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FDL vs FRIZ

First Trust Morningstar Dividend Leaders Index Fund vs Franklin Dividend Growth ETF

FDL

First Trust Morningstar Dividend Leaders Index Fund

First Trust

Annual cost

0.43%

Fund size

$7.5B

FRIZ

Franklin Dividend Growth ETF

Annual cost

Fund size

Key differences

  • FDL is classified as equity, while FRIZ is alternative — different risk/return profiles.
  • FDL covers north america markets; FRIZ covers emerging markets.
  • FDL follows a index tracking strategy; FRIZ uses multi strategy.

Side-by-side comparison

FDLFRIZ
Annual cost (TER)0.43%
Fund size (AUM)$7.5B
Since2006
Dividend yield3.62%
Asset classequityalternative
Regionnorth americaemerging markets
Strategyindex trackingmulti strategy
CAGR 1Y+28.3%N/A
CAGR 3Y+19.9%N/A
CAGR 5Y+12.8%N/A
Sharpe 3Y1.18N/A
Volatility 1Y11.28%
Max drawdown-41.40%-7.84%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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