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 +20.19% over the past year and +13.77% YTD, with dividends reinvested. Since Jun. 3, 2016, UDIV is up +130.04% in real purchasing-power return, or +8.48%/yr, and is currently −1.02% below its real total-return high on Aug. 13, 2026.

Data ending Thu Aug. 27, 2026

Growth of $10,000

Fri 2016-06-03💬 to Thu 2026-08-27 Overall
Return 		Exponential
Trendline
UDIV × 		+130.04%
+8.48%/yr 		+6.71%/yr
R2=0.779
Franklin U.S. Core Dividend Tilt Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2016-06-03💬 to Thu 2026-08-27 Start
Value 		End
Value
UDIV × 		$10,000.00
2016-06-03 		$23,003.55
2026-08-27

This Year’s Performance

through 2026-08-27

  YTD YoY
UDIV × 		+13.77% +20.19%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
UDIV × 		−1.02%
on 2026-08-27
from 2026-08-13 peak 		−35.40%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Thu 2026-08-27 1 yr 2 yr 3 yr 5 yr 10 yr
UDIV × 		+20.19% +39.37%
+18.06%/yr 		+77.84%
+21.15%/yr 		+59.39%
+9.77%/yr 		+124.20%
+8.41%/yr

Annual Returns

Year UDIV
2026 (YTD) +13.77%
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%