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. Their 0.30 correlation means their historical movements had little consistent relationship. 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 -38.34% return, which is significantly lower than XUDV's 27.66% return.
SOEZ
- 1D
- 0.23%
- 1M
- -7.83%
- 6M
- -24.32%
- YTD
- -38.34%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
XUDV
- 1D
- 1.53%
- 1M
- 4.56%
- 6M
- 19.04%
- YTD
- 27.66%
- 1Y
- 34.28%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 23.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $83.53K | $76.74K | $179.41K | |
| $513.07K | $322.84K | $396.56K |
SOEZ vs. XUDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SOEZ Franklin Solana ETF | -38.34% | -11.69% |
XUDV Franklin U.S. Dividend Booster Index ETF | 27.66% | 1.44% |
Correlation
The correlation between SOEZ and XUDV is 0.30, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 3, 2025 | 0.30 |
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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 | — | 1.47 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 5.44 | — |
| Martin ratioReturn relative to average drawdown | — | 18.92 | — |
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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 | -48.18% | 0.00% | -48.18% |
Average DrawdownAverage peak-to-trough decline | -35.17% | -1.96% | -33.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.82% | — |
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 | — | 3.58% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.93% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 67.99% | 12.38% | +55.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 67.99% | 16.00% | +51.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.99% | 16.00% | +51.99% |
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 1.84%, less than XUDV's 3.27% yield.
| Position | TTM | 2025 |
|---|---|---|
SOEZ Franklin Solana ETF | 1.84% | 0.00% |
XUDV Franklin U.S. Dividend Booster Index ETF | 3.27% | 3.80% |
Frequently Asked Questions
SOEZ and XUDV have a correlation of 0.30, 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 3.27%, compared with 1.84% 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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