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XUDV vs SPYD

Franklin U.S. Dividend Booster Index ETF vs State Street SPDR Portfolio S&P 500 High Dividend ETF

XUDV

Franklin U.S. Dividend Booster Index ETF

Annual cost

0.09%

Fund size

$67M

SPYD

State Street SPDR Portfolio S&P 500 High Dividend ETF

Annual cost

0.07%

Fund size

$7.3B

Key differences

Both XUDV and SPYD are equity ETFs. XUDV charges 0.09% a year and SPYD 0.07%. The main difference: SPYD is much larger than XUDV. Larger funds are usually more liquid and less likely to close.

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

Side-by-side comparison

XUDVSPYD
Annual cost (TER)0.09%0.07%
Fund size (AUM)$67M$7.3B
Since20252015
Dividend yield3.42%4.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.0%+18.8%
CAGR 3YN/A+16.1%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.86
Volatility 1Y12.32%11.65%
Max drawdown-15.99%-46.42%

Similar to XUDV and SPYD