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FRIZ vs FDL

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

FRIZ

Franklin Dividend Growth ETF

Annual cost

Fund size

FDL

First Trust Morningstar Dividend Leaders Index Fund

First Trust

Annual cost

0.43%

Fund size

$7.5B

Key differences

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

Side-by-side comparison

FRIZFDL
Annual cost (TER)0.43%
Fund size (AUM)$7.5B
Since2006
Dividend yield3.62%
Asset classalternativeequity
Regionemerging marketsnorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+28.3%
CAGR 3YN/A+19.9%
CAGR 5YN/A+12.8%
Sharpe 3YN/A1.18
Volatility 1Y11.28%
Max drawdown-7.84%-41.40%

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

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