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LVHD vs FIVA

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

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Annual cost

0.27%

Fund size

$581M

FIVA

Fidelity International Value Factor ETF

Annual cost

0.18%

Fund size

$555M

Key differences

Both LVHD and FIVA are equity ETFs. LVHD charges 0.27% a year and FIVA 0.18%. The main difference: LVHD covers North America; FIVA covers global markets excluding the US.

  • LVHD covers North America; FIVA covers global markets excluding the US.
  • FIVA costs 0.09% less per year.
  • Over the last three years, FIVA has delivered higher annualized returns.

Side-by-side comparison

LVHDFIVA
Annual cost (TER)0.27%0.18%
Fund size (AUM)$581M$555M
Since20152018
Dividend yield3.38%2.53%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+11.6%+34.1%
CAGR 3Y+10.5%+22.9%
CAGR 5Y+6.6%+12.2%
Sharpe 3Y0.601.21
Volatility 1Y9.66%15.48%
Max drawdown-37.32%-39.60%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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