Screener
BDVL vs LVHD
iShares Disciplined Volatility Equity Active ETF vs Franklin U.S. Low Volatility High Dividend Index ETF
Key differences
- LVHD costs 0.13% less per year.
- BDVL is classified as mixed asset, while LVHD is equity — different risk/return profiles.
- BDVL follows a active selection strategy; LVHD uses index tracking.
Side-by-side comparison
| BDVL | LVHD | |
|---|---|---|
| Annual cost (TER) | 0.40% | 0.27% |
| Fund size (AUM) | $1.7B | $621M |
| Since | 2017 | 2015 |
| Dividend yield | 2.96% | 3.12% |
| Asset class | mixed asset | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +13.5% |
| CAGR 3Y | N/A | +10.2% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.58 |
| Volatility 1Y | — | 9.51% |
| Max drawdown | -7.71% | -37.32% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to BDVL and LVHD
Explore further