PortfoliosLab logoPortfoliosLab logo
Inception Date
Aug 28, 2025
Region
North America (United States)
Category
Dividend
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$5M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

FRIZ Performance Chart

Franklin Dividend Growth ETF (FRIZ) is up 2.8% since the beginning of the year. FRIZ is currently trading at $26 per share.


Loading charts...

S&P 500 Index

Returns By Period


Franklin Dividend Growth ETF

1D
-0.76%
1M
1.07%
YTD
2.78%
6M
2.39%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
24.32%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FRIZ Monthly Returns History

Based on dividend-adjusted daily data since Aug 29, 2025, FRIZ's average daily return is +0.03%, while the average monthly return is +0.62%. At this rate, an investment would double in approximately 9.3 years.

Historically, 60% of months were positive and 40% were negative. The best month was Apr 2026 with a return of +5.4%, while the worst month was Mar 2026 at -5.2%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, FRIZ closed higher 50% of trading days. The best single day was Apr 8, 2026 with a return of +2.5%, while the worst single day was Jan 20, 2026 at -1.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.99%0.47%-5.16%5.40%1.82%-0.47%2.78%
20251.45%-0.05%2.48%-0.75%3.14%

Benchmark Metrics

Franklin Dividend Growth ETF has an annualized alpha of -3.81%, beta of 0.66, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since September 02, 2025.

  • This ETF participated in 71.74% of S&P 500 Index downside but only 48.18% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -3.81% versus S&P 500 Index - delivering less than market exposure alone would predict.
  • Beta of 0.66 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
-3.81%
Beta
0.66
0.69
Upside Capture
48.18%
Downside Capture
71.74%

Expense Ratio

FRIZ has an expense ratio of 0.49%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Franklin Dividend Growth ETF (FRIZ) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Franklin Dividend Growth ETF provided a 0.50% dividend yield over the last twelve months, with an annual payout of $0.13 per share.


0.34%$0.00$0.02$0.04$0.06$0.082025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.13$0.09

Dividend yield

0.50%0.34%

Monthly Dividends

The table displays the monthly dividend distributions for Franklin Dividend Growth ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.04$0.00$0.00$0.00$0.04
2025$0.01$0.00$0.00$0.08$0.09

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Franklin Dividend Growth ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Franklin Dividend Growth ETF was 7.84%, occurring on Mar 27, 2026. Recovery took 42 trading sessions.

The current Franklin Dividend Growth ETF drawdown is 0.76%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-7.84%Mar 2026
2mo 13d2mo 2d
4mo 15dJan 2026 - May 2026
2025 pullback2025
-3.01%Nov 2025
7d6d
13dNov 2025 - Nov 2025
2025 pullback2025
-2.47%Oct 2025
28d17d
1mo 15dSep 2025 - Oct 2025
2025 pullback2025
-2.12%Nov 2025
7d8d
15dOct 2025 - Nov 2025
2025 pullback2025
-1.77%Dec 2025
5d7d
12dDec 2025 - Dec 2025

Drawdown Indicators


FRIZBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-7.84%

-56.78%

+48.94%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.76%

-2.97%

+2.21%

Average Drawdown

Average peak-to-trough decline

-1.47%

-10.72%

+9.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with FRIZ

Add Franklin Dividend Growth ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with FRIZ