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FDLO vs LVHD

Fidelity Low Volatility Factor ETF vs Franklin U.S. Low Volatility High Dividend Index ETF

FDLO

Fidelity Low Volatility Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

Key differences

  • FDLO costs 0.12% less per year.
  • Over the last 3 years, FDLO has delivered higher annualized returns.

Side-by-side comparison

FDLOLVHD
Annual cost (TER)0.15%0.27%
Fund size (AUM)$1.4B$621M
Since20162015
Dividend yield1.37%3.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+17.4%+13.7%
CAGR 3Y+14.7%+10.3%
CAGR 5Y+10.3%+6.8%
Sharpe 3Y0.980.59
Volatility 1Y8.91%9.51%
Max drawdown-34.35%-37.32%

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

Similar to FDLO and LVHD