UDIV vs. EVUS ETF Comparison
Comparison of Franklin U.S. Core Dividend Tilt Index ETF (UDIV) to iShares ESG Aware MSCI USA Value ETF (EVUS)
UDIV
Franklin U.S. Core Dividend Tilt Index ETF
UDIV Description
The investment seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the LibertyQ Global Dividend Index. The fund invests at least 80% of its assets in the component securities of the index and in depositary receipts representing such securities. The index includes stocks from developed and emerging market countries with high and persistent dividend income that have favorable exposure to a quality investment style factor.
Grade (RS Rating)
Last Trade
$46.42
Average Daily Volume
4,741
Number of Holdings
*
277
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.74
Average Daily Volume
1,444
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | UDIV | EVUS |
|---|---|---|
| 30 Days | 2.89% | 2.65% |
| 60 Days | 4.78% | 3.47% |
| 90 Days | 6.71% | 6.09% |
| 12 Months | 35.02% | 29.50% |
126 Overlapping Holdings
| Symbol | Grade | Weight in UDIV | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| ABBV | D | 0.97% | 0.92% | 0.92% | |
| ABT | B | 0.48% | 0.24% | 0.24% | |
| ACN | C | 0.45% | 0.56% | 0.45% | |
| ADI | D | 0.52% | 0.27% | 0.27% | |
| ADP | B | 0.13% | 1.24% | 0.13% | |
| AMGN | D | 0.62% | 0.74% | 0.62% | |
| AMT | D | 0.35% | 0.59% | 0.35% | |
| APD | A | 0.18% | 0.11% | 0.11% | |
| AVGO | D | 1.72% | 2.9% | 1.72% | |
| BAC | A | 0.65% | 1.33% | 0.65% | |
| BBY | D | 0.11% | 0.28% | 0.11% | |
| BK | A | 0.33% | 0.74% | 0.33% | |
| BKR | B | 0.18% | 0.31% | 0.18% | |
| BLK | C | 0.87% | 0.31% | 0.31% | |
| BMY | B | 0.69% | 0.42% | 0.42% | |
| BR | A | 0.11% | 0.73% | 0.11% | |
| BXP | D | 0.07% | 0.12% | 0.07% | |
| C | A | 0.82% | 0.69% | 0.69% | |
| CAG | D | 0.07% | 0.09% | 0.07% | |
| CAH | B | 0.02% | 0.31% | 0.02% | |
| CAT | B | 0.1% | 0.75% | 0.1% | |
| CCI | D | 0.24% | 0.6% | 0.24% | |
| CLX | B | 0.12% | 0.43% | 0.12% | |
| CMCSA | B | 0.36% | 0.4% | 0.36% | |
| CMI | A | 0.3% | 0.78% | 0.3% | |
| CMS | C | 0.11% | 0.38% | 0.11% | |
| CNH | C | 0.06% | 0.24% | 0.06% | |
| COP | C | 0.25% | 0.82% | 0.25% | |
| CPB | D | 0.05% | 0.12% | 0.05% | |
| CSCO | B | 0.86% | 1.01% | 0.86% | |
| CVS | D | 0.39% | 0.09% | 0.09% | |
| CVX | A | 1.12% | 1.26% | 1.12% | |
| D | C | 0.27% | 0.28% | 0.27% | |
| DFS | B | 0.14% | 0.45% | 0.14% | |
| DG | F | 0.03% | 0.06% | 0.03% | |
| DIS | B | 0.13% | 0.88% | 0.13% | |
| DLR | B | 0.32% | 0.47% | 0.32% | |
| DOW | F | 0.19% | 0.1% | 0.1% | |
| ED | D | 0.19% | 0.25% | 0.19% | |
| EIX | B | 0.19% | 0.28% | 0.19% | |
| EQIX | A | 0.21% | 0.61% | 0.21% | |
| ES | D | 0.12% | 0.23% | 0.12% | |
| ETN | A | 0.41% | 0.29% | 0.29% | |
| EXC | C | 0.22% | 0.35% | 0.22% | |
| FANG | D | 0.21% | 0.11% | 0.11% | |
| FDX | B | 0.08% | 0.23% | 0.08% | |
| FIS | C | 0.02% | 0.25% | 0.02% | |
| GEN | B | 0.07% | 0.11% | 0.07% | |
| GILD | C | 0.63% | 0.96% | 0.63% | |
| GIS | D | 0.2% | 0.6% | 0.2% | |
| GS | A | 0.44% | 0.84% | 0.44% | |
| HBAN | A | 0.16% | 0.29% | 0.16% | |
| HD | A | 1.06% | 2.07% | 1.06% | |
| HON | B | 0.18% | 0.86% | 0.18% | |
| HPE | B | 0.1% | 0.35% | 0.1% | |
| HPQ | B | 0.23% | 0.17% | 0.17% | |
| HRL | D | 0.05% | 0.12% | 0.05% | |
| HUBB | B | 0.06% | 0.14% | 0.06% | |
| IBM | C | 0.81% | 1.17% | 0.81% | |
| IFF | D | 0.13% | 0.12% | 0.12% | |
| INTC | D | 0.41% | 0.57% | 0.41% | |
| IP | B | 0.12% | 0.16% | 0.12% | |
| IPG | D | 0.06% | 0.08% | 0.06% | |
| IRM | D | 0.17% | 0.34% | 0.17% | |
| ITW | B | 0.43% | 0.1% | 0.1% | |
| JCI | C | 0.23% | 0.38% | 0.23% | |
| JNJ | D | 1.16% | 1.43% | 1.16% | |
| JNPR | F | 0.07% | 0.11% | 0.07% | |
| JPM | A | 1.35% | 2.81% | 1.35% | |
| K | A | 0.12% | 0.89% | 0.12% | |
| KHC | F | 0.16% | 0.26% | 0.16% | |
| KMB | D | 0.26% | 0.36% | 0.26% | |
| KMI | A | 0.32% | 0.81% | 0.32% | |
| KO | D | 0.74% | 1.67% | 0.74% | |
| LIN | D | 0.14% | 0.49% | 0.14% | |
| LKQ | D | 0.06% | 0.39% | 0.06% | |
| LOW | D | 0.27% | 0.74% | 0.27% | |
| LYB | F | 0.13% | 0.08% | 0.08% | |
| MCD | D | 0.23% | 0.63% | 0.23% | |
| MET | A | 0.11% | 0.52% | 0.11% | |
| MMM | D | 0.36% | 0.6% | 0.36% | |
| MRK | F | 0.71% | 0.52% | 0.52% | |
| MS | A | 0.94% | 1.07% | 0.94% | |
| MU | D | 0.2% | 0.41% | 0.2% | |
| NEE | D | 0.11% | 0.82% | 0.11% | |
| NEM | D | 0.01% | 0.28% | 0.01% | |
| NI | A | 0.09% | 0.67% | 0.09% | |
| NKE | D | 0.13% | 0.08% | 0.08% | |
| NTAP | C | 0.14% | 0.1% | 0.1% | |
| NTRS | A | 0.13% | 0.16% | 0.13% | |
| NXPI | D | 0.35% | 0.52% | 0.35% | |
| OKE | A | 0.38% | 0.77% | 0.38% | |
| ORCL | B | 0.5% | 1.31% | 0.5% | |
| PAYX | C | 0.26% | 0.12% | 0.12% | |
| PEG | A | 0.16% | 0.96% | 0.16% | |
| PEP | F | 0.57% | 0.84% | 0.57% | |
| PFE | D | 0.66% | 0.55% | 0.55% | |
| PFG | D | 0.12% | 0.12% | 0.12% | |
| PG | A | 0.78% | 1.5% | 0.78% | |
| PLD | D | 0.43% | 0.3% | 0.3% | |
| PNC | B | 0.5% | 0.62% | 0.5% | |
| PRU | A | 0.28% | 1.02% | 0.28% | |
| PSA | D | 0.29% | 0.11% | 0.11% | |
| PSX | C | 0.22% | 0.33% | 0.22% | |
| QCOM | F | 0.74% | 0.63% | 0.63% | |
| ROK | B | 0.2% | 0.13% | 0.13% | |
| RTX | C | 0.18% | 0.79% | 0.18% | |
| SBUX | A | 0.3% | 0.37% | 0.3% | |
| SLB | C | 0.06% | 0.28% | 0.06% | |
| STT | A | 0.18% | 0.18% | 0.18% | |
| SYY | B | 0.17% | 0.09% | 0.09% | |
| T | A | 0.79% | 0.38% | 0.38% | |
| TAP | C | 0.05% | 0.33% | 0.05% | |
| TFC | A | 0.38% | 0.24% | 0.24% | |
| TGT | F | 0.28% | 0.43% | 0.28% | |
| TSCO | D | 0.04% | 0.23% | 0.04% | |
| TXN | C | 0.85% | 1.47% | 0.85% | |
| UNH | C | 0.87% | 2.04% | 0.87% | |
| UPS | C | 0.57% | 0.32% | 0.32% | |
| USB | A | 0.47% | 0.28% | 0.28% | |
| VLO | C | 0.08% | 0.23% | 0.08% | |
| VZ | C | 0.77% | 0.79% | 0.77% | |
| WELL | A | 0.12% | 0.46% | 0.12% | |
| WFC | A | 0.42% | 0.28% | 0.28% | |
| WMB | A | 0.41% | 0.16% | 0.16% | |
| XOM | B | 1.35% | 1.54% | 1.35% |
UDIV Overweight 151 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | C | 6.83% | |
| AAPL | C | 6.17% | |
| MSFT | F | 6.07% | |
| AMZN | C | 3.48% | |
| META | D | 2.13% | |
| GOOGL | C | 1.92% | |
| GOOG | C | 1.73% | |
| TSLA | B | 1.48% | |
| LLY | F | 1.21% | |
| PM | B | 0.86% | |
| BX | A | 0.76% | |
| NFLX | A | 0.64% | |
| MDT | D | 0.56% | |
| MO | A | 0.56% | |
| SO | D | 0.53% | |
| CRM | B | 0.51% | |
| DUK | C | 0.49% | |
| NOW | A | 0.47% | |
| INTU | C | 0.47% | |
| CME | A | 0.46% | |
| AMD | F | 0.43% | |
| APO | B | 0.4% | |
| AMAT | F | 0.38% | |
| ADBE | C | 0.35% | |
| LRCX | F | 0.34% | |
| V | A | 0.34% | |
| SPG | B | 0.33% | |
| PLTR | B | 0.31% | |
| CRWD | B | 0.3% | |
| KLAC | D | 0.3% | |
| UNP | C | 0.3% | |
| AEP | D | 0.29% | |
| ANET | C | 0.28% | |
| UBER | D | 0.28% | |
| MELI | D | 0.28% | |
| O | D | 0.28% | |
| FAST | B | 0.27% | |
| F | C | 0.27% | |
| PANW | C | 0.27% | |
| COST | B | 0.26% | |
| KVUE | A | 0.23% | |
| MA | C | 0.23% | |
| MSCI | C | 0.23% | |
| MTB | A | 0.22% | |
| EMR | A | 0.22% | |
| GLW | B | 0.21% | |
| XEL | A | 0.21% | |
| EXR | D | 0.2% | |
| MCHP | D | 0.2% | |
| VICI | C | 0.19% | |
| FITB | A | 0.19% | |
| VRT | B | 0.18% | |
| WEC | A | 0.18% | |
| AVB | B | 0.18% | |
| GRMN | B | 0.18% | |
| ETR | B | 0.18% | |
| ARES | A | 0.18% | |
| TROW | B | 0.16% | |
| DVN | F | 0.16% | |
| KKR | A | 0.16% | |
| SW | A | 0.16% | |
| RF | A | 0.15% | |
| ISRG | A | 0.14% | |
| VTR | C | 0.14% | |
| CDNS | B | 0.14% | |
| CINF | A | 0.14% | |
| EQR | B | 0.14% | |
| DTE | C | 0.14% | |
| PPL | B | 0.14% | |
| EBAY | D | 0.13% | |
| CFG | B | 0.13% | |
| COIN | C | 0.13% | |
| MPWR | F | 0.12% | |
| INVH | D | 0.12% | |
| DRI | B | 0.12% | |
| CTRA | B | 0.12% | |
| CMG | B | 0.12% | |
| FE | C | 0.12% | |
| MRVL | B | 0.12% | |
| PKG | A | 0.12% | |
| ESS | B | 0.11% | |
| ZS | C | 0.11% | |
| TSN | B | 0.11% | |
| GPC | D | 0.11% | |
| SNA | A | 0.11% | |
| LUV | C | 0.11% | |
| STX | D | 0.11% | |
| OMC | C | 0.11% | |
| DASH | A | 0.11% | |
| KEY | B | 0.11% | |
| WSO | A | 0.11% | |
| SNPS | B | 0.11% | |
| ALL | A | 0.1% | |
| VTRS | A | 0.1% | |
| ARE | D | 0.1% | |
| KIM | A | 0.1% | |
| DELL | C | 0.1% | |
| MAA | B | 0.1% | |
| SUI | D | 0.09% | |
| DOC | D | 0.09% | |
| AMCR | D | 0.09% | |
| LNT | A | 0.09% | |
| DDOG | A | 0.09% | |
| FNF | B | 0.09% | |
| EWBC | A | 0.09% | |
| BAX | D | 0.09% | |
| EL | F | 0.09% | |
| UDR | B | 0.08% | |
| SWK | D | 0.08% | |
| AXON | A | 0.08% | |
| LVS | C | 0.08% | |
| EVRG | A | 0.08% | |
| SWKS | F | 0.08% | |
| EOG | A | 0.07% | |
| SJM | D | 0.07% | |
| WPC | D | 0.07% | |
| CG | A | 0.07% | |
| NSC | B | 0.07% | |
| REG | B | 0.07% | |
| EMN | D | 0.07% | |
| HST | C | 0.07% | |
| CPT | B | 0.07% | |
| ELS | C | 0.07% | |
| AES | F | 0.06% | |
| WDAY | B | 0.06% | |
| SCCO | F | 0.06% | |
| APA | D | 0.06% | |
| HUBS | A | 0.06% | |
| SNOW | C | 0.06% | |
| TTD | B | 0.06% | |
| NET | B | 0.06% | |
| GD | F | 0.06% | |
| MDB | C | 0.05% | |
| APH | A | 0.05% | |
| BEN | C | 0.04% | |
| SQ | B | 0.04% | |
| WBA | F | 0.04% | |
| RPRX | D | 0.04% | |
| ENTG | D | 0.04% | |
| CRBG | B | 0.04% | |
| WMT | A | 0.03% | |
| AEE | A | 0.03% | |
| SMCI | F | 0.03% | |
| AGR | B | 0.02% | |
| SYK | C | 0.02% | |
| OKTA | C | 0.02% | |
| DT | C | 0.02% | |
| TT | A | 0.02% | |
| TER | D | 0.02% | |
| SIRI | C | 0.01% | |
| BSY | D | 0.01% |
UDIV Underweight 108 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -1.19% | |
| AXP | A | -0.9% | |
| CRH | A | -0.76% | |
| DHR | F | -0.7% | |
| SPGI | C | -0.65% | |
| ELV | F | -0.65% | |
| ECL | D | -0.64% | |
| PNR | A | -0.63% | |
| CI | F | -0.58% | |
| EXPD | D | -0.51% | |
| COR | B | -0.49% | |
| HIG | B | -0.47% | |
| SYF | B | -0.47% | |
| TRV | B | -0.46% | |
| FERG | B | -0.43% | |
| ZTS | D | -0.43% | |
| DE | A | -0.43% | |
| EA | A | -0.41% | |
| XYL | D | -0.41% | |
| KR | B | -0.41% | |
| SCHW | B | -0.4% | |
| CARR | D | -0.4% | |
| CHRW | C | -0.4% | |
| NOC | D | -0.4% | |
| PGR | A | -0.39% | |
| OVV | B | -0.39% | |
| NDAQ | A | -0.38% | |
| FI | A | -0.38% | |
| FLUT | A | -0.36% | |
| KEYS | A | -0.35% | |
| CBRE | B | -0.35% | |
| ANSS | B | -0.35% | |
| PPG | F | -0.34% | |
| BG | F | -0.32% | |
| STE | F | -0.3% | |
| DGX | A | -0.3% | |
| HCA | F | -0.3% | |
| COO | D | -0.3% | |
| DAL | C | -0.3% | |
| CHD | B | -0.29% | |
| FTV | C | -0.27% | |
| URI | B | -0.27% | |
| WY | D | -0.26% | |
| NUE | C | -0.25% | |
| PYPL | B | -0.24% | |
| MMC | B | -0.24% | |
| ZBH | C | -0.23% | |
| AFL | B | -0.23% | |
| GEV | B | -0.23% | |
| FBIN | D | -0.23% | |
| REGN | F | -0.22% | |
| LH | C | -0.22% | |
| WTRG | B | -0.21% | |
| J | F | -0.21% | |
| KDP | D | -0.21% | |
| OC | A | -0.21% | |
| TRMB | B | -0.2% | |
| AIZ | A | -0.2% | |
| A | D | -0.19% | |
| FDS | B | -0.19% | |
| COF | B | -0.18% | |
| TJX | A | -0.18% | |
| CNC | D | -0.18% | |
| MRO | B | -0.18% | |
| IEX | B | -0.17% | |
| EQT | B | -0.16% | |
| ACGL | D | -0.16% | |
| DHI | D | -0.16% | |
| JBHT | C | -0.16% | |
| IR | B | -0.15% | |
| TWLO | A | -0.15% | |
| TFX | F | -0.15% | |
| ALLE | D | -0.15% | |
| HOLX | D | -0.14% | |
| WTW | B | -0.14% | |
| MKC | D | -0.14% | |
| PHM | D | -0.13% | |
| FOX | A | -0.13% | |
| CB | C | -0.13% | |
| AKAM | D | -0.12% | |
| HII | D | -0.12% | |
| LDOS | C | -0.11% | |
| ADM | D | -0.11% | |
| TMO | F | -0.11% | |
| SOLV | C | -0.11% | |
| CBOE | B | -0.11% | |
| AZPN | A | -0.11% | |
| WDC | D | -0.11% | |
| MKTX | D | -0.11% | |
| STLD | B | -0.11% | |
| CCK | C | -0.1% | |
| DD | D | -0.1% | |
| BALL | D | -0.1% | |
| HUM | C | -0.1% | |
| BIIB | F | -0.1% | |
| RMD | C | -0.1% | |
| FSLR | F | -0.1% | |
| DOV | A | -0.1% | |
| ICE | C | -0.1% | |
| MDLZ | F | -0.09% | |
| TTC | D | -0.09% | |
| AVTR | F | -0.09% | |
| KMX | B | -0.09% | |
| ULTA | F | -0.09% | |
| AVY | D | -0.09% | |
| STZ | D | -0.09% | |
| GEHC | F | -0.09% | |
| DLTR | F | -0.06% |
UDIV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Asset Management
Semiconductors
Banks - Regional - US
REIT - Residential
Drug Manufacturers - Major
Packaged Foods
Diversified Industrials
Oil & Gas E&P
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Banks - Global
Business Services
Household & Personal Products
Semiconductor Equipment & Materials
Discount Stores
Packaging & Containers
REIT - Diversified
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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