DIVI vs SPYX
Comparison between FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX ETF (DIVI, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).
5-Year PerformanceDIVI has outperformed SPYX, delivering a return of +13.4% compared to +12.6%
DIVI vs SPYX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVI
$2.60B
Winner
SPYX
$2.70B
Expense Ratio
Winner
DIVI
0.09%
SPYX
0.20%
Max Drawdown
Winner
DIVI
27.76%
SPYX
33.23%
Sharpe Ratio
Winner
DIVI
1.32
SPYX
1.29
5Y Beta
Winner
DIVI
0.71
SPYX
0.99
P/E Ratio
DIVI
N/A
SPYX
28.12
Forward P/E
DIVI
N/A
SPYX
21.26
5Y Dividends CAGR
DIVI
3.92%
Winner
SPYX
5.35%
5Y EPS CAGR
DIVI
N/A
SPYX
28.07%
Debt to Equity
DIVI
N/A
SPYX
36.09%
P/S Ratio
DIVI
N/A
SPYX
3.68
P/B Ratio
DIVI
N/A
SPYX
5.70
DIVI vs SPYX - Holdings Comparison
DIVI and SPYX have 1 common holdings. Overlap is -0.01%
DIVI's top 25 holdings weight is 25.24%. SPYX's top 25 holdings weight is 50.50%.
| Rank | DIVI | SPYX |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 2.93% | NVIDIA CORP (NVDA) - 7.92% |
| #2 | HSBC HOLDINGS PLC (n/a) - 1.49% | APPLE INC (AAPL) - 7.38% |
| #3 | NESTLE SA (n/a) - 1.41% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.31% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | ASTRAZENECA PLC (AZN:XLON) - 1.31% | ALPHABET INC CLASS A (GOOGL) - 3.40% |
| #6 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.16% | BROADCOM INC (AVGO) - 2.95% |
| #7 | SIEMENS AG (n/a) - 1.11% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 1.05% | META PLATFORMS INC CLASS A (META) - 2.12% |
| #9 | TOYOTA MOTOR CORP (n/a) - 1.05% | TESLA INC (TSLA) - 1.78% |
| #10 | INTESA SANPAOLO (n/a) - 1.04% | MICRON TECHNOLOGY INC (MU) - 1.72% |
| #11 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.04% | ELI LILLY AND CO (LLY) - 1.54% |
| #12 | BHP GROUP LTD (n/a) - 1.03% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.45% |
| #13 | TOKYO ELECTRON LTD (n/a) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #14 | DBS GROUP HOLDINGS LTD (n/a) - 0.94% | ADVANCED MICRO DEVICES INC (AMD) - 1.35% |
| #15 | ZURICH INSURANCE GROUP AG (n/a) - 0.93% | JOHNSON & JOHNSON (JNJ) - 1.02% |
| #16 | NOVO NORDISK AS CLASS B (n/a) - 0.91% | VISA INC CLASS A (V) - 0.92% |
| #17 | ALLIANZ SE (n/a) - 0.91% | INTEL CORP (INTC) - 0.83% |
| #18 | ENEL SPA (n/a) - 0.90% | WALMART INC (WMT) - 0.79% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 0.84% | APPLIED MATERIALS INC (AMAT) - 0.73% |
| #20 | SANOFI SA (n/a) - 0.84% | ABBVIE INC (ABBV) - 0.72% |
| #21 | ORANGE SA (n/a) - 0.42% | VERIZON COMMUNICATIONS INC (VZ) - 0.28% |
| #22 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 0.42% | GILEAD SCIENCES INC (GILD) - 0.27% |
| #23 | FAST RETAILING CO LTD (n/a) - 0.42% | CHARLES SCHWAB CORP (SCHW) - 0.27% |
| #24 | MACQUARIE GROUP LTD (n/a) - 0.42% | TJX COMPANIES INC (TJX) - 0.27% |
| #25 | WESFARMERS LTD (n/a) - 0.42% | THE WALT DISNEY CO (DIS) - 0.27% |
| Total Holdings | 394 | 453 |
DIVI vs SPYX - Historical Returns
Returns include dividend reinvestment.
1M
DIVI
-0.06%
Winner
SPYX
+0.06%
3M
DIVI
+2.31%
Winner
SPYX
+8.78%
6M
DIVI
+8.65%
Winner
SPYX
+9.16%
1Y
Winner
DIVI
+25.47%
SPYX
+21.22%
5Y(CAGR)
Winner
DIVI
+13.37%
SPYX
+12.63%
10Y(CAGR)
DIVI
+10.96%
Winner
SPYX
+15.21%
Max(CAGR)
DIVI
+10.86%
Winner
SPYX
+14.67%
DIVI vs SPYX - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | DIVI | SPYX |
|---|---|---|
| 2026 | +10.83% | +10.15% |
| 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 -0.83%. The current SPYX drawdown is -0.57%.
| 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 | 1.80% | 0.43% |
| 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% |
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