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XUDV vs DIVZ

Franklin U.S. Dividend Booster Index ETF vs Polen Dividend Income ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Franklin Templeton Investments

Annual cost

0.09%

Fund size

$64M

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

Key differences

  • XUDV costs 0.56% less per year.
  • DIVZ is significantly larger than XUDV — larger funds tend to be more liquid and less likely to close.
  • XUDV follows a index tracking strategy; DIVZ uses active selection.

Side-by-side comparison

XUDVDIVZ
Annual cost (TER)0.09%0.65%
Fund size (AUM)$64M$242M
Since20252021
Dividend yield3.60%2.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+32.5%+16.1%
CAGR 3YN/A+15.6%
CAGR 5YN/A+9.2%
Sharpe 3YN/A1.05
Volatility 1Y12.27%9.19%
Max drawdown-15.99%-15.43%

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

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