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ESN vs SPDF

Essential 40 Stock ETF vs Defender Risk Adaptive 500 ETF

ESN

Essential 40 Stock ETF

Annual cost

0.70%

Fund size

$249M

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$5M

Key differences

  • ESN is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • ESN has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ESNSPDF
Annual cost (TER)0.70%0.69%
Fund size (AUM)$249M$5M
Since20142026
Dividend yield0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+29.5%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.80%
Max drawdown-13.59%-1.90%

Similar to ESN and SPDF