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FRIZ vs FVD

Franklin Dividend Growth ETF vs First Trust Value Line Dividend Index Fund

FRIZ

Franklin Dividend Growth ETF

Annual cost

Fund size

FVD

First Trust Value Line Dividend Index Fund

First Trust

Annual cost

0.62%

Fund size

$8.2B

Key differences

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

Side-by-side comparison

FRIZFVD
Annual cost (TER)0.62%
Fund size (AUM)$8.2B
Since2003
Dividend yield2.26%
Asset classalternativeequity
Regionemerging marketsnorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+10.4%
CAGR 3YN/A+8.9%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.50
Volatility 1Y9.61%
Max drawdown-7.84%-35.25%

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

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