XUDV vs. SOEZ
XUDV (Franklin U.S. Dividend Booster Index ETF) and SOEZ (Franklin Solana ETF) are both exchange-traded funds - XUDV is a Dividend fund tracking the VettaFi New Frontier U.S. Dividend Select Index, while SOEZ is a Cryptocurrency fund actively managed by Franklin. XUDV is passively managed, while SOEZ is actively managed. At a 0.30 correlation, their price movements are largely independent. XUDV charges 0.09%/yr vs 0.19%/yr for SOEZ.
Performance
XUDV vs. SOEZ - Performance Comparison
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Returns By Period
In the year-to-date period, XUDV achieves a 20.52% return, which is significantly higher than SOEZ's -43.08% return.
XUDV
- 1D
- -0.32%
- 1M
- 1.06%
- YTD
- 20.52%
- 6M
- 19.58%
- 1Y
- 30.71%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOEZ
- 1D
- -5.25%
- 1M
- -18.15%
- YTD
- -43.08%
- 6M
- -43.22%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XUDV vs. SOEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XUDV Franklin U.S. Dividend Booster Index ETF | 20.52% | 1.44% |
SOEZ Franklin Solana ETF | -43.08% | -11.69% |
Correlation
The correlation between XUDV and SOEZ is 0.30, 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 | 0.30 |
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Return for Risk
XUDV vs. SOEZ — Risk / Return Rank
XUDV
SOEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
XUDV vs. SOEZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Dividend Booster Index ETF (XUDV) and Franklin Solana ETF (SOEZ). 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.
| XUDV | SOEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.42 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.87 | — | — |
| Martin ratioReturn relative to average drawdown | 16.36 | — | — |
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Drawdowns
XUDV vs. SOEZ - Drawdown Comparison
The maximum XUDV drawdown since its inception was -15.98%, smaller than the maximum SOEZ drawdown of -56.14%. Use the drawdown chart below to compare losses from any high point for XUDV and SOEZ.
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Drawdown Indicators
| XUDV | SOEZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.98% | -56.14% | +40.16% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | — | — |
Current DrawdownCurrent decline from peak | -1.80% | -52.17% | +50.37% |
Average DrawdownAverage peak-to-trough decline | -2.06% | -32.60% | +30.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.88% | — | — |
Volatility
XUDV vs. SOEZ - Volatility Comparison
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Volatility by Period
| XUDV | SOEZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.82% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.47% | 70.83% | -58.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.31% | 70.83% | -54.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.31% | 70.83% | -54.52% |
XUDV vs. SOEZ - Expense Ratio Comparison
XUDV has a 0.09% expense ratio, which is lower than SOEZ's 0.19% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUDV vs. SOEZ - Dividend Comparison
XUDV's dividend yield for the trailing twelve months is around 2.58%, more than SOEZ's 0.96% yield.
| Position | TTM | 2025 |
|---|---|---|
SOEZ Franklin Solana ETF | 0.96% | 0.00% |
XUDV Franklin U.S. Dividend Booster Index ETF | 2.58% | 3.80% |
Frequently Asked Questions
XUDV and SOEZ 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 2.58%, compared with 0.96% for SOEZ.
XUDV is categorized as Dividend, while SOEZ is Cryptocurrency. Their fees differ too: 0.09% for XUDV and 0.19% for SOEZ.
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