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 0.31 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 19.02% return, which is significantly higher than SOEZ's -40.75% return.
XUDV
- 1D
- -1.47%
- 1M
- 4.20%
- YTD
- 19.02%
- 6M
- 19.23%
- 1Y
- 29.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOEZ
- 1D
- -4.56%
- 1M
- -14.51%
- YTD
- -40.75%
- 6M
- -47.84%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XUDV vs. SOEZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XUDV Franklin U.S. Dividend Booster Index ETF | 19.02% | 0.18% |
SOEZ Franklin Solana ETF | -40.75% | -11.97% |
Correlation
The correlation between XUDV and SOEZ 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 4, 2025 | 0.31 |
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Return for Risk
XUDV vs. SOEZ — Risk / Return Rank
XUDV
SOEZ
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.
| XUDV | SOEZ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.40 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 4.69 | — | — |
| Martin ratioReturn relative to average drawdown | 15.94 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XUDV | SOEZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | -1.07 | +2.33 |
Drawdowns
XUDV vs. SOEZ - Drawdown Comparison
The maximum XUDV drawdown since its inception was -15.98%, smaller than the maximum SOEZ drawdown of -50.21%. 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% | -50.21% | +34.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | — | — |
Current DrawdownCurrent decline from peak | -1.85% | -50.21% | +48.36% |
Average DrawdownAverage peak-to-trough decline | -2.10% | -30.80% | +28.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | — | — |
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 | 3.69% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 68.92% | -56.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 68.92% | -52.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 68.92% | -52.58% |
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 3.48%, more than SOEZ's 0.57% yield.
| Position | TTM | 2025 |
|---|---|---|
SOEZ Franklin Solana ETF | 0.57% | 0.00% |
XUDV Franklin U.S. Dividend Booster Index ETF | 3.48% | 3.80% |
Frequently Asked Questions
XUDV and SOEZ 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 3.48%, compared with 0.57% 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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