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 +14.87% over the past year and +10.99% YTD, with dividends reinvested. Since Jun. 3, 2016, UDIV is up +124.40% in real purchasing-power return, or +8.17%/yr, and is currently −3.42% below its real total-return high on Aug. 13, 2026.

Data ending Wed Sep. 16, 2026

Growth of $10,000

Fri 2016-06-03💬 to Wed 2026-09-16 Overall
Return 		Exponential
Trendline
UDIV × 		+124.40%
+8.17%/yr 		+6.78%/yr
R2=0.781
Franklin U.S. Core Dividend Tilt Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Fri 2016-06-03💬 to Wed 2026-09-16 Start
Value 		End
Value
UDIV × 		$10,000.00
2016-06-03 		$22,440.27
2026-09-16

This Year’s Performance

through 2026-09-16

  YTD YoY
UDIV × 		+10.99% +14.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
UDIV × 		−3.42%
on 2026-09-16
from 2026-08-13 peak 		−35.40%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Wed 2026-09-16 1 yr 2 yr 3 yr 5 yr 10 yr
UDIV × 		+14.87% +34.25%
+15.87%/yr 		+71.55%
+19.71%/yr 		+57.19%
+9.47%/yr 		+124.50%
+8.42%/yr

Annual Returns

Year UDIV
2026 (YTD) +10.99%
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%