, 2013 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -8.34% Jan 26, 2018 - Mar 21, 2018 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -8.28% Mar 11, 2021 - May 7, 2021 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -7.81% Sep 20, 2013 - Apr 8, 2014 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -6.75% Jan 13, 2021 - Feb 2, 2021 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -5.68% Sep 11, 2023 - Nov 17, 2023 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -5.41% Jun 3, 2024 - Jun 12, 2024 |
| #14 | -4.48% Jun 2, 2026 - Jun 10, 2026 | -4.56% Mar 8, 2024 - May 23, 2024 |
| #15 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -4.48% Jul 31, 2024 - Aug 30, 2024 |
Correlation
Correlation between UDIV and NFTY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2013 - 2026)
UDIV vs NFTY dividend yield comparison.
| Year | UDIV | NFTY |
|---|---|---|
| 2026 | 0.32% | 0.58% |
| 2025 | 1.53% | 1.24% |
| 2024 | 2.05% | 1.61% |
| 2023 | 1.91% | 0.13% |
| 2022 | 3.20% | 5.89% |
| 2021 | 2.97% | 1.53% |
| 2020 | 2.90% | 0.61% |
| 2019 | 3.40% | 0.97% |
| 2018 | 3.74% | 0.00% |
| 2017 | 3.47% | 4.10% |
| 2016 | 1.63% | 3.28% |
| 2015 | 0.00% | 4.39% |
| 2014 | 0.00% | 0.52% |
| 2013 | 0.00% | 1.72% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks