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XUDV vs SDY

Franklin U.S. Dividend Booster Index ETF vs State Street SPDR S&P Dividend ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

SDY

State Street SPDR S&P Dividend ETF

Annual cost

0.35%

Fund size

$21.0B

Key differences

Both XUDV and SDY are equity ETFs. XUDV charges 0.09% a year and SDY 0.35%. The main difference: XUDV costs 0.26% less per year.

  • XUDV costs 0.26% less per year.
  • SDY is much larger than XUDV. Larger funds are usually more liquid and less likely to close.
  • SDY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XUDVSDY
Annual cost (TER)0.09%0.35%
Fund size (AUM)$67M$21.0B
Since20252005
Dividend yield3.42%2.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+14.3%
CAGR 3YN/A+11.4%
CAGR 5YN/A+6.3%
Sharpe 3YN/A0.65
Volatility 1Y12.32%10.32%
Max drawdown-15.99%-36.70%

Similar to XUDV and SDY