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XUDV vs DIVO

Franklin U.S. Dividend Booster Index ETF vs Amplify CWP Enhanced Dividend Income ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

DIVO

Amplify CWP Enhanced Dividend Income ETF

Annual cost

0.56%

Fund size

$7.1B

Key differences

XUDV is an equity ETF, while DIVO is an alternative ETF. XUDV charges 0.09% a year and DIVO 0.56%.

  • XUDV is an equity fund, while DIVO is an alternative fund. They carry different risk/return profiles.
  • XUDV follows a index tracking strategy; DIVO uses option income.
  • XUDV costs 0.47% less per year.
  • DIVO is much larger than XUDV. Larger funds are usually more liquid and less likely to close.
  • DIVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XUDVDIVO
Annual cost (TER)0.09%0.56%
Fund size (AUM)$67M$7.1B
Since20252016
Dividend yield3.42%1.60%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingoption income
CAGR 1Y+31.2%+18.5%
CAGR 3YN/A+15.8%
CAGR 5YN/A+10.7%
Sharpe 3YN/A1.09
Volatility 1Y12.30%9.09%
Max drawdown-15.99%-30.04%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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