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FDL vs XUDV
First Trust Morningstar Dividend Leaders Index Fund vs Franklin U.S. Dividend Booster Index ETF
Key differences
- XUDV costs 0.34% less per year.
- FDL is significantly larger than XUDV — larger funds tend to be more liquid and less likely to close.
- FDL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDL | XUDV | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.09% |
| Fund size (AUM) | $7.5B | $64M |
| Since | 2006 | 2025 |
| Dividend yield | 3.62% | 3.60% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +32.5% |
| CAGR 3Y | +19.9% | N/A |
| CAGR 5Y | +12.8% | N/A |
| Sharpe 3Y | 1.18 | N/A |
| Volatility 1Y | 11.28% | 12.27% |
| Max drawdown | -41.40% | -15.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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