UDIV ETF

$62.04

Returns Overview

1 Month
-0.98%
3 Months
+16.73%
6 Months
+14.01%
YTD
+13.63%
1 Year
+26.69%
3 Years (annualized)
+22.66%
5 Years (annualized)
+14.14%
10 Years (annualized)
+11.84%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Morningstar US Target Market Exposure Index(^MSUTMEPU)
This ETF (YTD)
+13.63%
Peer Avg (YTD)
+9.49%
vs Peers
+4.14%

UDIV ETF Performance

UDIV performance across multiple time periods: 1-month -0.98%, YTD 13.63%, 1-year 26.69%, 3-year 22.66%, 5-year 14.14%, 10-year 11.84%.

UDIV returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.98%N/A
3 Months+16.73%N/A
6 Months+14.01%N/A
1 Year+26.69%N/A
3 Years+22.66%N/A
5 Years+14.14%N/A

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