SOEZ vs. XUDV
SOEZ (Franklin Solana ETF) and XUDV (Franklin U.S. Dividend Booster Index ETF) are both exchange-traded funds - SOEZ is a Cryptocurrency fund actively managed by Franklin, while XUDV is a Dividend fund tracking the VettaFi New Frontier U.S. Dividend Select Index. SOEZ is actively managed, while XUDV is passively managed. At a 0.31 correlation, their price movements are largely independent. SOEZ charges 0.19%/yr vs 0.09%/yr for XUDV.
Performance
SOEZ vs. XUDV - Performance Comparison
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Returns By Period
In the year-to-date period, SOEZ achieves a -45.57% return, which is significantly lower than XUDV's 19.68% return.
SOEZ
- 1D
- -4.36%
- 1M
- -21.72%
- YTD
- -45.57%
- 6M
- -44.62%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XUDV
- 1D
- -0.69%
- 1M
- 0.36%
- YTD
- 19.68%
- 6M
- 18.05%
- 1Y
- 28.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOEZ vs. XUDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOEZ Franklin Solana ETF | -45.57% | -11.69% |
XUDV Franklin U.S. Dividend Booster Index ETF | 19.68% | 1.44% |
Correlation
The correlation between SOEZ and XUDV is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.31 |
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Return for Risk
SOEZ vs. XUDV — Risk / Return Rank
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XUDV
SOEZ vs. XUDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) and Franklin U.S. Dividend Booster Index ETF (XUDV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SOEZ | XUDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.39 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.50 | — |
| Martin ratioReturn relative to average drawdown | — | 15.07 | — |
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Drawdowns
SOEZ vs. XUDV - Drawdown Comparison
The maximum SOEZ drawdown since its inception was -56.14%, which is greater than XUDV's maximum drawdown of -15.98%. Use the drawdown chart below to compare losses from any high point for SOEZ and XUDV.
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Drawdown Indicators
| SOEZ | XUDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.14% | -15.98% | -40.16% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.34% | — |
Current DrawdownCurrent decline from peak | -54.26% | -2.48% | -51.78% |
Average DrawdownAverage peak-to-trough decline | -32.76% | -2.06% | -30.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
SOEZ vs. XUDV - Volatility Comparison
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Volatility by Period
| SOEZ | XUDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.86% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 70.78% | 12.49% | +58.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 70.78% | 16.30% | +54.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.78% | 16.30% | +54.48% |
SOEZ vs. XUDV - Expense Ratio Comparison
SOEZ has a 0.19% expense ratio, which is higher than XUDV's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
SOEZ vs. XUDV - Dividend Comparison
SOEZ's dividend yield for the trailing twelve months is around 1.01%, less than XUDV's 2.60% yield.
| Position | TTM | 2025 |
|---|---|---|
SOEZ Franklin Solana ETF | 1.01% | 0.00% |
XUDV Franklin U.S. Dividend Booster Index ETF | 2.60% | 3.80% |
Frequently Asked Questions
SOEZ and XUDV have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XUDV is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XUDV is cheaper with a 0.09% expense ratio, compared with 0.19% for SOEZ.
XUDV has the higher dividend yield at 2.60%, compared with 1.01% for SOEZ.
SOEZ is categorized as Cryptocurrency, while XUDV is Dividend. Their fees differ too: 0.19% for SOEZ and 0.09% for XUDV.
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