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SDY vs XUDV
State Street SPDR S&P Dividend ETF vs Franklin U.S. Dividend Booster Index ETF
Key differences
Both SDY and XUDV are equity ETFs. SDY charges 0.35% a year and XUDV 0.09%. The main difference: XUDV costs 0.26% less per year.
- XUDV costs 0.26% less per year.
- SDY is much larger than XUDV. Larger funds are usually more liquid and less likely to close.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDY | XUDV | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.09% |
| Fund size (AUM) | $21.0B | $67M |
| Since | 2005 | 2025 |
| Dividend yield | 2.47% | 3.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +14.3% | +30.0% |
| CAGR 3Y | +11.4% | N/A |
| CAGR 5Y | +6.3% | N/A |
| Sharpe 3Y | 0.65 | N/A |
| Volatility 1Y | 10.32% | 12.32% |
| Max drawdown | -36.70% | -15.99% |
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