UDIV ETF

UDIV ETF
$62.03
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Returns Overview

1 Month
+2.80%
3 Months
+1.18%
6 Months
+13.61%
YTD
+16.97%
1 Year
+23.94%
3 Years (annualized)
+20.81%
5 Years (annualized)
+11.42%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UDIV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar US Target Market Exposure Index(^MSUTMEPU)
This ETF (YTD)
+16.97%
Peer Avg (YTD)
+12.44%
vs Peers
+4.53%

UDIV ETF Performance

UDIV performance across multiple time periods: 1-month 2.80%, YTD 16.97%, 1-year 23.94%, 3-year 20.81%, 5-year 11.42%, 10-year 8.93%.

UDIV returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this ETF.

UDIV vs another fund shows side-by-side returns. UDIV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.80%N/A
3 Months+1.18%N/A
6 Months+13.61%N/A
1 Year+23.94%N/A
3 Years+20.81%N/A
5 Years+11.42%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized