XSPI vs XUDV
Comparison between NEOS Boosted S&P 500 High Income ETF (XSPI, ETF) and Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF).
XSPI vs XUDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XSPI
$74M
Winner
XUDV
$74M
Expense Ratio
XSPI
N/A
XUDV
0.09%
Max Drawdown
Winner
XSPI
13.26%
XUDV
16.47%
Sharpe Ratio
XSPI
0.85
Winner
XUDV
1.86
5Y Beta
XSPI
1.21
Winner
XUDV
0.73
P/E Ratio
XSPI
28.25
Winner
XUDV
23.38
Forward P/E
XSPI
20.56
Winner
XUDV
12.80
PEG Ratio
XSPI
N/A
XUDV
0.11
5Y EPS CAGR
Winner
XSPI
28.50%
XUDV
4.88%
Debt to Equity
XSPI
41.24%
Winner
XUDV
-200.38%
P/S Ratio
XSPI
3.62
Winner
XUDV
1.44
P/B Ratio
XSPI
5.49
Winner
XUDV
2.19
XSPI vs XUDV - Holdings Comparison
XSPI and XUDV have 74 common holdings. Overlap is 5.56%
XSPI's top 25 holdings weight is 49.96%. XUDV's top 25 holdings weight is 77.24%.
| Rank | XSPI | XUDV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.90% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 5.13% |
| #2 | APPLE INC (AAPL) - 7.07% | THE KRAFT HEINZ CO (KHC) - 4.79% |
| #3 | MICROSOFT CORP (MSFT) - 4.39% | GENERAL MILLS INC (GIS) - 4.62% |
| #4 | AMAZON.COM INC (AMZN) - 3.73% | PFIZER INC (PFE) - 4.54% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.25% | ALTRIA GROUP INC (MO) - 4.34% |
| #6 | BROADCOM INC (AVGO) - 2.84% | BEST BUY CO INC (BBY) - 4.33% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.61% | VERIZON COMMUNICATIONS INC (VZ) - 4.11% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.22% | PAYCHEX INC (PAYX) - 4.07% |
| #9 | TESLA INC (TSLA) - 1.72% | ONEOK INC (OKE) - 3.65% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.67% | HP INC (HPQ) - 3.29% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.42% | n/a (ARES) - 3.25% |
| #12 | ELI LILLY AND CO (LLY) - 1.39% | PRUDENTIAL FINANCIAL INC (PRU) - 3.25% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.38% | T. ROWE PRICE GROUP INC (TROW) - 3.22% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.36% | BLACKSTONE INC (BX) - 2.75% |
| #15 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.25% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.42% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.94% | EDISON INTERNATIONAL (EIX) - 2.38% |
| #17 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.93% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.26% |
| #18 | VISA INC CLASS A (V) - 0.91% | TRUIST FINANCIAL CORP (TFC) - 2.23% |
| #19 | INTEL CORP (INTC) - 0.77% | KEYCORP (KEY) - 2.06% |
| #20 | WALMART INC (WMT) - 0.76% | CME GROUP INC CLASS A (CME) - 1.97% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.29% | REGIONS FINANCIAL CORP (RF) - 1.93% |
| #22 | ANALOG DEVICES INC (ADI) - 0.29% | n/a (FIS) - 1.90% |
| #23 | AMERICAN EXPRESS CO (AXP) - 0.29% | OMNICOM GROUP INC (OMC) - 1.80% |
| #24 | AMGEN INC (AMGN) - 0.29% | EVERSOURCE ENERGY (ES) - 1.56% |
| #25 | ARISTA NETWORKS INC (ANET) - 0.29% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.39% |
| Total Holdings | 472 | 96 |
XSPI vs XUDV - Historical Returns
Returns include dividend reinvestment.
1M
XSPI
+1.14%
Winner
XUDV
+3.03%
3M
XSPI
+7.05%
Winner
XUDV
+10.36%
6M
XSPI
+8.16%
Winner
XUDV
+19.09%
1Y
XSPI
N/A
XUDV
+29.88%
Max(CAGR)
XSPI
+18.60%
Winner
XUDV
+22.22%
XSPI vs XUDV - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | XSPI | XUDV |
|---|---|---|
| 2026 | +8.16% | +23.25% |
| 2025 | N/A | +8.24% |
XSPI vs XUDV Drawdown Comparison
The maximum drawdown for XSPI was -11.60%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.
The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current XSPI drawdown is -0.88%. The current XUDV drawdown is -0.38%.
| Rank | XSPI | XUDV |
|---|---|---|
| #1 | -11.60% Feb 9, 2026 - Apr 17, 2026 | -15.98% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -5.46% Jun 2, 2026 - Jun 10, 2026 | -6.34% Oct 3, 2025 - Dec 10, 2025 |
| #3 | -2.10% Feb 3, 2026 - Feb 6, 2026 | -5.03% Feb 26, 2026 - Apr 15, 2026 |
| #4 | -1.80% May 14, 2026 - May 26, 2026 | -3.97% Jul 23, 2025 - Aug 22, 2025 |
| #5 | -0.85% Apr 17, 2026 - Apr 24, 2026 | -2.61% Jun 15, 2026 - Jul 10, 2026 |
| #6 | -0.51% May 1, 2026 - May 5, 2026 | -2.19% May 29, 2026 - Jun 12, 2026 |
| #7 | -0.38% May 6, 2026 - May 8, 2026 | -2.06% Jul 10, 2025 - Jul 23, 2025 |
| #8 | -0.30% Apr 27, 2026 - Apr 30, 2026 | -1.98% Jan 24, 2025 - Feb 18, 2025 |
| #9 | -0.24% May 11, 2026 - May 13, 2026 | -1.57% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -0.05% May 26, 2026 - May 28, 2026 | -1.52% Jan 14, 2026 - Jan 30, 2026 |
| #11 | N/A | -1.47% Aug 22, 2025 - Sep 11, 2025 |
| #12 | N/A | -1.44% Sep 11, 2025 - Sep 30, 2025 |
| #13 | N/A | -1.36% Feb 11, 2026 - Feb 26, 2026 |
| #14 | N/A | -1.34% May 6, 2026 - May 14, 2026 |
| #15 | N/A | -1.23% Apr 22, 2026 - Apr 30, 2026 |
Correlation
Correlation between XSPI and XUDV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2025 - 2026)
XSPI vs XUDV dividend yield comparison.
| Year | XSPI | XUDV |
|---|---|---|
| 2026 | 8.35% | 1.53% |
| 2025 | 0.00% | 3.80% |
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