Screener
STXD vs FDL
Strive 1000 Dividend Growth ETF vs First Trust Morningstar Dividend Leaders Index Fund
Key differences
Both STXD and FDL are equity ETFs. STXD charges 0.35% a year and FDL 0.43%. The main difference: STXD costs 0.08% less per year.
- STXD costs 0.08% less per year.
- FDL is much larger than STXD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FDL has delivered higher annualized returns.
- FDL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| STXD | FDL | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.43% |
| Fund size (AUM) | $66M | $7.4B |
| Since | 2022 | 2006 |
| Dividend yield | 1.21% | 3.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +16.6% | +25.0% |
| CAGR 3Y | +15.5% | +19.4% |
| CAGR 5Y | N/A | +13.1% |
| Sharpe 3Y | 0.85 | 1.15 |
| Volatility 1Y | 11.84% | 11.25% |
| Max drawdown | -14.87% | -41.40% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.