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XUDV vs DVY

Franklin U.S. Dividend Booster Index ETF vs iShares Select Dividend ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Franklin Templeton Investments

Annual cost

0.09%

Fund size

$64M

DVY

iShares Select Dividend ETF

iShares

Annual cost

0.38%

Fund size

$22.9B

Key differences

  • XUDV costs 0.29% less per year.
  • DVY is significantly larger than XUDV — larger funds tend to be more liquid and less likely to close.
  • DVY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XUDVDVY
Annual cost (TER)0.09%0.38%
Fund size (AUM)$64M$22.9B
Since20252003
Dividend yield3.60%3.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+32.5%+23.9%
CAGR 3YN/A+16.1%
CAGR 5YN/A+8.7%
Sharpe 3YN/A0.89
Volatility 1Y12.27%11.23%
Max drawdown-15.99%-41.59%

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

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