The Franklin US Dividend Booster Index ETF launched in January 2025 and is off to a blistering start with a 34.21% total return since its inception. While dividend growth is not the objective and investors can expect variable payments as the fund becomes established, its 4.51% estimated yield based on current holdings positions it well. The strategy seeks to maximize the dividend information ratio, defined as the excess yield over its selection universe divided by total volatility.
Between rising inflation, ongoing geopolitical conflict, and heavy concentration risk, advisors face plenty of challenges when trying to protect and grow client portfolios. As the market broadens and costs climb, the ETF ecosystem offers plenty of solutions for portfolio resilience.
The VettaFi New Frontier U.S. Dividend Select Index (NFUS) delivered a mixed performance in March, as strong gains in energy and materials stocks were offset by weakness in several high-weight constituents. The index — tracked by the Franklin International Dividend Booster Index ETF (XUDV) through a full replication strategy — declined approximately 2.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 4,258 | $122,026.1 | $136,809.97 | $14,783.87 | 12.12% |
Invested Advisors Invested Advisors | 24,422 | $663,737.94 | $786,144.18 | $122,406.24 | 18.44% |
| ARCA Exchange | US Country |
This fund specializes in aligning its investment outcomes with the performance of a specific index designed to generate excess dividend yield when compared to the broader U.S. large cap equity market. The fund aims to achieve this objective while effectively managing volatility, providing investors with potential for enhanced income through dividends alongside a careful approach to risk management. This distinct strategy allows investors to benefit from dividend income in a structured manner that mirrors the underlying index's performance, ensuring they are aligned with market trends and maximizing their investment potential.