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DIVZ vs LVHI

Polen Dividend Income ETF vs Franklin International Low Volatility High Dividend Index ETF

DIVZ

Polen Dividend Income ETF

Polen Capital

Annual cost

0.65%

Fund size

$242M

LVHI

Franklin International Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.40%

Fund size

$4.8B

Key differences

  • LVHI costs 0.25% less per year.
  • LVHI is significantly larger than DIVZ — larger funds tend to be more liquid and less likely to close.
  • DIVZ covers north america markets; LVHI covers global ex us.
  • DIVZ follows a active selection strategy; LVHI uses index tracking.
  • Over the last 3 years, LVHI has delivered higher annualized returns.
  • LVHI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVZLVHI
Annual cost (TER)0.65%0.40%
Fund size (AUM)$242M$4.8B
Since20212016
Dividend yield2.57%3.71%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+16.1%+32.5%
CAGR 3Y+15.6%+21.8%
CAGR 5Y+9.2%+16.5%
Sharpe 3Y1.051.55
Volatility 1Y9.19%9.41%
Max drawdown-15.43%-32.31%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVZ and LVHI