XUDV vs UPAR

Comparison between Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).

XUDV vs UPAR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XUDV(ETF)	UPAR(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.09%	0.68%
Max Drawdown	16.47%	43.05%
Sharpe Ratio	2.05	1.34
5Y Beta	0.74	0.55
P/E Ratio	21.96	N/A
Forward P/E	12.66	N/A
PEG Ratio	0.06	N/A
5Y EPS CAGR	5.42%	N/A
Debt to Equity	-266.12%	N/A
P/S Ratio	1.32	N/A
P/B Ratio	2.08	N/A

Net Assets

XUDV

$67M

Winner

UPAR

$67M

Expense Ratio

Winner

XUDV

0.09%

UPAR

0.68%

Max Drawdown

Winner

XUDV

16.47%

UPAR

43.05%

Sharpe Ratio

Winner

XUDV

2.05

UPAR

1.34

5Y Beta

XUDV

0.74

Winner

UPAR

0.55

P/E Ratio

XUDV

21.96

UPAR

N/A

Forward P/E

XUDV

12.66

UPAR

N/A

PEG Ratio

XUDV

0.06

UPAR

N/A

5Y EPS CAGR

XUDV

5.42%

UPAR

N/A

Debt to Equity

XUDV

-266.12%

UPAR

N/A

P/S Ratio

XUDV

1.32

UPAR

N/A

P/B Ratio

XUDV

2.08

UPAR

N/A

XUDV vs UPAR - Holdings Comparison

XUDV and UPAR have 6 common holdings. Overlap is -76.83%

XUDV's top 25 holdings weight is 77.41%. UPAR's top 25 holdings weight is 117.07%.

Rank	XUDV	UPAR
#1	ALTRIA GROUP INC (MO) - 4.93%	n/a (n/a) - 17.99%
#2	THE KRAFT HEINZ CO (KHC) - 4.63%	SPDR® GOLD MINISHARES (GLDM) - 14.03%
#3	UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.59%	UNITED STATES TREASURY BONDS 1% (n/a) - 11.43%
#4	PFIZER INC (PFE) - 4.51%	UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89%
#5	VERIZON COMMUNICATIONS INC (VZ) - 4.29%	n/a (n/a) - 7.45%
#6	HP INC (HPQ) - 4.21%	UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39%
#7	BEST BUY CO INC (BBY) - 4.19%	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36%
#8	ONEOK INC (OKE) - 4.05%	UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23%
#9	n/a (ARES) - 3.66%	MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96%
#10	LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 3.31%	UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25%
#11	T. ROWE PRICE GROUP INC (TROW) - 3.19%	UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06%
#12	BLACKSTONE INC (BX) - 2.73%	VANGUARD EXTENDED MARKET ETF (VXF) - 3.88%
#13	PRUDENTIAL FINANCIAL INC (PRU) - 2.64%	UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54%
#14	BRISTOL-MYERS SQUIBB CO (BMY) - 2.56%	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94%
#15	SANDISK CORP ORDINARY SHARES (SNDK) - 2.51%	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65%
#16	TRUIST FINANCIAL CORP (TFC) - 2.40%	UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08%
#17	CME GROUP INC CLASS A (CME) - 2.37%	EXXON MOBIL CORP (XOM) - 1.89%
#18	MICROCHIP TECHNOLOGY INC (MCHP) - 2.37%	UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83%
#19	EDISON INTERNATIONAL (EIX) - 2.36%	UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56%
#20	PAYCHEX INC (PAYX) - 2.28%	DEERE & CO (DE) - 1.51%
#21	KEYCORP (KEY) - 2.24%	BHP GROUP LTD ADR (BHP) - 1.24%
#22	BLOOM ENERGY CORP CLASS A (BE) - 2.22%	CHEVRON CORP (CVX) - 1.12%
#23	REGIONS FINANCIAL CORP (RF) - 1.92%	RIO TINTO PLC ADR (RIO) - 1.04%
#24	FORD MOTOR CO (F) - 1.71%	SOUTHERN COPPER CORP (SCCO) - 0.89%
#25	EVERSOURCE ENERGY (ES) - 1.54%	US DOLLARS (n/a) - 0.86%
Total Holdings	101	152

XUDV vs UPAR - Historical Returns

Returns include dividend reinvestment.

Period	XUDV	UPAR
1 month	+6.18%	-1.21%
3 months	+15.22%	+0.37%
6 months	+21.00%	+8.87%
1 year	+32.84%	+22.94%
5 years(CAGR)	N/A	-0.83%
Max(CAGR)	+22.80%	-0.83%

Winner

XUDV

+6.18%

UPAR

-1.21%

Winner

XUDV

+15.22%

UPAR

+0.37%

Winner

XUDV

+21.00%

UPAR

+8.87%

Winner

XUDV

+32.84%

UPAR

+22.94%

5Y(CAGR)

XUDV

N/A

UPAR

-0.83%

Max(CAGR)

Winner

XUDV

+22.80%

UPAR

-0.83%

XUDV vs UPAR - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	XUDV	UPAR
2026	+21.42%	+7.13%
2025	+8.24%	+23.87%
2024	N/A	-1.95%
2023	N/A	+4.94%
2022	N/A	-30.27%

XUDV vs UPAR Drawdown Comparison

The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.

The current UPAR drawdown is -5.75%.

Rank	XUDV	UPAR
#1	-15.98% Feb 19, 2025 - Jun 26, 2025	-38.97% Jan 12, 2022 - Feb 23, 2026
#2	-6.34% Oct 3, 2025 - Dec 10, 2025	-11.13% Mar 2, 2026 - Mar 27, 2026
#3	-5.03% Feb 26, 2026 - Apr 15, 2026	-2.22% Jan 4, 2022 - Jan 12, 2022
#4	-3.97% Jul 23, 2025 - Aug 22, 2025	N/A
#5	-2.19% May 29, 2026 - Jun 12, 2026	N/A
#6	-2.06% Jul 10, 2025 - Jul 23, 2025	N/A
#7	-1.98% Jan 24, 2025 - Feb 18, 2025	N/A
#8	-1.57% Dec 11, 2025 - Jan 5, 2026	N/A
#9	-1.52% Jan 14, 2026 - Jan 30, 2026	N/A
#10	-1.47% Aug 22, 2025 - Sep 11, 2025	N/A
#11	-1.44% Sep 11, 2025 - Sep 30, 2025	N/A
#12	-1.36% Feb 11, 2026 - Feb 26, 2026	N/A
#13	-1.34% May 6, 2026 - May 14, 2026	N/A
#14	-1.23% Apr 22, 2026 - Apr 30, 2026	N/A
#15	-1.21% Feb 4, 2026 - Feb 6, 2026	N/A