VS
CI U.S. Minimum Downside Volatility Index ETF (CUDV) and CI S&P US Dividend Aristocrats ESG Index ETF (IUAE) offer distinct profiles for Canadian ETF investors. A direct comparison shows that CUDV focuses its top 3 sector exposures on Technology, Industrials, and Healthcare, while IUAE leans towards Consumer Non-Cyclicals, Technology, and Industrials. When evaluating costs, CUDV features a management fee (MER) of 0.3%, compared to 0.3% for IUAE. Performance-wise, CUDV has returned 6.56% year-to-date with -$0 M in net flows, whereas IUAE is at 20.68% with -$1 M. Use the comparison tool below to benchmark these funds across top 10 holdings, yield, sector weights and historical returns.
NAV Performance and Flows
Key Data
Compare
CUDV
IUAE
| AuM | $6.82 M | $1.44 M |
| Management Fees | 0.30% | 0.30% |
| Exp. ratio | 0.34% | 0.34% |
| Tracking Difference | 0.17% | -0.81% |
Historical performance and flows
As of November 2, 2026
| 1M | 3M | YTD | 1Y | 3Y | ||
|---|---|---|---|---|---|---|
| Perf. | CUDV | +8.16% | +2.79% | +6.56% | +8.04% | +45.57% |
IUAE | +6.01% | +4.65% | +20.68% | +20.60% | +54.07% | |
| Flows | CUDV | +$0 M | -$1 M | -$0 M | -$0 M | -$3 M |
IUAE | +$0 M | +$0 M | -$1 M | -$1 M | -$4 M |
CUDV vs IUAE exposure
Countries
CUDV
USA
100.57%
IUAE
USA
93.17%
Sectors
CUDV
Technology
15.86%
Industrials
14.24%
Healthcare
13.85%
Consumer Non-Cyclicals
13.68%
Finance
13.23%
Business Services
9.61%
Other
19.52%
IUAE
Consumer Non-Cyclicals
23.36%
Technology
20.35%
Industrials
12.70%
Healthcare
11.84%
Non-Energy Materials
9.16%
Other
22.59%
As of November 2, 2026
Top 10 Holdings
CUDV
Apple, Inc.
7.16%
Johnson & Johnson
6.14%
Verizon Communications, Inc.
5.38%
Microsoft Corp.
5.27%
RTX Corp.
5.12%
Waste Management, Inc.
4.90%
Berkshire Hathaway, Inc.
4.70%
Lockheed Martin Corp.
4.57%
Cencora, Inc.
4.55%
The Coca-Cola Co.
4.38%
IUAE
Microsoft Corp.
5.48%
ExxonMobil Holdings Corp.
4.39%
The Coca-Cola Co.
4.39%
AbbVie, Inc.
4.31%
Costco Wholesale Corp.
4.09%
Procter & Gamble Co.
4.06%
Walmart, Inc.
3.96%
Texas Instruments Incorporated
3.92%
Caterpillar, Inc.
3.80%
Linde Plc
3.38%
Diversification
CUDV
Total weight of top 10 holdings out of 122 total
52.16%
IUAE
Total weight of top 10 holdings out of 105 total
41.77%
Characteristics
Compare
CUDV
IUAE
| Provider | CI | CI |
| Management | Passively managed | Passively managed |
| Benchmark | Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD | S&P High Yield Dividend Aristocrats Screened FMC Weighted Index TR - CAD |
| Replication Method | Direct (Physical) | Direct (Physical) |
| Asset Class | Equity | Equity |
| Dividend Policy | Distributing | Distributing |
| Trailing 12m distribution yield | 1.40% | 1.32% |
| Meets ESG criteria | No | Yes |
| Inception Date | January 19, 2023 | February 2, 2023 |
Frequently asked questions about CUDV and IUAE
Which ETF has performed better year to date: CUDV or IUAE?
As of November 2, 2026, CUDV has returned 6.56% year to date, while IUAE has returned 20.68%. IUAE is ahead on YTD performance.
Which ETF is larger by assets under management: CUDV or IUAE?
As of November 2, 2026, CUDV manages $6.82 M in assets, while IUAE manages $1.44 M. CUDV is the larger fund by AUM.
How are CUDV and IUAE managed?
CUDV is passively managed by CI. It tracks the Solactive US Minimum Downside Volatility Hedged to CAD Index NTR - CAD benchmark. IUAE is passively managed by CI. It tracks the S&P High Yield Dividend Aristocrats Screened FMC Weighted Index TR - CAD benchmark.
What sectors do CUDV and IUAE emphasize?
CUDV is most exposed to Technology, Industrials, and Healthcare. IUAE is most exposed to Consumer Non-Cyclicals, Technology, and Industrials.
Which ETF is attracting more investor flows: CUDV or IUAE?
Year to date, CUDV has seen -$0.06 M in net flows, compared with -$1.29 M for IUAE. CUDV has attracted more net investor money so far.
How do the fees of CUDV and IUAE compare?
CUDV has an expense ratio of 0.34%, while IUAE has an expense ratio of 0.34%.
What are the top holdings of CUDV and IUAE?
CUDV's largest holdings include Apple, Inc., Johnson & Johnson, and Verizon Communications, Inc.. IUAE's top holdings include Microsoft Corp., ExxonMobil Holdings Corp., and The Coca-Cola Co..
Which ETF is more diversified: CUDV or IUAE?
CUDV holds 122 securities, while IUAE holds 105. On holdings count, CUDV is the more diversified portfolio.
Recent articles about CUDV and IUAE
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