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LVHD vs LOWV

Franklin U.S. Low Volatility High Dividend Index ETF vs AB US Low Volatility Equity ETF

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

LOWV

AB US Low Volatility Equity ETF

AllianceBernstein

Annual cost

0.39%

Fund size

$199M

Key differences

  • LVHD costs 0.12% less per year.
  • LVHD is significantly larger than LOWV — larger funds tend to be more liquid and less likely to close.
  • LVHD follows a index tracking strategy; LOWV uses active selection.
  • Over the last 3 years, LOWV has delivered higher annualized returns.
  • LVHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVHDLOWV
Annual cost (TER)0.27%0.39%
Fund size (AUM)$621M$199M
Since20152023
Dividend yield3.12%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+13.7%+13.7%
CAGR 3Y+10.3%+16.5%
CAGR 5Y+6.8%N/A
Sharpe 3Y0.591.03
Volatility 1Y9.51%10.56%
Max drawdown-37.32%-13.87%

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

Similar to LVHD and LOWV