Compare · 2 funds side by side · dividends reinvested

UDIV and VOO

UDIVFranklin Templeton×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,424UDIV · best of the two

02 / 04

UDIV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Franklin U.S. Core Dividend Tilt Index ETFIncome · Dividend stocks0.06%1.41%+16.8%+17.0%+26.8%+14.2%−8.4%13.1%$157M1.3

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: UDIV 2016 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Franklin U.S. Core Dividend Tilt Index ETF · $157M$19,424

UDIV

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 73.7% in common

UDIVMeasureVOO

+16.8%Year to dateJan 1 → Nov 4+13.4%

+17.0%1 yearTotal return+13.5%

+26.8%3 years · per year$10,000 became $20,378 · $19,172+24.2%

+14.2%5 years · per year$10,000 became $19,424 · $18,115+12.6%

0.06%Expense ratio$6 · $3 a year on $10k · lower is better0.03%

1.41%Trailing 12-mo yield$141 · $105 a year on $10k1.05%

−8.4%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer12.8%

UDIVVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2UDIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UDIV vs VOO: Top 5 Holdings

Today

UDIV

26.9%in top 5

VOO

in top 528.3%

UDIVStockVOO

7.1%NVDA8.4%

7.3%AAPL7.4%

6.1%MSFT5.8%

3.8%AMZN3.7%

not top 5GOOGL3.1%

2.6%AVGOnot top 5

Held in common73.7%

End-of-day Nov 4, 2026 · share of each fund

UDIV vs VOO Returns, Every Period

Franklin TempletonUDIV

+14.2%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

UDIVVOOFaded: behind in that period

4–0UDIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Core: UDIV vs VOO

YTD

Franklin TempletonUDIV

+16.8%

VOOVanguard

+13.4%

+16.8%Year to date+13.4%

−8.4%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y12.8%

1.4%Yield1.1%

$157MAssets$1.00T

3–1UDIV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UDIV, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

UDIV0.06%$6

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: UDIV, VOO

1.41%highest, UDIV

FundTrailing yieldYield$10k

UDIV1.41%$141

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$135most kept, UDIV

UDIV$141 − $6 = $135

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: UDIV, VOO

Today

73.7%most shared, UDIV and VOO

UDIVVOO

UDIV—73.7%

VOO73.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.0%UDIV, at 13.1% volatility

VOOWorst drop−8.9%12.8% vol

UDIVWorst drop−8.4%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

UDIVVOO

+16.8%Year to date+13.4%

1.4%Yield1.1%

+17.0%Past year+13.5%

0.06%Fee0.03%

3–1UDIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026