All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

UDIV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

UDIV real return snapshot: after CPI-U inflation, UDIV returned +16.56% over the past year and +14.13% YTD, with dividends reinvested. Since Jun. 3, 2016, UDIV is up +130.75% in real purchasing-power return, or +8.42%/yr, and is currently −0.69% below its real total-return high on Aug. 13, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Fri 2016-06-03💬 to Wed 2026-10-07 Overall
Return 		Exponential
Trendline
UDIV × 		+130.75%
+8.42%/yr 		+6.85%/yr
R2=0.784
Franklin U.S. Core Dividend Tilt Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2016-06-03💬 to Wed 2026-10-07 Start
Value 		End
Value
UDIV × 		$10,000.00
2016-06-03 		$23,075.16
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
UDIV × 		+14.13% +16.56%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
UDIV × 		−0.69%
on 2026-10-07
from 2026-08-13 peak 		−35.40%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Wed 2026-10-07 1 yr 2 yr 3 yr 5 yr 10 yr
UDIV × 		+16.56% +36.52%
+16.84%/yr 		+82.91%
+22.30%/yr 		+64.54%
+10.47%/yr 		+129.01%
+8.64%/yr

Annual Returns

Year UDIV
2026 (YTD) +14.13%
2025 +15.90%
2024 +23.01%
2023 +21.15%
2022 −20.16%
2021 +11.80%
2020 +4.12%
2019 +21.81%
2018 −10.54%
2017 +15.01%
2016 +0.49%