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XUDV vs IDVO

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

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

IDVO

Amplify CWP International Enhanced Dividend Income ETF

Annual cost

0.65%

Fund size

$1.2B

Key differences

XUDV is an equity ETF, while IDVO is an alternative ETF. XUDV charges 0.09% a year and IDVO 0.65%.

  • XUDV is an equity fund, while IDVO is an alternative fund. They carry different risk/return profiles.
  • XUDV follows a index tracking strategy; IDVO uses option income.
  • XUDV costs 0.56% less per year.
  • IDVO is much larger than XUDV. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

XUDVIDVO
Annual cost (TER)0.09%0.65%
Fund size (AUM)$67M$1.2B
Since20252022
Dividend yield3.42%5.51%
Asset classequityalternative
Regionnorth america
Strategyindex trackingoption income
CAGR 1Y+31.2%+32.0%
CAGR 3YN/A+23.5%
CAGR 5YN/AN/A
Sharpe 3YN/A1.19
Volatility 1Y12.30%15.99%
Max drawdown-15.99%-15.46%

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

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