Screener
LVHD vs FVAL
Franklin U.S. Low Volatility High Dividend Index ETF vs Fidelity Value Factor ETF
Key differences
Both LVHD and FVAL are equity ETFs. LVHD charges 0.27% a year and FVAL 0.15%. The main difference: FVAL costs 0.12% less per year.
- FVAL costs 0.12% less per year.
- Over the last three years, FVAL has delivered higher annualized returns.
Side-by-side comparison
| LVHD | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.27% | 0.15% |
| Fund size (AUM) | $581M | $1.3B |
| Since | 2015 | 2016 |
| Dividend yield | 3.38% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +11.6% | +29.7% |
| CAGR 3Y | +10.5% | +21.0% |
| CAGR 5Y | +6.6% | +12.3% |
| Sharpe 3Y | 0.60 | 1.15 |
| Volatility 1Y | 9.66% | 11.77% |
| Max drawdown | -37.32% | -37.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.