UDIV vs SIXS
Comparison between FRANKLIN U.S. CORE DIVIDEND TILT INDEX ETF (UDIV, ETF) and ETC 6 MERIDIAN SMALL CAP EQUITY ETF (SIXS, ETF).
5-Year PerformanceUDIV has outperformed SIXS, delivering a return of +14.2% compared to +6.4%
UDIV vs SIXS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UDIV
$138M
Winner
SIXS
$138M
Expense Ratio
Winner
UDIV
0.06%
SIXS
0.50%
Max Drawdown
UDIV
35.46%
Winner
SIXS
28.40%
Sharpe Ratio
UDIV
1.50
Winner
SIXS
1.53
5Y Beta
UDIV
0.97
Winner
SIXS
0.60
P/E Ratio
UDIV
26.32
Winner
SIXS
15.01
Forward P/E
UDIV
19.46
Winner
SIXS
12.16
PEG Ratio
UDIV
0.27
SIXS
N/A
5Y Dividends CAGR
UDIV
-5.62%
Winner
SIXS
24.58%
5Y EPS CAGR
Winner
UDIV
23.27%
SIXS
10.76%
Debt to Equity
Winner
UDIV
26.34%
SIXS
56.99%
P/S Ratio
UDIV
3.52
Winner
SIXS
0.90
P/B Ratio
UDIV
4.86
Winner
SIXS
1.72
UDIV vs SIXS - Holdings Comparison
UDIV and SIXS have 1 common holdings. Overlap is 0.00%
UDIV's top 25 holdings weight is 50.50%. SIXS's top 25 holdings weight is 40.09%.
| Rank | UDIV | SIXS |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.13% | HORACE MANN EDUCATORS CORP (HMN) - 2.54% |
| #2 | APPLE INC (AAPL) - 7.01% | ENACT HOLDINGS INC (ACT) - 2.26% |
| #3 | MICROSOFT CORP (MSFT) - 4.59% | HCI GROUP INC (HCI) - 2.16% |
| #4 | AMAZON.COM INC (AMZN) - 3.76% | INNOVIVA INC (INVA) - 2.03% |
| #5 | BROADCOM INC (AVGO) - 3.09% | CAL-MAINE FOODS INC (CALM) - 1.92% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.08% | ENOVA INTERNATIONAL INC (ENVA) - 1.75% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.46% | PROGYNY INC (PGNY) - 1.74% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.16% | PITNEY BOWES INC (PBI) - 1.70% |
| #9 | TESLA INC (TSLA) - 1.72% | WORLD ACCEPTANCE CORP (WRLD) - 1.58% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.68% | STONEX GROUP INC (SNEX) - 1.58% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.45% | PAYONEER GLOBAL INC (PAYO) - 1.56% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.39% | NETSCOUT SYSTEMS INC (NTCT) - 1.49% |
| #13 | ELI LILLY AND CO (LLY) - 1.26% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.47% |
| #14 | THE HOME DEPOT INC (HD) - 0.92% | SCANSOURCE INC (SCSC) - 1.44% |
| #15 | ABBVIE INC (ABBV) - 0.91% | CARS.COM INC (CARS) - 1.42% |
| #16 | MORGAN STANLEY (MS) - 0.91% | EZCORP INC REGISTERED SHS -A- NON VTG (EZPW) - 1.41% |
| #17 | CHEVRON CORP (CVX) - 0.88% | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.39% |
| #18 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.86% | PEDIATRIX MEDICAL GROUP INC (MD) - 1.38% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.81% | PROTAGONIST THERAPEUTICS INC (PTGX) - 1.38% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.78% | CATALYST PHARMACEUTICALS INC (CPRX) - 1.34% |
| #21 | CISCO SYSTEMS INC (CSCO) - 0.76% | PTC THERAPEUTICS INC (PTCT) - 1.33% |
| #22 | VERIZON COMMUNICATIONS INC (VZ) - 0.75% | n/a (HRMY) - 1.32% |
| #23 | APPLIED MATERIALS INC (AMAT) - 0.73% | n/a (INDV) - 1.31% |
| #24 | INTEL CORP (INTC) - 0.71% | WHITESTONE REIT (WSR) - 1.31% |
| #25 | TEXAS INSTRUMENTS INC (TXN) - 0.70% | TOMPKINS FINANCIAL CORP (TMP) - 1.28% |
| Total Holdings | 284 | 85 |
UDIV vs SIXS - Historical Returns
Returns include dividend reinvestment.
1M
UDIV
+0.21%
Winner
SIXS
+6.80%
3M
UDIV
+7.91%
Winner
SIXS
+7.96%
6M
Winner
UDIV
+13.36%
SIXS
+13.08%
1Y
UDIV
+24.39%
Winner
SIXS
+26.98%
5Y(CAGR)
Winner
UDIV
+14.24%
SIXS
+6.37%
10Y(CAGR)
UDIV
+11.65%
SIXS
N/A
Max(CAGR)
UDIV
+11.79%
Winner
SIXS
+15.69%
UDIV vs SIXS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | UDIV | SIXS |
|---|---|---|
| 2026 | +14.08% | +18.24% |
| 2025 | +19.12% | +4.77% |
| 2024 | +26.15% | +5.63% |
| 2023 | +25.55% | +14.70% |
| 2022 | -15.10% | -18.72% |
| 2021 | +20.42% | +40.38% |
| 2020 | +4.76% | +43.41% |
| 2019 | +24.49% | N/A |
| 2018 | -8.74% | N/A |
| 2017 | +16.84% | N/A |
| 2016 | +0.96% | N/A |
UDIV vs SIXS Drawdown Comparison
The maximum drawdown for UDIV was -35.20%, occurring on Mar 23, 2020. Recovery took 210 trading sessions.
The maximum drawdown for SIXS was -27.68%, occurring on Sep 30, 2022. Recovery took 644 trading sessions.
The current UDIV drawdown is -1.35%. The current SIXS drawdown is -1.09%.
| Rank | UDIV | SIXS |
|---|---|---|
| #1 | -35.20% Jan 17, 2020 - Nov 16, 2020 | -27.68% Jan 4, 2022 - Jul 30, 2024 |
| #2 | -23.18% Jan 12, 2022 - Dec 8, 2023 | -19.95% Nov 29, 2024 - Dec 11, 2025 |
| #3 | -19.19% Feb 19, 2025 - Jun 24, 2025 | -17.69% Jun 8, 2020 - Nov 10, 2020 |
| #4 | -16.10% Jan 26, 2018 - Jun 20, 2019 | -8.87% Jul 30, 2024 - Nov 6, 2024 |
| #5 | -8.44% Feb 9, 2026 - Apr 14, 2026 | -8.10% Jun 8, 2021 - Oct 14, 2021 |
| #6 | -8.16% Jul 16, 2024 - Aug 30, 2024 | -7.58% Mar 12, 2021 - May 7, 2021 |
| #7 | -6.47% Jul 24, 2019 - Oct 15, 2019 | -7.47% Nov 16, 2021 - Jan 4, 2022 |
| #8 | -6.26% Aug 11, 2016 - Feb 3, 2017 | -7.16% Feb 17, 2026 - Apr 17, 2026 |
| #9 | -5.53% Mar 28, 2024 - May 14, 2024 | -5.61% May 11, 2020 - May 18, 2020 |
| #10 | -5.52% Jun 23, 2016 - Jul 15, 2016 | -4.55% Apr 28, 2026 - Jun 10, 2026 |
| #11 | -5.33% Oct 28, 2025 - Dec 10, 2025 | -3.90% May 7, 2021 - May 14, 2021 |
| #12 | -5.29% Nov 16, 2021 - Dec 23, 2021 | -3.30% Oct 25, 2021 - Nov 1, 2021 |
| #13 | -4.71% Sep 3, 2021 - Nov 3, 2021 | -3.25% Jan 22, 2021 - Feb 3, 2021 |
| #14 | -4.48% Jun 2, 2026 - Jun 10, 2026 | -3.23% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -4.43% Jun 8, 2016 - Jun 23, 2016 | -3.00% Feb 24, 2021 - Mar 5, 2021 |
Correlation
Correlation between UDIV and SIXS is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2016 - 2026)
UDIV vs SIXS dividend yield comparison.
| Year | UDIV | SIXS |
|---|---|---|
| 2026 | 0.70% | 0.95% |
| 2025 | 1.53% | 1.62% |
| 2024 | 2.05% | 1.09% |
| 2023 | 1.91% | 1.60% |
| 2022 | 3.20% | 1.37% |
| 2021 | 2.97% | 0.94% |
| 2020 | 2.90% | 0.45% |
| 2019 | 3.40% | 0.00% |
| 2018 | 3.74% | 0.00% |
| 2017 | 3.47% | 0.00% |
| 2016 | 1.63% | 0.00% |
Select Stocks to Compare
Popular: UDIV vs SPYSIXS vs SPY
More Comparisons
Compare with similar stocks