Skip to content
Beacon
Screener

LVHD vs SPLV

Franklin U.S. Low Volatility High Dividend Index ETF vs Invesco S&P 500 Low Volatility ETF

LVHD

Franklin U.S. Low Volatility High Dividend Index ETF

Franklin Templeton Investments

Annual cost

0.27%

Fund size

$621M

SPLV

Invesco S&P 500 Low Volatility ETF

Invesco

Annual cost

0.25%

Fund size

$7.2B

Key differences

  • SPLV is significantly larger than LVHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, LVHD has delivered higher annualized returns.

Side-by-side comparison

LVHDSPLV
Annual cost (TER)0.27%0.25%
Fund size (AUM)$621M$7.2B
Since20152011
Dividend yield3.12%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.7%+4.0%
CAGR 3Y+10.3%+8.2%
CAGR 5Y+6.8%+6.1%
Sharpe 3Y0.590.45
Volatility 1Y9.51%9.72%
Max drawdown-37.32%-36.26%

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

Similar to LVHD and SPLV