Skip to content
Beacon
Screener

SPDF vs USPX

Defender Risk Adaptive 500 ETF vs Franklin U.S. Equity Index ETF

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.66% less per year.
  • USPX is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • SPDF follows a active selection strategy; USPX uses index tracking.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPDFUSPX
Annual cost (TER)0.69%0.03%
Fund size (AUM)$5M$1.8B
Since20262016
Dividend yield1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+30.4%
CAGR 3YN/A+23.1%
CAGR 5YN/A+12.9%
Sharpe 3YN/A1.21
Volatility 1Y12.23%
Max drawdown-1.90%-31.21%

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

Similar to SPDF and USPX