DIVI vs SPYX
Comparison between FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceDIVI has outperformed SPYX, delivering a return of +13.8% compared to +12.9%
DIVI vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVI
$2.30B
SPYX
$2.30B
Expense Ratio
Winner
DIVI
0.09%
SPYX
0.20%
Max Drawdown
Winner
DIVI
27.76%
SPYX
33.23%
Sharpe Ratio
DIVI
1.67
Winner
SPYX
1.98
5Y Beta
Winner
DIVI
0.70
SPYX
0.99
P/E Ratio
DIVI
N/A
SPYX
28.93
Forward P/E
DIVI
N/A
SPYX
22.38
5Y Dividends CAGR
DIVI
-5.07%
Winner
SPYX
4.43%
5Y EPS CAGR
DIVI
N/A
SPYX
28.35%
Debt to Equity
DIVI
N/A
SPYX
37.28%
P/S Ratio
DIVI
N/A
SPYX
3.61
P/B Ratio
DIVI
N/A
SPYX
5.63
DIVI vs SPYX - Holdings Comparison
DIVI and SPYX have 1 common holdings. Overlap is 0.00%
DIVI's top 25 holdings weight is 24.64%. SPYX's top 25 holdings weight is 50.87%.
| Rank | DIVI | SPYX |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.60% | NVIDIA CORP (NVDA) - 8.57% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.43% | APPLE INC (AAPL) - 6.68% |
| #3 | NESTLE SA (n/a) - 1.36% | MICROSOFT CORP (MSFT) - 5.31% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 1.33% | AMAZON.COM INC (AMZN) - 4.33% |
| #5 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.32% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #6 | SIEMENS AG (n/a) - 1.11% | BROADCOM INC (AVGO) - 3.24% |
| #7 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.10% | ALPHABET INC CLASS C (GOOG) - 2.74% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.10% | META PLATFORMS INC CLASS A (META) - 2.47% |
| #9 | BNP PARIBAS ACT. CAT.A (n/a) - 1.05% | TESLA INC (TSLA) - 1.77% |
| #10 | INTESA SANPAOLO (n/a) - 1.05% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.47% |
| #11 | BHP GROUP LTD (n/a) - 1.03% | JPMORGAN CHASE & CO (JPM) - 1.41% |
| #12 | BRITISH AMERICAN TOBACCO PLC (n/a) - 0.99% | ELI LILLY AND CO (LLY) - 1.14% |
| #13 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 0.97% | MICRON TECHNOLOGY INC (MU) - 0.98% |
| #14 | SANOFI SA (n/a) - 0.95% | VISA INC CLASS A (V) - 0.95% |
| #15 | ENEL SPA (n/a) - 0.94% | WALMART INC (WMT) - 0.95% |
| #16 | ALLIANZ SE (n/a) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | RIO TINTO PLC ORDINARY SHARES (n/a) - 0.87% | ADVANCED MICRO DEVICES INC (AMD) - 0.92% |
| #18 | ZURICH INSURANCE GROUP AG (n/a) - 0.84% | INTEL CORP (INTC) - 0.75% |
| #19 | DBS GROUP HOLDINGS LTD (n/a) - 0.81% | COSTCO WHOLESALE CORP (COST) - 0.75% |
| #20 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 0.80% | MASTERCARD INC CLASS A (MA) - 0.72% |
| #21 | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.43% | AMERICAN EXPRESS CO (AXP) - 0.28% |
| #22 | ANZ GROUP HOLDINGS LTD (n/a) - 0.43% | QUALCOMM INC (QCOM) - 0.28% |
| #23 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.41% | UNION PACIFIC CORP (UNP) - 0.27% |
| #24 | TRANSURBAN GROUP (n/a) - 0.41% | INTUITIVE SURGICAL INC (ISRG) - 0.27% |
| #25 | AIA GROUP LTD (n/a) - 0.41% | GILEAD SCIENCES INC (GILD) - 0.27% |
| Total Holdings | 404 | 450 |
DIVI vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
DIVI
+2.60%
Winner
SPYX
+9.35%
3M
DIVI
+1.39%
Winner
SPYX
+6.35%
6M
Winner
DIVI
+15.10%
SPYX
+9.81%
1Y
Winner
DIVI
+31.58%
SPYX
+31.37%
5Y(CAGR)
Winner
DIVI
+13.75%
SPYX
+12.92%
10Y(CAGR)
DIVI
+10.92%
Winner
SPYX
+15.55%
Max(CAGR)
DIVI
+10.92%
Winner
SPYX
+14.69%
DIVI vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DIVI | SPYX |
|---|---|---|
| 2026 | +9.31% | +7.60% |
| 2025 | +35.56% | +18.23% |
| 2024 | +2.87% | +26.04% |
| 2023 | +18.29% | +27.44% |
| 2022 | -1.79% | -19.97% |
| 2021 | +15.90% | +30.12% |
| 2020 | +0.43% | +18.84% |
| 2019 | +23.88% | +31.63% |
| 2018 | -6.31% | -4.86% |
| 2017 | +12.37% | +22.61% |
| 2016 | +1.13% | +12.60% |
| 2015 | N/A | -2.02% |
DIVI vs SPYX Drawdown Comparison
The maximum drawdown for DIVI was -27.76%, occurring on Mar 12, 2020. Recovery took 223 trading sessions.
The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The current DIVI drawdown is -0.62%.
| Rank | DIVI | SPYX |
|---|---|---|
| #1 | -27.76% Feb 19, 2020 - Jan 6, 2021 | -32.83% Feb 19, 2020 - Aug 6, 2020 |
| #2 | -18.49% Jan 4, 2022 - Dec 1, 2022 | -26.15% Dec 29, 2021 - Dec 14, 2023 |
| #3 | -14.58% Mar 19, 2025 - May 2, 2025 | -19.19% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -11.78% Jul 30, 2018 - Mar 15, 2019 | -18.74% Feb 19, 2025 - Jun 26, 2025 |
| #5 | -11.19% Jul 28, 2023 - Dec 13, 2023 | -12.46% Dec 1, 2015 - Apr 19, 2016 |
| #6 | -10.88% Dec 20, 2016 - Oct 10, 2017 | -9.84% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -10.53% Feb 25, 2026 - May 6, 2026 | -9.67% Jan 26, 2018 - Jul 25, 2018 |
| #8 | -10.37% Sep 26, 2024 - Mar 5, 2025 | -9.55% Sep 2, 2020 - Nov 11, 2020 |
| #9 | -8.88% Jan 9, 2018 - Jul 30, 2018 | -8.45% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -7.72% Jul 12, 2024 - Aug 21, 2024 | -7.14% May 3, 2019 - Jun 20, 2019 |
| #11 | -7.66% Feb 1, 2023 - Apr 12, 2023 | -6.19% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -7.55% Jun 3, 2016 - Jul 13, 2016 | -5.71% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -6.65% Sep 7, 2021 - Nov 19, 2021 | -5.57% Sep 3, 2021 - Oct 25, 2021 |
| #14 | -5.91% Jul 29, 2019 - Sep 10, 2019 | -5.44% Mar 28, 2024 - May 15, 2024 |
| #15 | -5.46% Aug 12, 2016 - Dec 16, 2016 | -5.17% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between DIVI and SPYX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2015 - 2026)
DIVI vs SPYX dividend yield comparison.
| Year | DIVI | SPYX |
|---|---|---|
| 2026 | 0.25% | 0.22% |
| 2025 | 3.76% | 0.91% |
| 2024 | 4.39% | 1.05% |
| 2023 | 3.17% | 1.21% |
| 2022 | 6.03% | 1.41% |
| 2021 | 2.77% | 1.04% |
| 2020 | 8.04% | 1.33% |
| 2019 | 1.61% | 1.56% |
| 2018 | 5.67% | 1.92% |
| 2017 | 5.22% | 1.68% |
| 2016 | 11.56% | 1.91% |
| 2015 | 0.00% | 0.16% |
Select Stocks to Compare
Popular: DIVI vs SPYSPYX vs SPY
More Comparisons
Compare with similar stocks